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.
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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,...
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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.
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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
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Charlie Van Derven
- Apr 19, 2023
- 3 min
Simple Tips to Measure Your Professional Network for Beginners
Learn easy-to-follow tips and ideas for utilizing webinars, outreach, social media engagement, polls, surveys.
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Charlie Van Derven
- Jun 22, 2022
- 1 min
Money in Motion: Leverage Predictive Analytics to Drive Growth
Financial Advisors are looking for money in motion indicators. Big data creates predictive analytics to demonstrate money in motion.
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Charlie Van Derven
- Jun 1, 2022
- 1 min
Marketing Automation for Financial Professionals
Benefits of Marketing Automation for Financial Advisors and other professionals. 451% growth in lead development, 20% increase in productivi
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Charlie Van Derven
- Apr 7, 2022
- 4 min
The CORE4 Advantage: Four Steps to Business Development Success
A simple 4 step process to grow your financial practice. Marketing and Business Development for Financial Advisors.
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Charlie Van Derven
- Feb 23, 2022
- 1 min
Webinar Replay: How to Scale Your Business WITHOUT Losing your Balance
Charlie Van Derven and Dr. Travis Parry bring you this timely webinar. Learn to scale your financial practice without losing your balance.
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Charlie Van Derven
- Feb 10, 2022
- 1 min
Webinar Replay: Still Living in the Stone Age? Automate Your Simple Processes
Automate simple processes for financial professionals
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Charlie Van Derven
- Apr 23, 2020
- 1 min
Technologies for Working in a Virtual Office
Good technologies for working from a remote location
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Charlie Van Derven
- Feb 14, 2014
- 1 min
Turn Negative Feedback into a Positive Outcome for Your Brand
Although you won’t ever be able to keep all people happy at all times, the way you handle their negative feedback will determine whether...
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Charlie Van Derven
- Dec 13, 2013
- 2 min
Buying Facebook Likes
Dear Social Advisors, I’ve started up a new business and I’m trying to build a Facebook presence for my company. I don’t have a lot of...
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Charlie Van Derven
- Nov 2, 2013
- 1 min
Reserve so You’re Preserved
If your business has been around since before the Internet and social media, securing your business’s domain name and figuring out...
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