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…
GROW WITH THE POWER OF VIDEO WEDS, MAY 11, 11AM-12PM ET Join five financial industry veterans for a value-packed hour covering everything you need to start leveraging the power of video to grow. Bring your notepad, an open mind and your questions as you hear actionable 10-minute presentations on: How…
For this important webinar, Charlie is joined by world-renowned Psychologist, Dr. Jack Singer. Turmoil in the market, socio-political uncertainty, and inflation has produced stress for financial advisors. Dr. Jack Singer will provide key habits to relieve this stress and lead a happier healthier life. In this game-changing webinar, you will…
Originally Recorded March 29, 2022. Lights, camera, YOU! You already have everything you need to easily and authentically leverage video to grow your business. In this webinar, Charlie is joined by Industry veteran Katie Braden, CFP®. We'll show you exactly how to get started today, how to maximize your ROI…
Recorded February 22, 2022 https://www.social-advisors.com Charlie is joined by Dr. Travis Parry, Ph.D. for this timely webinar about creating balance in your professional and personal life. Most Business Owners desire to scale their business and while there are a plethora of various marketing and advertising ways to bring revenue in,…
Social Advisors Charlie Van Derven shares content marketing opportunities for financial advisors as he winds his way back across the country. Even on the road, Charlie hones in on best practices for financial advisors and hammers home the importance of presenting best practices for business development until they become rote.…
Charlie Van Derven, from the road, shares how to develop connections into clients all by listening. Charlie's steps walk you through transitioning social calls into well developed business calls.
Whether I am coaching an advisor or implementing their business development system, it is generally for the same reason. They've scaled to their capacity and just do not have time to both service their clients and grow. Automation allows you to stop doing $20 an hour activities so you can…
Charlie is joined by industry veteran Blain Wease. Blain started Provincial Development Group in 2004 to help Wealth Management Firms equip their leaders to lead more effectively, build scale and realize sustainable growth. If growing your wealth management firm was easy, everyone would be wildly successful. All too often, approaches…
You're only as good as the network you influence. So, take 5 minutes a day and follow this simple routine that will expand your network by 6 to 9 people....EVERY SINGLE DAY. New client acquisition is about timing. People may become your client when the timing is right for them.…
This webinar was recorded on Thursday November 18, 2021 at 2:00 PM ET. In this webinar, Charlie Van Derven will be joined by industry marketing veteran Matt Halloran, Partner and Chief Relationship Officer at Proudmouth. If you've considered podcasting but don't know how to get started, this is the webinar…
Automating your four step business development process will simplify your practice and save you time. Time that is better spent with clients, friends & family or doing the things you love in life like recreation or volunteering. Lead a more balanced life by automating and simplifying the processes in your…
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…
Hey Financial Professionals. Quit buying leads and build a system that delivers personalized opportunities for you....for the rest of your career.
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…
