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Goal Setting for Financial Advisors in 2025: Practical Tips to Thrive
The start of a new year is the perfect time to set goals that drive growth, improve efficiency, and enhance client relationships. But...
Charlie Van Derven
Dec 19, 20242 min read
33 views
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Train Your AI: Mastering Content Creation for Financial Advisors: Tools, Strategies, and Time-Saving Tips for 2025
Content creation is no longer a luxury for financial advisors—it’s a necessity.
Charlie Van Derven
Dec 18, 20245 min read
27 views
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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.
Charlie Van Derven
Nov 19, 20242 min read
55 views
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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...
Charlie Van Derven
Oct 30, 20241 min read
18 views
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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.
Charlie Van Derven
Jul 10, 20241 min read
48 views
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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...
Charlie Van Derven
May 3, 20241 min read
69 views
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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,...
Charlie Van Derven
May 1, 20241 min read
51 views
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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.
Charlie Van Derven
Dec 14, 20231 min read
35 views
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Tales from the Trenches: Marketing that Works for Advisors Today!
Marie Swift and Charlie Van Derven discuss marketing that works for advisors today. The pandemic impacted all of us. Why did some advisors
Charlie Van Derven
Jul 27, 20222 min read
102 views
1 comment


Marketing Insights with Maribeth Kuzmeski, Ph.D. and Charlie Van Derven
Track important changes in the way financial advisors market themselves and acquire new clients.
Charlie Van Derven
May 19, 20221 min read
53 views
0 comments


Webinar: Lights, Camera, YOU! Leveraging Video to Grow Your Practice.
Tips for creating videos for financial advisors. Marketing videos are important. Simple inexpensive ways to create quality video.
Charlie Van Derven
Mar 31, 20221 min read
45 views
0 comments


Content Marketing to Turn Followers into Clients
Tips for Content Marketing for Financial Advisors.
Charlie Van Derven
Mar 23, 20223 min read
129 views
0 comments


Webinar Replay: Still Living in the Stone Age? Automate Your Simple Processes
Automate simple processes for financial professionals
Charlie Van Derven
Feb 10, 20221 min read
25 views
0 comments


How to Start Three New Conversations...EVERY SINGLE DAY
If you're unable to start prospecting conversations consistently, this video will help you find and engage with the right professionals.
Charlie Van Derven
Apr 15, 20211 min read
36 views
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Targeting Niche Markets Part I: The Importance
Marketing and prospecting is better when you have a niche. Tips for picking out your niche audience.
Charlie Van Derven
Jan 16, 20202 min read
10 views
0 comments


Leads, LinkedIn and Your Small Business
LinkedIn is the best platform for sourcing professional opportunities. 80% of all leads sourced on social come from LinkedIn.
Charlie Van Derven
Dec 19, 20192 min read
23 views
0 comments


Top 5 Reasons Why Facebook Rejected Your Ad
The reasons Facebook keeps blocking your ad.
Charlie Van Derven
Nov 2, 20193 min read
15 views
1 comment


3 Ways To Shut Negativity Out of Your Facebook Life
Ways to scrub negativity from your Facebook feed.
Charlie Van Derven
Oct 16, 20192 min read
14 views
0 comments


Doing it Right: Creating Engaging Content for Your Profile
If you’ve developed profiles for your business on major social media sites and you’ve gotten some “Likes” and followers, congratulations!...
Charlie Van Derven
Sep 19, 20193 min read
6 views
0 comments


Why You, Yes YOU, Should Use LinkedIn Sales Navigator
LinkedIn Sales Navigator is the single best sales platform you'll ever use to meet the right professionals. Prove me wrong
Charlie Van Derven
Jul 17, 20193 min read
12 views
0 comments
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