THE ELITE MONEY-MAKING MASTERCLASS
for Women in Financial Services

Unlock Your Elite Personal Brand & Dominate the Financial Industry.

A 4-module, action-packed framework to stand out, attract high-paying clients, and scale your business with confidence.

In a male-dominated financial services industry, you’re juggling it all: growing your pipeline, managing back-office tasks, and finding time to market yourself – without feeling salesy.

THE BIGGEST ISSUES FACED BY WOMEN IN FINANCIAL SERVICES:

1. Too little time for clients

You’re drowning in admin work, and your relationships are suffering.

I’ll show you how to automate tasks and reclaim your time to focus on what matters: your clients.

2. Tech overwhelm:

Robo-advisors, or app-based investment platforms are now managing $460 billion in assets under management (AUM) growing to to $1.2 trillion by 2024.

Robo-advisors are growing, but people still crave a human connection.

I’ll teach you how to leverage AI to serve clients faster and with more impact.

3. You're a female leader in a male-dominated industry:

Finding the right kind of communication style involves balance.

You want to help and empower others and inspire and lead without being considered "too bossy".

4. Networking. Networking. Networking

It's time-consuming and exhausting.

Even the most outgoing extrovert can feel frustrated and overwhelmed with making new connections.

Also, you're a specialist in financial services and haven't been given a lot of sales & marketing training!

Raise your hand if...

• You're passionate about solving problems and empowering clients, but when it comes to yourself, you feel overwhelmed and unsure where to even start.

• You're ambitious and want to build a strong book of business, but you don't know how to promote yourself without feeling like you're bragging or spamming your network.

But, when it comes to sales and marketing, you're often just "winging it".

Staying on top of an ever-changing industry especially in a very competitive market is a lot, I know.

INTRODUCING...

ELITE
MONEY-MAKING
MASTERCLASS
For Smart Women in Financial Services

A transformative 4-module program designed to help you master sales, "stand out with your brand out", and attract high-paying clients – faster and easier than you thought possible.

1

Set the Stage for Success

• Goal Setting: Set clear financial and personal branding goals that will drive your business forward.
• Discover the value your personal brand brings and how it translates into business growth. • Map out your ideal client’s journey from first contact to a signed deal.

2

Build your Fortune Funnel

• Master LinkedIn by finding & connecting with your dream clients.
• Master the art of persuasion.
• Follow up formula.
• The easiest ways to obtain testimonials; get social proof without even asking for it!

3

Dominate your Niche

• Create content in minutes using ChatGPT and Canva. (No more wasting time trying to create & post content)
• Hack the social media algorithms
• Measuring your metrics and KPIs to skyrocket results.

4

Solidify and Scale Your Business

• Grow your dough - putting it all together.
• What's the future of the financial services industry? Stay ahead of the curve in an ever-changing space.

MARKETING MASTERY

We’ll dive deep into what makes YOU unique and help you craft a message that resonates with high-paying clients.

You’ll learn how to showcase your value without feeling like you’re bragging.

PROVEN SALES SYSTEM

A step-by-step framework that strategically guides prospects from awareness to loyal customers, optimizing each stage for maximum engagement and conversion.

LEVERAGE LINKEDIN

Feel confident that you're using the world's largest professional networking site - properly.

We'll build your profile, connect with your dream clients and have you dominating your niche in no time!

How does this program work?

Each of the 4 modules are designed to help you "level up" - whether you're just starting out, or you have been in business for years.
Learn at your own pace. Review all the material in one day, or take time to review it throughout the week.
You'll also receive "done-for-you" swipe files, resources, and templates.
You will have access to a private, member-only site.
Each Tuesday - for 4 weeks - we will check in together for weekly Office Hour Mastermind sessions to ensure you're on track.
PLUS... You will get access to bonus masterclasses and advanced trainings.

You are a lifetime member of the Elite Money-Making Masterclass group, and can re-log into access the training - at any time.

This program is specifically designed for anyone who is generating revenue and building business including:

FINANCIAL ADVISORS

MORTGAGE BROKERS/AGENTS

INSURANCE AGENTS

REALTORS

INVESTMENT ANALYSTS

PRIVATE BANKERS

ACCOUNTANTS

BOOKKEEPERS

This is a "do it at your own pace" kind of program:
Watch the video modules, and take action throughout the week, then join the Masterclass for weekly Office Hours:

Office Hours:

Module #1. Setting the stage for success.

Module #2. Building your fortune funnel..

Module #3. Dominating your niche.

Module #4. Scaling and solidifying your business.

Who teaches the Elite Money-Making Masterclass?

Hi, I'm Leslie.

I'm here to ignite your professional journey with confidence and empowerment.

As a seasoned LinkedIn Profile Writer, Corporate Trainer, Social Media Strategist, and the proud author of "CREATE. CONNECT. CONVERT", I blend my 25+ years of sales and marketing experience with my passion to reshape your online narrative - whether you're looking for new opportunities and/or driving profitability.

Since 2009, I've worked with clients such as Investment Planning Counsel, JLL (Jones Lang Lasalle), Franklin Templeton, RBC and Guardian Life Insurance Company of America to help them PUNCH up their online presence and convert higher paying clients.

I've been featured on:

"I highly recommended this course for anyone who wants to learn how to get more leads into their sales funnel.

It's easy to understand, and full of practical and valuable information you can implement right away!"

Carrie Wilson
Senior Manager, Mortgage Specialist

Join the VIP waitlist

This program is designed to help you get clarity, get you connected and deliver tangible, quantifiable results - don't miss out.

Join the mailing list now to get updates on the next launch of the Elite Money-Making Masterclass!

The Elite Money-Making Masterclass will help you:

Get crystal-clear on how to stand out with your brand out. What makes you different, unique and remarkable? We will uncover who you TRULY serve (the answer isn't "everyone"), so you can stop wasting time and energy on the wrong kinds of prospective clients.
Learn the EASY ways to use LinkedIn for networking, building an audience of connections and ultimately convert your DREAM clients.
Sell without being too "sales-y". We will re-frame the sales pitch into ways you can naturally connect with your network by building trust and rapport.
Find innovative ways you can increase your pipeline by sharing compliance-approved content that resonates with your perfect clients.

...even if you have NO tech "know-how"

"Leslie's energy and passion is inspiring. I'm impressed by her in-depth knowledge of LinkedIn, digital marketing, artificial intelligence, and personal branding.

Investing in this course will be invaluable for your professional growth."

Denise Rispolie
Senior Transaction Manager, Corporate Real Estate

Imagine how you'll feel when your sales & marketing is focused on building:

CLARITY

CONFIDENCE

PROSPERITY

Don't miss out!
Join us this September and super-charge your sales.

Investment is $1,500 USD

Remember: Converting only ONE client will deliver the ROI of this course!

Any questions, email me at leslie@punchmedia.ca

THE ELITE MONEY-MAKING MASTERCLASSfor Women in Financial Services

Unlock Your Elite Personal Brand & Dominate the Financial Industry.A 4-module, action-packed framework to stand out, attract high-paying clients, and scale your business with confidence.