Charlie Van Derven
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.
top of page
Charlie Van Derven
- Feb 16
- 1 min
WEBINAR REPLAY: FAST Track Your Practice: Strategies for Attracting Ideal Clients with Susan Danzig
In this webinar, financial advisor coach Susan Danzig will walk you through the FAST (Financial Advisor Success Training) method and show...
50 views0 comments
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.
42 views0 comments
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.
29 views0 comments
Charlie Van Derven
- Oct 19, 2021
- 1 min
Stop Buying Leads. You Are Not That Desperate.
Lead Buying Services are for desperate advisors. Stop buying leads and implement a system that works today and for years.
28 views0 comments
Charlie Van Derven
- Jun 23, 2021
- 1 min
Social Selling Challenge
A simple way to help convert connections into opportunities and clients. Social Selling Challenge.
60 views0 comments
Charlie Van Derven
- Feb 19, 2021
- 3 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.
43 views0 comments
Charlie Van Derven
- Dec 19, 2019
- 2 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.
20 views0 comments
Charlie Van Derven
- Jul 17, 2019
- 3 min
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
8 views0 comments
Charlie Van Derven
- Oct 3, 2018
- 2 min
4 Ways to Become an Advisor to Potential Clients
Be an advisor, not a saleperson to potential clients.
4 views0 comments
bottom of page