Hands-on training that you will use... every day!


Use your website better in your meetings with prospects and clients
Use your email stats to engage with clients who want to hear from you most
Make LinkedIn work for your business

Use Your Blogs

Find out how to use your blogs in a professional manner for social sharing and email conversations with clients.

Leverage LinkedIn

Master the basics of building a strategic network, increasing and driving engagement with our 3-Minute LinkedIn Strategy.

Master MailChimp

From logging in and editing clients to knowing what stats count, how best to use those stats and how to create your own bonus campaigns.

This training is different.

We use YOUR website, YOUR blogs, YOUR LinkedIn and YOUR Mailchimp account. Everything applies to what you have in place, it's not based on abstract principles that may not apply to your online communication.

We will cover:

The four key elements of online communication for Financial Planners
How it all works
Streamline online - optimizing your browser
Website orientation
Using your website in client meetings
Mailchimp orientation
List segmentation
Reading reports to grow your business
LinkedIn Strategy for Financial Planners
The three-minute LinkedIn Strategy
Building your targeted network
Creating templates for personal engagement

We are creating content for you, but are you using this to the fullest potential?

Our goal is to help you stay in touch with your clients in a valuable and meaningful way and believe that you could be using the blogs that we write for your website to create more business opportunities for you on LinkedIn - and use the stats from your monthly newsletters to build your business.

Alan Hardaker

Certified Financial Planner

Thanks for this training, it was really interesting and gave me a great idea as to how powerful and effective the use of LinkedIn, Facebook, Blogging and the website can be in providing opportunities for new lines of business. The course material was concise and well put together to give a high level view of capabilities and areas that with a bit of practice, strategic thinking and implementation will result in a connected network of customers that generate new leads and ongoing business.

When you order a nutella waffle...
you eat the whole thing!

Make sure you are getting the most out of your online brand.


Venue: Capital International | Great Westerford
Address: 240 Main Road, Rondebosch
(Parking is tight, please consider using UBER)

EARLY BIRD: R1750 ex VAT p/p
COST: R2500 ex VAT p/p

Discounted rates for teams or office training are available.


Date: February 4th, 2020 (Tuesday)
Time: 09:30-12:30

Seats are limited to 8 delegates

(EARLY BIRD registration for April 7th event opens on February 10th)


Date: TBC
Time: 09:30-12:30

Venue: The Lounge 404 | The Woodstock Exchange
Address: 66 - 68 Albert Road, Woodstock
(Parking is tight, please consider using UBER)

Cost per delegate: R2500 ex VAT
Discounted rates for teams or office training are available.


Date: TBC
Time: 09:30-12:30

Venue: TBC
Address: Summit Place, 221 Garsfontein Drive, Menlyn, Pretoria

Cost per delegate: R2500 ex VAT
Discounted rates for teams or office training are available.

If you are in a different city, please let us know on the form below.
If there is enough interest in your city (20 or more) we can arrange a training session near you!


Places are limited to 8 delegates per workshop.
Please book early to secure your place.

Total: R