Learn the exact client acquisition, retention, and sales strategies used by top advisors across Canada to consistently grow their business, even in a saturated market.
Learn the exact client acquisition, retention, and sales strategies used by top advisors across Canada to consistently grow their business, even in a saturated market.
Most advisors are great at helping clients but struggle to find systems that consistently bring in new ones.
This free 6-Figure Insurance Masterclass changes that. You’ll learn how to scale your business online using social media and digital marketing, attract high-quality leads, and create a process that saves time while growing your revenue. It is about building a business rooted in integrity, balance, and independence, one that gives you freedom for the long term.
How to build a personal brand that attracts ideal clients.
The simple system to create consistent, high-converting content.
Social media optimization secrets that boost visibility.
Turn likes, comments, and messages into booked appointments with proven scripts and workflows.
Use smart tools and repeatable systems to keep your business growing — even when you’re busy with clients.
How to build a personal brand that attracts ideal clients.
The simple system to create consistent, high-converting content.
Social media optimization secrets that boost visibility.
Turn likes, comments, and messages into booked appointments with proven scripts and workflows.
Use smart tools and repeatable systems to keep your business growing — even when you’re busy with clients.


Helped hundreds of advisors modernize their businesses using automation, branding, and digital marketing
Built a 6-figure brokerage by combining financial expertise with innovative tech systems
Co-founded Policy Stream, the first all-in-one platform helping advisors scale online
Trains and mentors new agents to build personal brands that attract clients, not chase them
Featured speaker and recognized leader in advisor growth, automation, and marketing

Start attracting qualified prospects who already know, like, and trust you without ever picking up the phone or knocking on asingle door.

Build a personal brand that earns trust fast and attracts clients online without a big client list required. Learn the same simple systems top producers use to stay visible and consistent.

If you’re craving more time for family, travel, and the things you love and want a business that runs without you chained to your desk, this masterclass is for you.

