INTRODUCING SOCIAL MEDIA MASTERY FOR FINANCIAL ADVISORS
THE ONLY ALL-IN-ONE
SOCIAL MEDIA MASTERY CREATED BY A
TOP PERFORMING FINANCIAL ADVISOR,
FOR FINANCIAL ADVISORS
Learn the exact systems today’s top financial professionals use to attract clients, build credibility, and scale their business through modern digital marketing without cold calls or complicated tech.
INTRODUCING SOCIAL MEDIA MASTERY FOR FINANCIAL ADVISORS
THE ONLY ALL-IN-ONE
SOCIAL MEDIA MASTERY CREATED BY A
TOP PERFORMING FINANCIAL ADVISOR,
FOR FINANCIAL ADVISORS
Learn the exact systems today’s top financial professionals use to attract clients,
build credibility, and scale their business through modern digital marketing without
cold calls or complicated tech.
Get a Behind-the-Scenes Tour
SOCIAL MEDIA MASTERY FOR FINANCIAL ADVISORS
The Only All-In-One Social Media Course by Insurance Agents, for Insurance Agents.
Start Closing Consistent Clients For FREE Using Social Media
Turn Your Online Presence Into A Stream Of Qualified Appointments With Clients Who Already Trust You
The proven framework advisors are using to book 2–10 new appointments per month for free
Build a personal brand that earns trust and authority in your market
Create content that attracts high-quality prospects who come to you
Turn your social media into an automated client generation system
Grow your book of business while your competitors fight for leads
Discover the exact strategies modern financial advisors are using to grow their business online with less effort and more consistency.
The Only All-In-One Social Media Course by Insurance Agents, for Insurance Agents.
SOCIAL MEDIA MASTERY FOR FINANCIAL ADVISORS
SOCIAL MEDIA MASTERY FOR FINANCIAL ADVISORS
The industry has changed. Old-school recruiting and cold-calling no longer cut it.
It’s time to become the kind of advisor people want to work with.
By the end of this program, you’ll have a step-by-step blueprint for building a thriving online advisory business.
You’ll understand how to attract clients, build trust, and create freedom through automation
and modern marketing.
The industry has changed. Old-school recruiting and cold-calling no longer cut it. It’s time to become the kind of advisor people want to work with.
By the end of this program, you’ll have a step-by-step blueprint for building a thriving online advisory business.
You’ll understand how to attract clients, build trust, and create freedom through automation
and modern marketing.
Building Your
PERSONAL bRAND
Learn why your personal brand is the foundation of your business.
Create a unique edge that sets you apart from other advisors.
Build a brand identity that attracts trust and recognition.
Develop your personal branding kit for consistent online presence.
sOCIAL mEDIA
OPTIMIZATION
Learn how to optimize Facebook, Instagram, LinkedIn, and TikTok.
Discover posting strategies proven to convert your ideal clients.
Master analytics to measure performance.
Build pages that position you as a trusted expert in your market.
Organic leAd conversioN
Learn the core principles behind effective online marketing.
Build high-converting landing pages & irresistible lead magnets.
Set up automated drip campaigns to engage and convert prospects.
Create a marketing system that generates consistent leads.
The YOUTUBE
SYSTEM
Learn how to set up, brand, and optimize.
Master the ICE and HALO frameworks.
Understand the YouTube algorithm.
Create professional thumbnails and upload videos that rank.
vIDEO
PRODUCTION 101
Learn how to film confident, professional-quality videos.
Master recording techniques for both long and short-form content.
Discover simple editing workflows that make your videos stand out.
Build a repeatable process to produce content consistently.
short form
videos
Learn the formula behind viral short-form content.
Master hooks, pacing, and structure to boost engagement.
Optimize posts for Instagram, TikTok, YouTube Shorts, LinkedIn.
Build a repeatable system to plan and publish with confidence.
paid
advertising
Understand the fundamentals of paid advertising.
Learn how to properly set up Meta & Google Ads accounts for success.
Create effective ad campaigns that attract high-quality leads.
