Course curriculum

  • 1

    The 6-Figure Insurance Masterclass

  • 2

    Welcome and Foundations

    • Welcome and Course Overview

    • Who This Course is For

    • The Modern Day Advisor

    • Mindset Principles to Succeed

    • Overview of the Business Plan
  • 3

    Building Your Personal Brand

    • Why Personal Brand is Everything

    • Creating Your Unique Edge

    • Creating Your Unique Edge Walkthrough (Chat GPT)

    • Building Your Personal Brand

    • Building Your Personal Brand Walkthrough (Chat GPT)

    • Building Your Personal Branding Kit
  • 4

    Social Media Optimization

    • Introduction - Why it's Important

    • Facebook: Overview

    • Facebook: Optimizing your page

    • Facebook: Local Groups for Lead Generation

    • Instagram: Overview

    • Instagram: Posting Strategy for Financial Advisors

    • Instagram: Optimizing Your Page

    • Instagram: Analytics

    • Tiktok: Overview and Optimization

    • LinkedIn: Overview

    • LinkedIn: Optimizing Your Page

    • Google Business: Overview and Optimization
  • 5

    Organic Lead Conversion

    • Introduction to Lead Conversion

    • Basics of Marketing

    • Building Your Landing Page & Website

    • Building Your Lead Magnet

    • Drip Campaigns and Ongoing Marketing

    • Building Your Drip Campaign
  • 6

    The YouTube System

    • The YouTube System – Overview

    • Mindset for YouTube

    • The YouTube Algorithm

    • YouTube Platform Overview

    • Setting Up Your Channel

    • Video Planning: ICE Framework

    • Video Planning: HALO Framework

    • Planning Your Content

    • Video Upload and SEO Optimization

    • Thumbnail Overview

    • How to Take Thumbnail Photos

    • How to Design Thumbnails in Canva

    • Ongoing Monthly Routine
  • 7

    Video Production 101: Record, Edit, Publish

    • Foundations of Confidence

    • Value Framework

    • Camera Basics and Equipment Setup

    • Personal Studio Tour

    • Preparing to Film

    • How to Record Long Form Content

    • How to Record Short Form Content

    • Short Form Content: Camera Setup

    • Editing your Videos

    • Editing Tutorial: Long-Form Videos

    • Editing Tutorial: Short-Form Videos

    • Outsourcing Your Editing
  • 8

    Short Form Videos

    • Basics of Short-Form Video: The CAP Framework

    • Understanding Hooks

    • Planning Your Content

    • Posting and Optimizing for Instagram

    • Posting and Optimizing for YouTube Shorts

    • Posting and Optimizing for TikTok

    • Posting and Optimizing for LinkedIn
  • 9

    Paid Advertising

    • Basics of Paid Ads

    • Meta: Account Setup

    • Meta: Creating an Ad

    • Google: Account Setup

    • Google: Creating an Ad
  • 10

    Social Media System

    • Social Media System: Introduction

    • Batching Content Creation

    • Content Repurposing Workflow

    • Other Systems: Bit.ly

    • Other Systems: Linktree
  • 11

    Partnerships and Niche Marketing

    • Introduction

    • Niche Marketing and Partnerships

    • Regular Marketing and Partnerships
  • 12

    Next Steps

    • Start Working in the Business Owner Market (Canada)

    • Automate & Scale Your Life Insurance Business (Canada)