Nobody leaves a networking event saying: "I just met a 42-year-old homeowner with a moderate risk tolerance." In this clip, Andrew Winig explains why most advisor pitches are forgettable and why stories, not demographics, are what people actually remember. If you want more referrals, stop sounding like everyone else. 🎧…
What makes a financial advisor different? According to Andrew Winig, most advisors struggle to answer that question clearly. In this episode of RIA Collective, host Charlie Van Derven sits down with Andrew Winig, founder of Your Elevator Pitch Coach, to discuss one of the biggest challenges advisors face: explaining what…
Many advisors stay at wirehouses because they think independence means figuring everything out alone. In this clip, Damian Lo Basso explains why that mindset is outdated and how today’s RIAs have access to an entire ecosystem of specialized support, from fractional leadership to industry-specific partners. The risk is real. But…
RIAs no longer need massive internal teams to build world-class firms. In this clip, Damian Lo Basso explains how fractional leadership gives advisory firms access to high-level expertise without the massive overhead of hiring full-time executives. Fractional CFOs, CMOs, COOs, and CIOs are changing how independent firms scale. 🎧 Watch…
Most people still think financial advisors are just stockbrokers. In this clip, Damian Lo Basso breaks down how the industry has evolved from commission-driven sales to true financial planning, fiduciary advice, and long-term client relationships. The public perception has not fully caught up yet, but the independent advisor movement is…
Most RIAs don’t think they need a CFO… until they realize they do. In this episode of RIA Collective, host Charlie Van Derven sits down with Damian Lo Basso, Founder of My RIA CFO, to discuss the financial blind spots that hold advisory firms back during transition, growth, and scaling.…
Advisory firm growth often creates a new challenge: the business needs more structure than one person can realistically provide. Marketing needs direction. Operations need consistency. Investment oversight, financial management, team clarity, and client service all require attention. In this webinar replay, Charlie Van Derven, Jennifer Goldman, Eric Stein, and Damian…
Most advisors focus on payouts, platforms, and transition logistics. But in this clip, Andree Mohr explains why the most important question is much simpler: Why do you want to make the move in the first place? Without clarity on your goals, values, and vision, it’s almost impossible to make the…
Most advisors think independence is about freedom and flexibility. But in this clip, Andree Mohr explains why true independence is really about alignment: serving clients in a way that fully reflects your values, process, and vision. The best advisory firms are not built around shareholder priorities. They’re built around clients…
What does advisor independence actually mean? In this episode of RIA Collective, host Charlie Van Derven sits down with Andree Mohr, President of Integrated Partners, to explore why the move to independence is about much more than business structure. Andree shares her unique journey from starting as a PR intern…
Trust drives growth. For financial advisors, public relations can play a bigger role in building that trust than many realize. In this webinar, Charlie Van Derven, Fractional CMO and founder of Social Advisors, is joined by Abbie Sheridan, founder of Greenrose Communications, for a practical conversation on how strategic PR…
Growth doesn’t happen by accident. If your 2026 business plan looks like a New Year’s resolution without a roadmap, this webinar is for you. Join Charlie Van Derven (Social Advisors) and Michael Silver (AlphaScale) for a high-impact conversation that bridges marketing strategy with performance planning. Learn how to build a…
One of the hardest truths advisors need to hear. In this clip, Tyson Ray explains why many financial advisors spend decades building successful businesses… only to realize later they sacrificed too much time with the people who mattered most. Succession planning is not just about money. It’s about making sure…
Succession is not just retirement planning. In this clip, Tyson Ray explains why advisors need to stop thinking about succession as “someday” and start thinking about what happens if life changes tomorrow. Health events, family priorities, burnout, and unexpected life moments can force decisions faster than most advisors expect. The…
What if you don’t actually own your book of business? In this episode of RIA Collective, host Charlie Van Derven sits down with Tyson Ray of FORM Wealth Advisors to break down one of the most misunderstood topics in financial services: succession. Tyson shares the eye-opening realization that many advisors,…
Want to use video marketing to grow your financial advisory firm, build trust faster, and stand out online? In this webinar, Charlie Van Derven of Social Advisors joins Nate Hoskin, CFP®, and Nick Meyer, CFP® of SageContent to break down how financial advisors can use video to build credibility, increase…
This is what AI in advisory firms should actually look like. In this clip, Thomas Clawson shares a creative example of using AI to personalize client outreach, from identifying where clients went to school to generating March Madness brackets and emails in seconds. It’s not about automation for the sake…
Most CRMs are trying to bolt AI onto outdated systems. In this clip, Thomas Clawson explains why being AI-native from day one creates a massive advantage for advisory firms, from faster innovation to better user outcomes. This isn’t just an upgrade. It’s a completely different foundation. 🎧 Watch the full…
What happens when a CRM is built for advisors with AI at its core, instead of having AI bolted on later? In this episode of RIA Collective, host Charlie Van Derven sits down with Thomas Clawson, Co-Founder of Slant, to explore how AI-native CRM technology is changing the way financial…
What does it really take to grow as a financial advisor? In this episode of RIA Collective, host Charlie Van Derven sits down with Dennis Huergo of Wealth Enhancement Group to explore the mindset, career decisions, and experiences that shape successful advisors over time. Dennis shares his journey from military…
Featuring Charlie Van Derven (Founder, Social Advisors | Fractional CMO for Independent Advisors & RIAs) and Tanner Westmoreland (Founder, FinVidi) Most advisors know video “works.” The problem is turning video into real business growth without overcomplicating the process, buying a studio, or getting stuck in perfectionism. In this conversational session,…
AI is everywhere in financial services, but most advisors are only scratching the surface. In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Sova, Co-Founder of Subatomic AI, to explore how artificial intelligence is moving beyond basic tools and becoming a true collaborative partner inside…
Cyber threats are evolving faster than compliance standards. For RIAs and independent advisors, that gap creates serious risk and a powerful opportunity. Join Carm Cicalese, Founder of Cyber CIC, LLC, and Charlie Van Derven, Founder of Social Advisors and Fractional Chief Growth Officer, for a straight-talking conversation about what cybersecurity…
What does the next generation of advisory firms actually look like? In this episode of RIA Collective, host Charlie Van Derven sits down with Jon Henderson, Founder of Echo 45 Advisors, to explore how independent firms are evolving beyond traditional investment management into fully integrated advisory businesses. After spending 20…
