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

Videos

Jan. 12, 2018

How Financial Advisors Can Source Introductions Though Advocates

This video is about identifying your personal and professional advocates, and getting introduced to the people that you want to know. We try to give you all the information you need to get out there and ask for intelligent introductions. If you aren't servicing your future clients, someone else will…

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Jan. 12, 2018

Using LinkedIn Sales Navigator for Financial Advisors

In a world where we need to stop asking for referrals and start asking for introductions, Sales Navigator is going to tell you exactly who your advocates are connected to. In this video Charlie walks you through the 2 main reasons why Sales Navigator is a tool that you need…

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Dec. 19, 2017

Successful Financial Advisor Guide to More Clients

Financial Advisors have many problems to deal with in this modern age including getting more financial clients. Managing your LinkedIn profile shouldn't be one of those difficult tasks. Social Advisors is here to help you. Follow along with our newest series of videos that focuses on 3 easy steps to…

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Dec. 19, 2017

The Problems and Modern Day Solutions for Financial Advisors

Financial Advisors have many problems to deal with in this modern age. Managing your LinkedIn profile shouldn't be one of those difficult tasks. Social Advisors is here to help you. Follow along with our newest series of videos that focuses on 3 easy steps to use your LinkedIn profile for…

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Oct. 26, 2017

Tuesday's @2

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June 27, 2017

2017 Mega Mixer Volusia County Chamber Alliance

Thank you Volusia County Chamber Alliance for another great Mega Mixer at Daytona International Airport! Thank you to those that participated in the video: Holly Stockus June Rogers Logan Perakis - Zeno's Jessica Srodulski - Kennel Club & Poker Room Lloyd Bowes - Peabody Foundation Tiffany Evens - East Coast…

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June 19, 2017

How to Use Facebook Cover Video for BUSINESS pages June 2017 Update

It is finally here, June 16th Facebook confirmed 80% of Facebook Business Pages had access to VIDEO COVERS! Are you using them yet? Is your competition? What are these mystical features? Check your Facebook page using this tutorial to see if you have the Facebook video cover feature! At Social…

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June 1, 2017

How to Ask for Referrals as a Financial Advisor

Asking for referrals as a financial advisor can be a slippery slope. You don't want to devalue your client or hurt your relationship with them. But you need to grow your business. Here is why you should think twice before asking for a referral from a client. For more information…

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April 4, 2017

What does blogging do for you?

424% More Indexed Pages 97% More Inbound Links 55% More Visitors 67% More LEADS If you are blogging you are on the path of doing something right. At Social Advisors, our direct mission is to offer high-touch white glove marketing services to financial advisors. In contrast to the automated marketing…

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April 4, 2017

FAQs from Financial Advisors about Social Media Marketing w/Charlie Van Derven

Some financial advisors think that there is no way to bring their business into the new age of communication. Other financial advisors think they can “set it and forget it” with social media. Using automated systems and copied content to post to their social media. Showing a copied presence on…

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March 31, 2017

How Financial Advisors Can Stand Out with Marketing

Marketing for Financial Advisors doesn’t have to be static (and doesn't work). As a financial advisor you can stand out from your competitors with compliant content creation with personality that will attract leads and opportunities to you. Many marketers in the financial advisors industry have a one and done automated…

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March 21, 2017

Using Engagement on Your Facebook Page as an Audience

The latest addition to your arsenal of Facebook advertising is using past Engagement on Your Facebook Page as an Audience. You can convert past views on your Facebook page, interaction on posts and much more into engagement and views to a website of your choosing. At Social Advisors, our direct…

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March 10, 2017

Custom = Authority and Authenticity

We all need new marketing content to attract new clients to our business. Don't let your first impression to potential prospects be canned content that is shared by 10,000 other financial advisors! At Social Advisors, our direct mission is to offer high-touch white glove marketing services to financial advisors. In…

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March 5, 2017

Got Niche?

Having a niche market is the key to successful and profitable leads. Through this video we will inform you ways you can develop your niche market and use that information in Facebook targeted ads. Background music: Cephelopod - Cephelopod by Kevin MacLeod is licensed under a Creative Commons Attribution license…

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Feb. 22, 2017

LinkedIn is the New Cold Calling

If you are not getting clients from LinkedIn, you are using it wrong. The team at Social Advisors treats our clients’ businesses as our own. We eat, sleep and breathe network growth and lead development. We’re here because we love what we do! Let us develop a direct messaging strategy…

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Feb. 2, 2017

Un-Automate Your Social Media

Robomarkers are attacking the Financial Advisors industry by the droves. Canned content hurts your business, brand, and opportunities with potential clients. Call Social Advisors today and we can show you how we can be an extension of your business as your white glove marketing team. The team at Social Advisors…

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