How long is this program?

Each week, you will be provided with a new video and action plan. How long you take with each module is really up to you. 

I've done my best to keep the content focused on relevant information and eliminate all the "fluff". Each module is designed to be 40 mins to 1 hour.

I suggest you set aside 3-4 hours per week, because I want you to take action and implement all the exercises.

Some of the factors that may affect how long the program will take:

  • Your current workload and commitment to finding the time to complete each module.
  • Your level of proficiency on LinkedIn (it’s designed for basic through to advanced users, but getting used to LinkedIn’s navigation can take more time for new users).
  • Whether or not you complete every assignment.

Can't carve out all the time right away? No problem! You have a full year to go through the material.

How is this program different than other courses?

I’ve looked at all sorts of online training programs and most of them seem to have TOO MUCH content. I don't know about you, but too much information can make me feel even more overwhelmed than before I started.

I've spent tens of thousands of hours as a sales professional, marketer, Adjunct Professor of Social Media, Corporate Trainer. I'm passionate about staying on top of this ever-changing industry and know the exact methodology you need. 

As a Corporate Trainer and Professor, I'm much more focused on helping YOU produce results in the shortest time possible.

Each module is built layer upon layer to provide you with a complete digital marketing and sales strategy. 

I've taken a ton of online courses myself and have studied what works and what doesn't work. 

Rest assured, I’ll be with you throughout your journey to ensure that you get the answers you need and you produce the results you want to achieve.

Who should take the MASTERCLASS?

Anyone can take this program but the content is tailored for Financial Advisors, Wealth Advisors, Portfolio Managers etc., but anyone in financial services can benefit from this material. In fact, anyone in business would benefit from this program!


What is NOT covered in this program?

We don’t provide a step-by-step process about how to do a basic set up of your LinkedIn profile. You can do this on your own by visiting and going through the wizard to get you started.

If you have any specific concerns about something you want to ensure is included, email me at and I’ll do my best to answer your inquiry within 24 hours.

What types of payment do you accept?

We accept payment via PayPal and Stripe, which also allows you to use credit cards: Visa, Mastercard or American Express.

We do not accept cheques.

Can’t I just learn all this stuff online for free?

Sort of. In this age of readily-available information, you can Google just about anything. What makes this program useful and unique is that I’ve done all the heavy lifting so YOU don’t have to.

Not only is it laser-focused so that you’ll be learning the essential elements (and keeping the overwhelm to a minimum) but you’ll also making a commitment and investment in yourself.

What will this program actually DO?

Help you to define your unique value. Empower you to stand in your value and shine online. Manage your time properly so you save time & produce results.
Optimize your sales process. Enhance your communications though each micro-moment & touchpoint. Define your target audience & personalize content and correspondence.
Provide you with a proven strategy that is tailored for you & your prospects/clients. Help you to get clear on your goals, metrics and path to success. Grow your business with higher quality clients.

Do I need to be a "techie"?

Absolutely NOT! 

Social Media is't really about technology; it's much more about marketing and sales. In fact, it's got the word "social" built right into the title!  The pivot is how to apply the current success you're having in your business, and LEVERAGE (that's the key word) what you're already doing, so that you can use LinkedIn and Social Selling as a part of your existing process.

Can my assistant and I take MASTERCLASS together?

Yes. If you have an assistant, I'm sure they are a key part of your success (I've been an assistant - so I know how hard they work). If you want to share your log in information with them, I'm cool with that.

The program is on an honor system, so I do hope you'll encourage other Financial Advisors to enroll separately.

What kind of guarantee do you offer?

I'm fully confident that you'll find a TON of great value for your investment. If - for whatever reason - you're not 100% satisfied with the program, you have 30 days to review and ask for your money back.

Who can I chat with if I have more questions?

Reach out to and we will do our best to answer any questions within 24 hours from Monday to Friday.