What are independent advisors focused on heading into 2026? We asked, and now we’re breaking down the results.
Join Charlie Van Derven, Founder of Social Advisors and Fractional Chief Growth Officer to RIA firms, and Zoë Meggert, Founder and CEO of Perfectly Planned Content, for a webinar exploring the biggest trends shaping advisor growth strategies in the year ahead. This session brings together fresh data, smart marketing insights, and practical strategies to help advisors drive real business results.
In this webinar, you’ll learn:
• What the latest advisor survey reveals about your peers’ top priorities for 2026
• How to create content that builds trust, drives engagement, and remains compliant
• The most common mistakes advisors are still making with marketing, and how to fix them
• Where content fits in a modern growth strategy, and what tactics to leave behind
• Why alignment between marketing and business development is more important than ever
Whether you're refining your value proposition, building momentum, or looking to offload marketing entirely, this conversation will offer clarity, direction, and actionable ideas you can implement right away.