Charlie Van Derven
Lead Scoring: Better Focus, Better Clients, Better Relationships
Lead Scoring is an essential practice for any advisor prospecting large audiences. Rank your prospects to spend time with your best opportun
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Charlie Van Derven
Feb 19, 20213 min
Lead Scoring: Better Focus, Better Clients, Better Relationships
Lead scoring is an ideal way for financial advisors to score their prospects and know who is ready for the business conversation.
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Charlie Van Derven
Feb 11, 20210 min
Simple Ways to Build Trust with New Prospects
Meeting people may be simple, but how do you build trust with the people in your immediate network?
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Charlie Van Derven
Jan 21, 20210 min
The Five Parts of a Successful LinkedIn Profile
Five key points of a successful LinkedIn profile.
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Charlie Van Derven
Nov 12, 20202 min
Audience Ownership
Get out there and build your following. If you haven't started already, you're missing out. Get started immediately
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Charlie Van Derven
Sep 10, 20203 min
What is the LinkedIn SSI and Why Does it Matter to You?
LinkedIn Social Selling Index (SSI) and why it matters to Financial Advisors
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Charlie Van Derven
Aug 5, 20201 min
Prospecting in the Age of Social Distancing
It is important that you continue to prospect during this time of social distancing.
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Charlie Van Derven
Jul 23, 20201 min
Technologies for Working in a Virtual Office
As we continue to work remotely, it is important that you know the best technologies to remain efficient and effective.
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Charlie Van Derven
May 6, 20203 min
Building a Remote Team That Sets Your Business Up for Success
Tips for building an effective team of remote employees.
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Charlie Van Derven
Apr 23, 20201 min
Technologies for Working in a Virtual Office
Good technologies for working from a remote location
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Charlie Van Derven
Apr 16, 20201 min
Prospecting in the Age of Social Distancing
Social Distancing and Remote Work is the New Norm. So, how do you continue to grow your business effectively?
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Charlie Van Derven
Feb 5, 20204 min
Designing the Sale: Increasing Conversion Rates
Tips for converting more website visitors into opportunity.
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Charlie Van Derven
Feb 5, 20201 min
The Five Parts of a Successful LinkedIn Profile
Financial Advisors should focus on these 5 elements when building out their LinkedIn profile.
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Charlie Van Derven
Jan 16, 20202 min
Targeting Niche Markets Part I: The Importance
Marketing and prospecting is better when you have a niche. Tips for picking out your niche audience.
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Charlie Van Derven
Dec 21, 20192 min
The Gift of Giving
The art of corporate gifting. What is your go to gift for clients and prospects.
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Charlie Van Derven
Dec 19, 20192 min
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.
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Charlie Van Derven
Dec 18, 20193 min
Clean Out To Clean Up
Clean up your clutter, clean up your mind. Keep a tidy office space.
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Charlie Van Derven
Nov 2, 20193 min
Top 5 Reasons Why Facebook Rejected Your Ad
The reasons Facebook keeps blocking your ad.
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Charlie Van Derven
Oct 24, 20192 min
Keeping A Clean Inbox: 3 Simple Steps
Tips for keeping your email inbox clean and organized.
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Charlie Van Derven
Oct 16, 20192 min
3 Ways To Shut Negativity Out of Your Facebook Life
Ways to scrub negativity from your Facebook feed.
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