What Thriving Advisors Know About Marketing.

Why do some financial advisors seem to have unstoppable momentum, while others struggle to gain traction with their marketing efforts?

It’s not luck. It’s strategy. It’s consistency.

And most importantly - it’s clarity of message.

If you missed our recent webinar, you can now watch the full recording on demand.

Hosted by industry thought leader Charlie Van Derven, this power-packed session features two of the most dynamic voices in advisor marketing today:

• Laura Garfield, Co-Founder of Idea Decanter, shares how advisors can show up authentically on video and tell their stories with confidence—without sounding like everyone else.

• Derek Pollard, PhD, Founder of Constellar Creative, offers deep insight into brand storytelling and copywriting that connects. His expertise helps advisors articulate their value in a way that resonates and converts.

What You’ll Learn from the Recording

This isn’t generic marketing fluff. It’s targeted, tactical guidance built for advisors who are serious about growth. In the recording, you’ll discover:

• How to tap into your niche (without feeling boxed in)

• Why chasing trends can backfire—and what to do instead

• The #1 mistake advisors make when building a marketing plan

• How to make your brand truly stand out in a crowded marketplace

• The secret to creating content that turns interest into action

  
  

Whether you’re just starting out or ready to refine your strategy, this conversation will help you bridge the gap between where you are now and where you want to be.