Upcoming Events

Past Events

How to Scale Your Business WITHOUT Losing Your Balance

Charlie is joined by Dr. Travis Parry, Ph.D. for this timely webinar about creating balance in your professional and personal life.

Most Business Owners desire to scale their business and while there are a plethora of various marketing and advertising ways to bring revenue in, most lack a specific strategy and action plan to organically triple their business.

In addition, focused and balanced business owners are susceptible to losing the balance they have once they take action on scaling their business.

Dr. Parry’s Make Time to Scale Method will outline the 3 step process to scaling your financial planning business in any economy all while taking more time off.

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Whether I am coaching an advisor or implementing their business development system, it is generally for the same reason. They've scaled to their capacity and just do not have time to both service their clients and grow.Automation allows you to stop doing $20 an hour activities so you can focus on your growth.

Add time to your day to focus on the activity that helps you grow and prosper.
Join Charlie Van Derven to learn the automated business development system that Social Advisors has implemented for hundreds of prosperous financial professionals.

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Grow Your Firm in Any Season with Blain Wease - January 19 at 2PM

Charlie is joined by industry veteran Blain Wease. Blain started Provincial Development Group in 2004 to help Wealth Management Firms equip their leaders to lead more effectively, build scale and realize sustainable growth.

If growing your wealth management firm was easy, everyone would be wildly successful. All too often, approaches to growth are addressed through fragmented components, but similar to the value gained with integrated financial planning, the best approach to growing your firm is a fully integrated one.

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Still living in the Stone Age? Automate your Processes!

Rocket Launch your Influence with Podcasting: Become a Castronaut

Thursday, November 18, 2021 02:00 PM Eastern Time

In this webinar, Charlie will be joined by industry marketing veteran Matt Halloran, Partner and Chief Relationship Officer at Proudmouth.

If you've considered podcasting but don't know how to get started, this is the webinar for you.

Matt and Charlie will discuss marketing, content development, becoming an influencer and where your podcast fits in an integrated strategy. It'll be a fun hour packed for of useful information you can implement immediately.

We hope to see you there.

Helping Advisors Retire Wellthy. Your Wellness Plan is as Important as your Financial Plan.

Tuesday Oct 12, 2021 02:00 PM Eastern Time

For this important webinar, Charlie is joined by renowned Physiologist and Certified Wellness Coach, Stevyn Guinnip, MS, CWC.

Stevyn is an exercise physiologist and certified wellness coach, as well as the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy, where she helps financial professionals treat their health like a valuable asset so they can live well and retire wellthy.

Stevyn believes that a financial plan without a wellness plan is only half a plan for success. Her new book on health and wealth for financial professionals will be coming out early next year.

Learn more at www.growwellthy.com or email stevyn@growwellthy.com.

Actionable Steps to Develop the Mindset of a Champion Financial Advisor

Thursday, September 23 at 2:00 PM ET.

Join world-renowned Psychologist Dr. Jack Singer and Sales and Marketing veteran Charlie Van Derven for this exclusive webinar.

Have you ever wondered what it takes to become an olympic gold medal winner? Would you like to learn from the exact same blueprint for success and be able to put it to immediate use in both your career and in your life?

In this cutting-edge program, you’ll learn actionable skills that will help you to reduce your stress, develop the #1 trait that all champions possess and release the true potential that lies within.