Jeff Concepción, CEO of Stratos Wealth Partners, and Charlie Van Derven talk about the freedom of independence. The choices you have, from world-class technology to a full variety of products and services, provide autonomy and the ability to be a true fiduciary to your clients. If you're thinking about a…
In this important episode of RIA Collective, Charlie interviews leading breakaway attorney Corey Kupfer. Corey offers his tips and insight to help you break away from the large firms with less friction and greater success. Charlie and Corey discuss authenticity, negotiations, and the key considerations as financial advisors stuck in…
The regulators will hate us for this, but QUIT SHARING THE CANNED BS CONTENT! There, I said it. Mindy and Charlie and going to provide tips for creating and leveraging highly personalized content that speaks to the network you're building and creates inbound opportunities for growth. Are you lazy? Canned…
My interview with Brian Carney, Co-founder of RiversEdge Advisors, LLC was eye-opening for so many reasons. Brian has a great podcast called Happy Half Hour with an Entrepreneur where he shares the stories of prominent business owners with his listeners. He also reviews a beer on each episode. Want to…
Join Charlie and Mindy to learn the technologies that we love and use daily. Tuesday, August 30, 2022.
Hosting educational events is key to influence and growth. With the digital tools at our disposal, it is just as easy to talk to 10,000 people as it is 100. When you nurture a network of that size, you must have a way to measure engagement. Join Charlie Van Derven…
Sean Polley has seen so much throughout his 20+ year career in financial services. Today's episode of RIA Collective focuses on the main drivers for Sean to break away from the banks and start Polley Wealth Management. Sean and Charlie pose the question, "can you be a captive advisor and…
Seminars and Webinars are AWESOME! I love the education they provide, but as a business developer and marketer, events are measuring tools. They tell you exactly who is ready for the follow up conversation. The best way to promote your webinar or seminar is with LinkedIn Events. DO NOT spend…
Referrals are key to your growth. Charlie, Mindy, and our friend & client Colin Burke will talk about the best ways to leverage LinkedIn and content to create and grow COI relationships work. Join us for this important 15-30 minute discussion.
In this episode of RIA Collective, Charlie is joined by Dennis Snoozy, Founder and President of SNP Financial Advisors. Throughout his almost 30-year career in financial services, Dennis Snoozy has a lot of hats. From Financial Advisor to Regional Manager, and now with his RIA, Dennis brings a variety of…
The statistics indicate that each time you ask for a referral, you're likelier to be damaging a relationship than starting a new one. Charlie Van Derven will talk you through a step by step process for gaining introduction to key people that will build trust and increase the likelihood of…
Recorded July 26, 2022 Are you spending enough time and money on your marketing and PR? Chances are you are so busy working with your clients and running the business that crucial marketing activities are not properly prioritized, budgeted for, and executed. But being an entrepreneur means wearing many hats,…
Brian George formed Planning Network Partners, LLC in 2022 because he believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors. In 2021, he created Charitable Planning Network, LLC to help Financial Advisors bring greater value to their…
Join Charlie Van Derven and Lindsay McAndrew, our Director of Content and Branding for this LIVE session. Lindsay will walk you through a simple process for creating personalized content that reinforces your brand and develops relatability and trust. The industry and firm canned content is no longer an option. Your…
Interested in transitioning your financial practice to independent or RIA? Join Charlie Van Derven and industry veteran Kelly Olczak, CFP®, Co-Founder of LynnLeigh & Co, Inc. walks us through her journey from a technology career to Financial Services. During the past 20 years, Kelly grew with Edward Jones, transitioned to…
Today Mindy Klinck and Charlie Van Derven discuss the foundational importance of building the right network. Surrounding yourself with the right people will pay dividends today and throughout your career.
Originally recorded on June 21, 2022. In this webinar, Charlie is joined by Rylan Folts, Chief Revenue Officer at Catalyze AI. Predictive analytics is utilizing historic data and characteristics to predict an upcoming result. Rylan will discuss the use of predictive analytics to identify which of your prospects is most…
Love it or hate it, social media is deeply ingrained into how we do business. When it comes to curating your online presence, here are a few things to keep in mind: Pay attention to whose brand catches your eye-what draws your attention to them? -How do you want to…
As a business that helps other businesses grow, we’re constantly learning and growing ourselves in order to provide the absolute best service for our clients. We can’t tell you much, but we can say that we are beyond excited for what we’ve got in store. Any guesses on what we’re…
Give it time. When you’re implementing a new marketing strategy you need to be realistic with your expectations for when you’ll start seeing results. Let’s talk a little bit about what that looks like. #socialmedia #financialmarketing #core4 #marketingautomation #businessdevelopment #socialadvisors #contentmarketing #contentcreation
Business Development, Clients Acquisition, Growth for Financial Professionals & Recruiters. Remember Clout Scores? We have a system that applies a similar score to your 100s or 1000s of prospects. The CORE4 Growth System We start by understanding exactly who you want to attract to your business. Leveraging Marketing Automation, Social…
NEWSFLASH: The HUGE majority of the advisors (and I expect other professionals) I meet do not have an adequate process in place for follow-up with prospects. How much AUM/revenue are you leaving on the table? 80% of new clients require at least 5 meaningful touches to convert. Yet, most people…
@Social Advisors bring you a timely webinar discussion with Maribeth Kuzmeski, Ph.D. and Charlie Van Derven. Insights: The Evolution of Marketing and Client Acquisition for Financial Professionals With new technology and changes in compliance, marketing for financial professionals is evolving quickly. Few people are leading those changes more than Maribeth…
