Charlie Van Derven
The 2024 State of Testimonial Marketing for Financial Advisors
For the past 18 months, Registered Investment Advisors have had a game-changing opportunity to leverage client testimonials and reviews.
top of page
Charlie Van Derven
- Jun 24
- 2 min
Use Your LinkedIn DMs to Create More Opportunities
In this video, Niki Clark of Niki Clark Marketing and Charlie Van Derven of Social Advisors dive into the best practices for LinkedIn DMs.
85 views0 comments
Charlie Van Derven
- Jun 6
- 1 min
Empowering Mindset Mastery: Tools for Today's Advisors with Kim Skermer
Mindset is first, it is the root of your success. Work on yourself and help your business grow.
22 views0 comments
Charlie Van Derven
- May 3
- 1 min
Financial Advisors' 15 Minute Daily LinkedIn Routine to Convert Connections into Prospects and Clients
Thanks to those of you who were able to make it to the first Client Only coaching call. These are the 4 steps you need to execute daily...
66 views0 comments
Charlie Van Derven
- May 1
- 1 min
Unlocking the Power of Email Marketing for Financial Advisors
Presenters: • Charlie Van Derven, President of Social Advisors • Olivia Luper, Founder of Lexicon Advisor Marketing • Kalli Fedusenko,...
48 views0 comments
Charlie Van Derven
- Mar 27
- 1 min
Actionable Steps to Develop the Mindset of a CHAMPION Financial Services Professional
we delve into the success blueprints of elite athletes and how these strategies can skyrocket your career and personal life.
45 views0 comments
Charlie Van Derven
- Feb 28
- 1 min
TopicMaximizing Impact: Innovative Event Marketing Techniques for Financial Advisors
- Panelists: - Charlie Van Derven, Social Advisors - Niki Clark, Niki Clark Marketing - Angela York & Elyse Stoner, Custom Strategic...
18 views0 comments
Charlie Van Derven
- Jan 11
- 2 min
Technology and AI to Scale and Grow Your Financial Practice.
Business needs to be scalable and efficient. Here are some tips and tools to help you become more scalable and efficient.
6 views0 comments
Charlie Van Derven
- Dec 14, 2023
- 1 min
Mastering Niche Power: Elevating Your Marketing Strategy with Natalie Hales and Charlie Van Derven
Learn why choosing your niche is so important for financial professionals. Remove the competition and understand your target.
35 views0 comments
Charlie Van Derven
- Dec 1, 2023
- 1 min
Breaking Free for Success: Navigating the Journey to Independence in Financial Services
Become an Independent advisor. Break away from the captive wirehouse.
30 views0 comments
Charlie Van Derven
- Nov 16, 2023
- 1 min
2024 Marketing Workshop Replay
Stay ahead in financial services with our 2024 Marketing Workshop, designed to sharpen your strategy for the year ahead. Learn to...
20 views0 comments
Charlie Van Derven
- Oct 25, 2023
- 1 min
Webinar Replay- LinkedIn to Loyalty: Mastering Client Conversion
Charlie Van Derven of Social Advisors and Michael Lecours, CFP®, co-founder of fpPathfinder and a practicing financial advisor, invite...
9 views0 comments
Charlie Van Derven
- Sep 20, 2023
- 1 min
Webinar Replay: Decoding Advisor Transition Deals
Navigating the world of advisor transition deals can often seem like deciphering a foreign language. What types of deals are really out...
43 views0 comments
Charlie Van Derven
- Aug 30, 2023
- 1 min
WEBINAR REPLAY: Unlocking LinkedIn's Potential: How to Convert Connections into Clients
Are you a financial advisor with a vast LinkedIn network, yet feel you're not tapping into its full potential for client acquisition?...
41 views0 comments
Charlie Van Derven
- Jul 6, 2023
- 2 min
5 Ways Advisors Can Leverage LinkedIn for Growth
LinkedIn can be an excellent tool for financial advisors seeking to network, prospect, and grow their businesses. Here are five ways to...
68 views0 comments
Charlie Van Derven
- Jul 5, 2023
- 2 min
Harness the Power of LinkedIn Groups to Elevate Your Financial Advisory Practice!
Networking is the lifeblood of any service-oriented business, especially within our financial advisory industry. Check LinkedIn Groups
125 views0 comments
Charlie Van Derven
- Jun 23, 2023
- 3 min
Unlocking Success: Two Reasons Your Marketing Doesn’t Work
Financial services is one of the most competitive industries in North America. To grow a practice outside your small natural network, you...
65 views0 comments
Charlie Van Derven
- Jun 7, 2023
- 1 min
Shoutout in Horses Mouth
It's nice when an industry leader recognizes the value of the service you provide. Thanks Horsesmouth for the mention in your recent...
18 views0 comments
Charlie Van Derven
- Jun 5, 2023
- 3 min
Value-Added Content: The Key to Trust and Credibility
Attract clients, elevate your industry stature, and strengthen client relationships through value-added content.
86 views0 comments
Charlie Van Derven
- Jun 1, 2023
- 1 min
Authenticity at Scale: Crafting and Scaling Your Marketing Message for Financial Advisors
A webinar replay on authentic marketing for financial professionals.
29 views0 comments
bottom of page