Discover strategies to monitor performance and maximize your return on ad spend.
sOCIAL mEDIA
systems
Learn how to streamline your social media strategy.
Master techniques to plan & produce content in less time.
Use supporting tools like Bit.ly and Linktree to simplify links.
Discover how to repurpose existing content to stay active without burning out.
partnerships &
niche marketing
Learn how to identify and dominate your niche.
Build partnerships that expand your reach and credibility.
Create strategies that generate consistent referral business.
Understand the difference between niche and general marketing approaches.
Market Value: $10,500
This would be the actual NON-INFLATED price if you bought courses on similar topics from others in the industry.
Option 1: Select The One-Time Payment
Join Today For Only $997
-OR-
Option 2: Select 3 Equal Payment
3 Monthly Payments of $347/month
Market Value: $10,500
This would be the actual NON-INFLATED price if you bought courses on similar topics from others in the industry.
Option 1: Select The One-Time Payment
Join Today For Only $997
-OR-
Option 2: Select 3 Equal Payment
3 Monthly Payments of $347/month
MEET YOUR INSTRUCTOR
Philip Setter
Philip Setter knows what it takes to build an advisory business from the ground up. He understands the long hours, the trial and error, and the constant search for systems that actually make things easier.
Over the past decade, he has built multiple six-figure ventures, including scaling his own life insurance brokerage entirely online. That shift gave him something every advisor wants: the freedom to choose how he works, who he works with, and the time to pursue his passions outside the office.
Through that journey, Philip realized most advisors are not struggling with what to sell. They are struggling with how to grow. They have the technical knowledge but not the structure or strategy to reach more clients without burning out.
This insight inspired him to create Advisor Institute, a program that helps financial professionals bridge the gap between technical expertise and business growth. Over the years, he has taught hundreds of advisors across Canada how to simplify their processes, attract more clients, and build scalable, sustainable businesses.
Philip brings real-world experience from building his own six-figure digital brokerage and pairs it with a deep understanding of modern marketing. He simplifies what most advisors find overwhelming, such as social media, automation, and online client acquisition, into clear, actionable systems. His mission is to help advisors build credibility, attract clients, and create the same freedom he found by mastering digital marketing.
MEET YOUR INSTRUCTOR
Philip Setter
Philip Setter knows what it takes to build an advisory business from the ground up. He understands the long hours, the trial and error, and the constant search for systems that actually make things easier.
Over the past decade, he has built multiple six-figure ventures, including scaling his own life insurance brokerage entirely online. That shift gave him something every advisor wants: the freedom to choose how he works, who he works with, and the time to pursue his passions outside the office.
Through that journey, Philip realized most advisors are not struggling with what to sell. They are struggling with how to grow. They have the technical knowledge but not the structure or strategy to reach more clients without burning out.
This insight inspired him to create Advisor Institute, a program that helps financial professionals bridge the gap between technical expertise and business growth. Over the years, he has taught hundreds of advisors across Canada how to simplify their processes, attract more clients, and build scalable, sustainable businesses.
Philip brings real-world experience from building his own six-figure digital brokerage and pairs it with a deep understanding of modern marketing. He simplifies what most advisors find overwhelming, such as social media, automation, and online client acquisition, into clear, actionable systems. His mission is to help advisors build credibility, attract clients, and create the same freedom he found by mastering digital marketing.
Social Media Mastery for Financial Advisors
Are you ready to join them?
See the validated blueprint that closes more deals, faster.
“The Corporate Market Insurance course offered by Philip and his team was very informative. Some of the best education I have received for the industry to date. Would highly recommend this course to any advisor looking to expand their industry knowledge.”
“Last year I have attended your course on Insurance planning for the Business owners. It was very informative and has helped me build my practice. Since then, I have grown my business significantly in the corporate market. I would highly recommend it to any advisor who wished grow their business
“I am happy to write this for Philip as he is a great human being. Most importantly, he knows what he says. If you are going to take his course you will learn a lot of things about the corporate financial strategies . Highly recommended!”
