Build an online presence you can feel proud of.

Learn the easy ways to find your ideal persona using Linkedin, and then build your network using the proper etiquette.

Dominate your niche by knowing what to publish and when to publish content so you stay top-of-mind with your audience.

In today's marketplace, prospective clients are more empowered and educated than ever before. People are actively researching their options and are using sites like LinkedIn to decide if they want to work with you. In fact, 80% to 95% of buyers' decisions are influenced by online reviews and your online first impression.

If a prospect were to Google your name right now:

  • Is your LinkedIn profile and website up-to-date?
  • Does your story convey yourself as a competent and trustworthy advisor who can help their clients achieve their goals?

If not, you're missing out on opportunities to build your book of business.

To stay current and drive success for your business, you MUST engage authentically and influence the right people at the right time using the right messages.

Building your SOCIAL SELLING skill set can help you to:

  • Identify your audience and help you to build a solid online presence.
  • Find hidden opportunities within your network such as job changes or promotions.
  • Accelerate the speed of your sales cycle.
  • Make new connections and foster meaningful relationships.
  • Showcase yourself as a thought leader and a "go-to" expert in your niche.

Get up to speed fast  with this 3-module social selling program
specifically designed for canadian financial advisors.

This easy-to-follow, three-module program is designed to ladder up as a complete strategy.

Module #1

Build an online presence you can feel proud of.

Module #2

Learn the easy ways to find your ideal persona using Linkedin, and then build your network using the proper etiquette.

Module #3

Dominate your niche by knowing what to publish and when to publish content so you stay top-of-mind with your audience.

  • Each module is less than 40-minutes long.
  • You'll receive easy-to-follow worksheets and cut & paste copy to make each step super simple.
  • The comprehensive program is laser-focused on empowering you to become confident in your social selling expertise and provides you with a step-by-step blueprint for success.

Buy each module individually, or invest in the complete bundle for a complete strategy.

Ultimately, this online program will empower you to become a polished, professional, social selling expert.

NEW for 2020! Advisors earn 1.25 CE credits for completing the 3-module program. 

Advocis, The Financial Advisors Association of Canada

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What you can expect to learn in this program



How to identify your audience and build your online presence.

  • What is Social Selling and why it's essential if you're a Financial Advisor.
  • How and why you need to audit your digital footprint.
  • The key areas you need to complete on LinkedIn to obtain 40x more opportunities (according to LinkedIn).
  • How to identify your ideal persona (prospects).
  • How to purge/delete connections.
Social Selling 101
Social Selling 102


SOCIAL SELLING "102" — Intermediate

How to develop a larger audience and foster relationships.

  • How to leverage LinkedIn to make new connections, build your audience and develop new relationships with quality professionals.
  • The proper way respond to connection requests from people you don't know and ways to turn inbound connections into face-to-face meetings.
  • How to easily extend the reach of your brand using status updates.



Showcase yourself as an expert and dominate your niche by publishing quality content.

  • What is a content calendar and why it's important.
  • Best practices for posting content including how to elicit engagement and the optimal dates/time to post.
  • How to tailor content so that it resonates with people and builds trust.
  • Top tips for managing your time online.
Social Selling 103

Learn from the expert

Leslie Hughes is an Adjunct Professor of Social Media, a LinkedIn Corporate Trainer and a LinkedIn Profile Writer. She has worked with hundreds of Advisors in U.S. and Canada to optimize their presence and help empower them to use Social Selling properly.


Leslie has worked with clients such as Guardian Life Insurance Company of America, Investment Planning Counsel, JLL, RBC (and many more) to help optimize their professional presence online.


Leslie was called a "Social Media Guru" on CBC Radio, was interviewed on 680News and DeutcheWelle (Germany), and also appeared on CTVs “The Social”where she discussed how to "Maximize your Digital Presence".

Leslie Hughes, LinkedIn Specialist at punchmedia.ca


You don't even need to be "tech savvy" to use tools like LinkedIn to build an audience and dominate your niche.

By building an audience of quality connections, you can:

  • stay top-of-mind by sending reminders of financial deadlines.
  • share relevant, compliance-approved content that helps to answer questions and solve problems.
  • have access to opportunities when connections have changed jobs or have received promotions.
  • extend word-of-mouth about your services, and ensure you've positioned yourself as the "go-to" expert in financial services.

This program is designed to take all the guesswork about what to do, and how to get started. In fact, there are even worksheets and swipe files that help you to get laser-focused on taking action.



When you purchase all three modules, you'll access the complete program and save $98.00!

Each purchase includes:

  • Worksheets, exercises and cut & paste copy to take all the guesswork.
  • Unlimited 24/7 access to the material.
  • Free updates (when changes have been made).
  • Quality support.

Risk-Free Guarantee

A risk-free, 60-day, money-back guarantee allows you enough time to determine if this program is right for you. The only requirement for a full refund is that you MUST take action.

We're confident that once you have taken all the necessary steps, completed all the action items and have put this step-by-step program into place, you'll wonder why you haven't implemented social selling sooner.