Former NFL & NBA performance-nutrition lead Shawn Zell (Fruition Financial, St. Louis) shares how he pivoted from the Rams and Bucks to fiercely independent financial planning - plus what “true client alignment” really looks like. We cover rapid licensing (SIE, 7, 66, 24), rebuilding a modern RIA tech stack, navigating…
Welcome to a high-energy, no-BS conversation with Jen Staben, Financial Advisor at Prime Capital and unapologetic force of nature in financial services. In this episode of the RIA Collective, Jen sits down with host Charlie Van Derven to share how she built a client-first practice her way and why that…
When your prospects ask AI to recommend a financial advisor, what happens? Some advisors already know. They've positioned themselves strategically, and they're seeing results. This Thursday, Charlie Van Derven, founder at Social Advisors, and I show you exactly what they're doing: - The two-step process you can implement this week…
In this episode of RIA Collective, host Charlie Van Derven sits down with Greg Curry, founder of Pillar Financial in Louisville, Kentucky. With nearly three decades of experience spanning accounting, insurance, and independent advisory, Greg shares his unique journey from CPA and institutional product management to building a successful fee-only…
Financial advisors: here’s the hard truth about your social media following—you don’t own it. LinkedIn, YouTube, Instagram, Facebook… you’ve built a strong network, but the platform controls the reach. When algorithms shift, so does your visibility. If you're serious about growing your practice, you need to build something you own—your…
What separates thriving financial advisors from those who struggle to gain traction with marketing? It’s not luck—it’s strategy, consistency, and clarity of message. Join industry thought leader Charlie Van Derven for a power-packed conversation with two of the most dynamic voices in advisor marketing: Laura Garfield, Co-Founder of Idea Decanter,…
If I were an advisor hell-bent on building a pipeline and growing AUM, I’d start with one thing: building the right email list. In this video, I break down the three most effective tactics financial advisors can use to grow an email list full of ideal prospects—people who actually want…
In this masterclass-style conversation, Charlie Van Derven of Social Advisors brings together industry voices Abby Sheridan (Greenrose PR), Matt Halloran (Proudmouth), and advisor Peter Kroll to answer one powerful question: How do financial advisors cut through the noise and create real influence? Here’s what we unpack: Why the right niche…
🎥 Master Content Creation for Financial Advisors in 2025 🚀 In this live session, Charlie Van Derven, marketing expert and founder of Social Advisors, shares actionable tools and strategies to help financial advisors master content creation, streamline their processes, and elevate their marketing going into 2025. From identifying your Ideal…
Originally Recorded on October 29, 2024 Description Date: Tuesday, October 29 Time: 2 PM EST Hosted by: Charlie Van Derven, Founder of Social Advisors, and Robyn Crane, CFP®, a Top Coach for Financial Advisors Are you ready to transform your business, attract ideal clients, and maximize your profits? Join Charlie…
Recorded on October 15, 2024 You’ve worked hard to build your business, but when it comes to scaling, one of the biggest challenges is knowing how and when to expand your team. Many advisors struggle with determining the right time to bring in help and even more so with finding…
🚨 Business Development Tip: Simple, But Not Necessarily Easy If there are people in your network that you’d love to work with, ask yourself: Do they know you’re interested? Think back to when you were dating, or maybe you still are. In business, just like in dating, opportunities don’t appear…
Originally Recorded on September 17, 2024 Stop buying cold leads or losing clients to a random Google search? It’s time to take control of your growth efforts and build a steady stream of warm leads from your own network. Join 30-year industry veteran Coach Joe Lukacs and marketing expert Charlie…
Join industry marketing veterans Charlie Van Derven of Social Advisors and Olivia Luper of Lexicon Advisor Marketing for an insightful LinkedIn Live event focused on the power of email marketing for financial advisors. In this session, Charlie and Olivia will dive into the best practices for building and expanding your…
Recorded on July 9, 2024 For the past 18 months, Registered Investment Advisors have had a game-changing opportunity to leverage client testimonials and reviews, thanks to the SEC Marketing Rules update in November 2022. Yet, how many are truly harnessing this powerful tool? Social proof is a potent force in…
Originally recorded June 4, 2024 at 2 PM ET Join us for an important webinar on "Mindset for Advisors," featuring insights from Charlie Van Derven, Founder of Social Advisors, and Kim Skermer, Founder of the Approach Coaching Method. Scheduled for June 4 at 2 PM ET, this session dives into…
Your success is intrinsically linked to the value you create and the extent of your reach. Join us live on LinkedIn for a session designed for advisors interested in growing their reach and their impact. We'll explore why email remains the best marketing asset for expanding your influence and how…
Originally recorded May 1 2024 Financial Advisors! Want to convert casual connections into prospects and clients? Here is your daily 15 minute LinkedIn routine that will absolutely create rapport and start the right conversations.
Recorded on April 30, 2024 Presenters: • Charlie Van Derven, President of Social Advisors • Olivia Luper, Founder of Lexicon Advisor Marketing • Kalli Fedusenko, Founder of KalliCollective About the Webinar: Email marketing remains a cornerstone of effective client communication and acquisition strategies for financial advisors. However, building and leveraging…
Recorded Live on March 26, 2024 A not-to-be-missed webinar with Charlie Van Derven and Social Advisors, featuring Dr. Jack Singer, renowned psychologist and coach to Olympic Gold Medalists. In "Unlocking Your Champion Potential," we delve into the success blueprints of elite athletes and how these strategies can skyrocket your career…
- Panelists: - Charlie Van Derven, Social Advisors - Niki Clark, Niki Clark Marketing - Angela York & Elyse Stoner, Custom Strategic Marketing Join us for an in depth panel discussion where industry experts share their most effective strategies in event marketing specifically tailored for financial advisors. "Maximizing Impact" is…
Check out this demo to learn more about how our proprietary Social Advisors Connect software works together to save you hours each day and put you in touch with the right people. With this software you can: - Personally connect with your targets on LinkedIn - Grow your email list…
Recorded Live on December 13, 2023 Join financial services marketing veterans Charlie Van Derven and Natalie Hales for a discussion on the art of choosing a niche. Natalie and Charlie will share their experience to help you navigate the niche selection process effectively. Gain a deeper understanding of how to…
Recorded Live on November 30, 2023 Join us for an educational webinar featuring two of the industry's experienced veterans, Charlie Van Derven and Carmine Corino. With Charlie’s extensive background in marketing and business development in Financial Services, and Carmine's journey in founding Cornerstone Planning Group, an RIA renowned for its…
