Charlie Van DervenMay 191 minMarketing Insights with Maribeth Kuzmeski, Ph.D. and Charlie Van DervenTrack important changes in the way financial advisors market themselves and acquire new clients.
Charlie Van DervenApr 74 minThe CORE4 Advantage: Four Steps to Business Development SuccessA simple 4 step process to grow your financial practice. Marketing and Business Development for Financial Advisors.
Charlie Van DervenMar 311 minWebinar: 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 DervenMar 233 minContent Marketing to Turn Followers into ClientsTips for Content Marketing for Financial Advisors.
Charlie Van DervenApr 15, 20211 minHow to Start Three New Conversations...EVERY SINGLE DAYIf you're unable to start prospecting conversations consistently, this video will help you find and engage with the right professionals.
Charlie Van DervenMar 2, 20213 minLead Scoring: Better Focus, Better Clients, Better RelationshipsLead Scoring is an essential practice for any advisor prospecting large audiences. Rank your prospects to spend time with your best opportun
Charlie Van DervenFeb 11, 20210 minSimple Ways to Build Trust with New ProspectsMeeting people may be simple, but how do you build trust with the people in your immediate network?
Charlie Van DervenSep 10, 20203 minWhat is the LinkedIn SSI and Why Does it Matter to You?LinkedIn Social Selling Index (SSI) and why it matters to Financial Advisors
Charlie Van DervenFeb 5, 20201 minThe Five Parts of a Successful LinkedIn ProfileFinancial Advisors should focus on these 5 elements when building out their LinkedIn profile.
Charlie Van DervenDec 19, 20192 minLeads, LinkedIn and Your Small BusinessLinkedIn is the best platform for sourcing professional opportunities. 80% of all leads sourced on social come from LinkedIn.
Charlie Van DervenJul 17, 20193 minWhy You, Yes YOU, Should Use LinkedIn Sales NavigatorLinkedIn Sales Navigator is the single best sales platform you'll ever use to meet the right professionals. Prove me wrong
Charlie Van DervenJan 10, 20192 min3 Types of Posts: Social Media Marketing CampaignsSocial media marketing is a necessary part of any brands promotional strategy. Content Marketing is the new “catch phrase” that you will...
Charlie Van DervenNov 15, 20172 minCreate a List of PeopleLinkedIn is the best platform for financial advisors to meet the people they want to do business with
Charlie Van DervenOct 19, 20171 minAre you leveraging the power of LinkedIn to connect with prospects?LinkedIn is the best place to connect with new prospects and grow your business, for financial advisors.
Charlie Van DervenJul 14, 20171 minLinkedIn to a RoutineDevelop simple repeatable routines for LinkedIn. Financial and Insurance professionals.
Charlie Van DervenMar 15, 20171 minSocial Media’s Influence on Wealthy Investors Continues to GrowFinancial marketing firms conduct surveys of investors regularly. A recent survey of investors ranging from wealthy (minimum $100,000...
Charlie Van DervenFeb 8, 20172 minWebinar Recap: Social Media Best Practices – Facebook & LinkedIn With Advisor WebsitesWebinar Recap. Social Media best practices for financial advisors. Advisor websites.
Charlie Van DervenFeb 3, 20172 min4 Reasons Financial Professionals should use LinkedIn…Now!4 tips for financial professionals to make the most of the LinkedIn Platform. Prospecting for financial advisors.
Charlie Van DervenJul 30, 20142 minDon’t be Overwhelmed on the InternetEveryone is on the internet. You and your business should be there too.