Caden Sawatzky
The Mortgage & Financial Avenue
Yogesh Sheta
Immunis Financial Brokers Inc.
Munish Mehan
The Super
Visa
HERE'S EVERYTHING YOU GET WITH THE SOCIAL MEDIA MASTERY COURSE
YOUR COMPLETE SOCIAL MEDIA
SUCCESS SYSTEM FOR 2025
Instantly boost your online presence.
THE AUTHORITY BUILDING SYSTEM
Building Your Personal Brand: Establish yourself as the trusted authority in your market through authentic content and positioning. (Value: $1,997)
Social Media Optimization: Transform your profiles into lead-generating assets that attract ideal clients. (Value: $997)
Partnerships and Niche Marketing: Identify profitable niches and build referral partnerships to expand your reach and credibility. (Value: $997)
THE CONTENT CREATION ENGINE
The YouTube System: Turn your YouTube channel into a passive client-generation machine that works 24/7. (Value: $2,997)
Short Form Videos: Master the art of short-form content that grabs attention and converts scrollers into followers.
(Value: $1,497)
Social Media System: Streamline your posting strategy with automation, batching, and proven content templates.
(Value: $997)
Video Production 101: Record, Edit, Publish: Learn how to produce high-quality, engaging videos using simple tools and frameworks. (Value: $1,497)
THE GROWTH & CONVERSION SUITE
Organic Lead Conversion: Convert followers and viewers into qualified leads through proven engagement and follow-up methods. (Value: $1,997)
Paid Advertising: Build predictable, scalable client acquisition systems using Meta and Google Ads. (Value: $2,997)
HERE'S EVERYTHING YOU GET WITH THE SOCIAL MEDIA MASTERY COURSE
YOUR COMPLETE SOCIAL MEDIA
SUCCESS SYSTEM
FOR 2025
Instantly boost your online presence.
THE AUTHORITY BUILDING SYSTEM
Building Your Personal Brand: Establish yourself as the trusted authority in your market through authentic content and positioning. (Value: $1,997)
Social Media Optimization: Transform your profiles into lead-generating assets that attract ideal clients. (Value: $997)
Partnerships and Niche Marketing: Identify profitable niches and build referral partnerships to expand your reach and credibility. (Value: $997)
THE CONTENT CREATION ENGINE
The YouTube System: Turn your YouTube channel into a passive client-generation machine that works 24/7. (Value: $2,997)
Short Form Videos: Master the art of short-form content that grabs attention and converts scrollers into followers.
(Value: $1,497)
Social Media System: Streamline your posting strategy with automation, batching, and proven content templates.
(Value: $997)
Video Production 101: Record, Edit, Publish: Learn how to produce high-quality, engaging videos using simple tools and frameworks. (Value: $1,497)
THE GROWTH & CONVERSION SUITE
Organic Lead Conversion: Convert followers and viewers into qualified leads through proven engagement and follow-up methods. (Value: $1,997)
Paid Advertising: Build predictable, scalable client acquisition systems using Meta and Google Ads. (Value: $2,997)
TESTIMONIALS
What others are saying
"I just completed all of the Social Media modules and it was really great information.
The Chat GPT prompts were very helpful and the Workbook was easy to follow.
The flow and your enthusiasm in all of the videos made me want to see what I would learn in the next video.
There was a lot of work that went into this course and it was a wealth full of knowledge that would have taken me alot of time to figure out most of this on my own.
Now I need to implement everything I just learned and stay consistent.
Great job Philip." - Monique Bartlett
"WOW! GAME CHANGER KNOWLEDGE!
This is a lot of content and an abundance of solid step by step knowledge. No one is giving away all this step by step knowledge like this!!
At the end of the day it's all about he speed of implementation. Are you using this knowledge and doing the things or just watching people get success from it. All these things take time and is a lot of work but its worth it.
Treat your business like a business and it will grow, bloom, and flourish like a rose. 🌹
Let's get it y'all! We can do it!!
Done is Better than Perfect ✅ 🤩" - Phillip South
"Great Information.
I recently completed this course, and it provided practical, actionable guidance for growing my business through social media.
