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 system that turns random growth into predictable results—without relying solely on referrals or winging it.
In this live session, you’ll discover:
• The “Core 4” marketing framework that helps advisors scale consistently
• Michael’s “List of Fives” exercise to focus your 2026 goals
• How to blend digital marketing with organic efforts to drive wallet share, referrals, and introductions
• Real examples of how educational events convert prospects into clients
• Why webinars are not just marketing—but your most scalable conversion tool
• A simple funnel for aligning your annual goal with daily action
Whether you’re an advisor looking to refine your planning process or a growth-minded firm ready to scale, this session will leave you with actionable tools and a clearer path forward.