Blog | Social Advisors

Why Your RIA Needs a Fractional CMO: Don’t Get Left Behind

Charlie Van Derven

Nov 192 min read

Why Your RIA Needs a Fractional CMO: Don’t Get Left Behind

A Fractional CMO can be a game changer for small and mid sized RIAs. Gain executive level expertise without the payroll investment.

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Webinar Replay: Attract Ideal Clients and "Clone" Them Like Magic

Charlie Van Derven

Oct 301 min read

Webinar Replay: Attract Ideal Clients and "Clone" Them Like Magic

Originally Recorded on October 29, 2024 Date: Tuesday, October 29 Time: 2 PM EST Hosted by: Charlie Van Derven, Founder of Social...

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Charlie Van Derven

Oct 172 min read

Scaling Smart: When and How to Grow Your Team with Jen Goldman and Charlie Van Derven

You’ve worked hard to build your business. When it comes to scaling, one of the challenges is knowing how and when to expand your team.

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Financial Advisors - Stop Buying Leads: Focus on What Works

Charlie Van Derven

Sep 201 min read

Financial Advisors - Stop Buying Leads: Focus on What Works

Stop buying cold leads or losing clients to a random Google search? It’s time to take control of your growth efforts and build a steady st

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The 2024 State of Testimonial Marketing for Financial Advisors

Charlie Van Derven

Jul 101 min read

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.

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Use Your LinkedIn DMs to Create More Opportunities

Charlie Van Derven

Jun 242 min read

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.

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Empowering Mindset Mastery: Tools for Today's Advisors with Kim Skermer

Charlie Van Derven

Jun 61 min read

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.

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Financial Advisors' 15 Minute Daily LinkedIn Routine to Convert Connections into Prospects and Clients

Charlie Van Derven

May 31 min read

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...

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Unlocking the Power of Email Marketing for Financial Advisors

Charlie Van Derven

May 11 min read

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,...

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Actionable Steps to Develop the Mindset of a CHAMPION Financial Services Professional

Charlie Van Derven

Mar 271 min read

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.

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TopicMaximizing Impact: Innovative Event Marketing Techniques for Financial Advisors

Charlie Van Derven

Feb 281 min read

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...

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Technology and AI to Scale and Grow Your Financial Practice.

Charlie Van Derven

Jan 112 min read

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.

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Charlie Van Derven

Dec 14, 20231 min read

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.

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Breaking Free for Success: Navigating the Journey to Independence in Financial Services

Charlie Van Derven

Dec 1, 20231 min read

Breaking Free for Success: Navigating the Journey to Independence in Financial Services

Become an Independent advisor. Break away from the captive wirehouse.

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Charlie Van Derven

Nov 16, 20231 min read

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...

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Charlie Van Derven

Oct 25, 20231 min read

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...

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Webinar Replay: Decoding Advisor Transition Deals

Charlie Van Derven

Sep 20, 20231 min read

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...

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WEBINAR REPLAY: Unlocking LinkedIn's Potential: How to Convert Connections into Clients

Charlie Van Derven

Aug 30, 20231 min read

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?...

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5 Ways Advisors Can Leverage LinkedIn for Growth

Charlie Van Derven

Jul 6, 20232 min read

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...

72 views0 comments

Harness the Power of LinkedIn Groups to Elevate Your Financial Advisory Practice!

Charlie Van Derven

Jul 5, 20232 min read

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