Welcome to RIA Collective. Taking the Fear and Mystery out of Going Independent.

Videos

Oct. 14, 2021

Helping Advisors Retire Wellthy. With Stevyn Guinnip.

Your Wellness Plan is as Important as your Financial Plan. For this important webinar, Charlie is joined by renowned Physiologist and Certified Wellness Coach, Stevyn Guinnip, MS, CWC. Stevyn is an exercise physiologist and certified wellness coach, as well as the daughter of a successful financial advisor. She is the…

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Oct. 11, 2021

Night of the Living Dead Leads

Hey Financial Professionals. Quit buying leads and build a system that delivers personalized opportunities for you....for the rest of your career.

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Oct. 7, 2021

Welcome to Social Advisors Automation

We've been helping financial practices grow since 1998. We were launching some pretty simple websites back then. My, how the business development tools available to financial advisors have changed over the years. Today, the most successful independent advisors and RIAs as leveraging automation to scale their practice and give them…

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Sept. 28, 2021

The Mindset of a Champion Advisor

Join world-renowned Psychologist Dr. Jack Singer and Sales and Marketing veteran Charlie Van Derven for this exclusive webinar. Have you ever wondered what it takes to become an olympic gold medal winner? Would you like to learn from the exact same blueprint for success and be able to put it…

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Aug. 27, 2021

Sales Navigator to Source the Right Introductions

SOURCING PERSONAL INTRODUCTIONS with the help of LinkedIn Sales Navigator. In any professional service business where trust is a factor in the client/provider relationship, personal introductions are a must. For financial professionals, slightly less than 65% of affluent investors indicate that they met their current advisor through a personal or…

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June 9, 2021

Branding for Growth with Charlie Van Derven and Michael Morrison

Join industry Marketing and Business Development veterans Michael Morrison and Charlie Van Derven to learn how growth-oriented advisors leverage their brands to stand out and win new clients. Attendees will learn how to… 1 Define and clarify their practice’s value proposition 2 Explore strategies to amplify their unique perspectives 3…

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May 18, 2021

Stop Selling - 4 Steps to Become a Financial Influencer

Sales are different today. If you're not developing your brand and leadership within a growing network of niche opportunities, you are missing an opportunity. Learn 4 essential steps to growing the right audience and creating consistent influence. Your days of direct sales can soon be over. Charlie shows you how…

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March 29, 2021

4 Secrets to Content Marketing for Financial Advisors March 2021

Content marketing for financial advisors is intense work. Charlie Van Derven, of Social Advisors, shares Social Advisors top secrets for creating impact with your content and being in the position to grow your audience. If the whole goal of content marketing is to create genuine opportunities to connect with your…

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March 18, 2021

Mastering 3 Key Habits of Avoiding Burnout - Resilient Financial Advisors w Charlie & Dr Jack Singer

Charlie & Dr. Jack talk about how many financial professionals are struggling with a ton of unexpected stressors. Burnout among financial professionals can easily rear its ugly head under these circumstances. In this career-saving webinar, Dr. Jack will provide you with specific exercises for re-wiring your brain for maximum burnout…

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Jan. 20, 2021

An Introduction to Social Advisors

80% of the B2B sales leads sourced on the Internet come from one source, LinkedIn.com. Fill your sales pipeline with our Complete LinkedIn Sales Solution, a sales strategy tailored specifically for you.

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Dec. 29, 2020

How to start 3 new conversation every day

What could you do with 360 new conversations every single year? If you set aside just 10 minutes every morning for prospecting, you can get in front of hundreds of new opportunities in 2020.

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Dec. 15, 2020

[Webinar] Building Resilience and Thriving During Challenging Times

As we approach the end of a year unlike any of us have experienced, we look forward to 2021 with the cautious hope that our professional lives return to some normalcy. Many financial professionals have stress related to uncertainty and are unsure how to continue to grow in our environment.…

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Dec. 7, 2020

Building Resilience and Thriving During Challenging Times

As we approach the end of a year unlike any of us have experienced, we look forward to 2021 with the cautious hope that our professional lives return to some normalcy. Many financial professionals have stress related to uncertainty and are unsure of how to continue to grow in our…

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Oct. 30, 2020

Happy Halloween from Social Advisors #ghostphotoshootchallenge

For Halloween this year, our team decided to try our hand at the #ghostphotoshootchallenge.

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Aug. 24, 2020

Introduction to the Social Selling Challenge (Introductions)

It's time to stop asking for referrals and start asking for introductions. This video will show you how.

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May 21, 2020

Welcome to Social Advisors

We take the guesswork out of Prospecting.

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April 14, 2020

Prospecting in the Age of Social Distancing

Every day Covid-19 keeps us in quarantine, the more of an impact it has on businesses. Here in Florida, we are under a Stay-At-Home order. The only businesses operating are either essential, digital, or virtual. There are technologies that make switching to a virtual office seamless. One technology I am…

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April 9, 2020

Technologies for Working in a Virtual Office.

When it comes to digital prospecting, I like to use every tool available to make the right impact. A recent technology I have discovered is Cyrstal. Cyrstal is a sales profiling tool that helps you better connect with prospects. Learn the best way to approach someone before sending a welcome…

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Dec. 10, 2019

Take the Guess Work out of Prospecting

Did you know 80% of B2B leads sourced online go through LinkedIn? It's the single most powerful tool you have for prospecting. When you let Social Advisors guide your prospecting, you take the guesswork out of it.

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Nov. 19, 2019

Building Trust With New Prospects

An important part of any sales process is trust-building, and becoming a thought leader builds trust with prospects even before you connect with them.

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Sept. 16, 2019

The Social Selling Challenge

We invite you to take our challenge and let us know your results.

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Aug. 7, 2019

Learn How To Use Sales Navigator

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July 30, 2019

The Five Points of a Successful LinkedIn Profile

Is your LinkedIn Profile stopping opportunities in their tracks? We're here to help you find out.

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July 16, 2019

Growing Your Network

It's important to grow your network. It's the basis of growing your business. Find out how Social Advisors helps to accomplish this goal.

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