Before starting, most of my social media accounts were set up, but I had not really done anything with YouTube. Phillip’s course helped me fine tune my existing socials and start properly planning my YouTube journey. For my business and many other advisors, video marketing is a key driver of awareness and growth. While it initially felt daunting, the course breaks everything down using clear workflows and tools like Trello to efficiently plan and schedule content.
I highly recommend this course for advisors who are either just starting out or have been in the business for years and want to take things to the next level.
Thank you for all the great information!"
- Noah Robinson
"Power-packed and game changing!
Technical, yet genuinely down-to-earth.
Social Media Mastery by Philip Setter through Advisor Institute is one of the most comprehensive, practical programs I’ve come across for advisors navigating a modern, noisy market.
This isn’t surface-level “post more content” advice. The course goes deep into personal branding, niche clarity, platform optimization (LinkedIn, Instagram, Facebook, TikTok), video confidence, short-form and long-form content strategy, lead magnets, automation, and even paid ads—all framed for real-world execution without burnout.
It’s clear this curriculum was built through years of testing, refining, and lived experience. Everything is structured, digestible, and immediately applicable— especially for professionals who want strategy and momentum.
I enrolled curious... and quickly realized I’d stepped into a gold mine. If you’re serious about levelling up your business, sharpening your voice, and using social media intentionally rather than reactively, this is one I’ll never hesitate to recommend.
Thank you again, Phil, for this incredible opportunity and for sharing your knowledge and lived experience with us.
Utmost gratitude." - Taylor Ruby
Market Value: $10,500
This would be the actual NON-INFLATED price if you bought courses on similar topics from others in the industry.
Option 1: Select The One-Time Payment
Join Today For Only $997
-OR-
Option 2: Select 3 Equal Payment
3 Monthly Payments of $347/month
Market Value: $10,500
This would be the actual NON-INFLATED price if you bought courses on similar topics from others in the industry.
Option 1: Select The One-Time Payment
Join Today For Only $997
-OR-
Option 2: Select 3 Equal Payment
3 Monthly Payments of $347/month
WHEN YOU JOIN SOCIAL MEDIA MASTERY TODAY,
YOU GET:
WHEN YOU JOIN SOCIAL MEDIA MASTERY TODAY,
YOU GET:
Expert training built for financial advisors
Proven systems to attract and convert ideal clients
Frameworks to create content that gets results
Tools to build your brand and boost credibility
Strategies to turn social media into revenue
Still Have Questions? Let's Talk Mastery
Frequently Asked Questions
How long will I have access to the course?
You’ll have lifetime access to the full course, so you can revisit the lessons anytime you need a refresh or want to refine your strategy.
Who is this course for?
This program is designed for financial advisors and insurance professionals who want to attract clients online, build credibility, and create consistent growth without relying on cold calling or referrals.
How much time should I set aside each week?
You can start seeing progress in just 2–3 hours a week. Each module is short, practical, and focused on implementation, so you can apply what you learn immediately.
Do I need to be tech-savvy to benefit from this?
Not at all. The course was built for busy advisors — everything is explained in plain language, with walkthroughs that make setup and execution simple.
What if I’m just getting started as an advisor?
That’s actually ideal. This program gives you the blueprint to build your brand and client base from the ground up, even if you don’t have a following or marketing experience yet.
What if I don’t see results right away?
This program isn’t about quick wins or overnight success. It’s about building a business that generates results for a lifetime. Real growth takes consistency, personal development, and hard work. If you stay committed, apply what you learn, and give yourself time to grow, you can build the business and freedom you’ve always wanted.
Is there any ongoing cost after purchase?
Nope. This is a one-time payment for full lifetime access — no subscriptions or hidden fees.
Is there a money-back guarantee?
Yes, we offer a 100 percent money-back guarantee if you are not satisfied.
To qualify, you must:
1. Complete the entire course, including all modules and worksheets.
2. Create a short video using the HALO format that explains what you learned and how the course could be improved.
We stand behind the content completely. If you put in the work and still do not see the value, we will refund you in full.
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