Upcoming Events

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.

Advanced LinkedIn Skills for RIAs (NAPFA Sponsored)

Tuesday, September 7, 2021 2:00 PM ET (1:00 PM CT, 11:00 AM PT)
Panelists: Jonny Swift, Impact Communications, and Charlie Van Derven, Social Advisors
Playbook Emcee: Marie Swift, Impact Communications1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39

Full Description:

Everyone knows that LinkedIn is an essential social media platform for business professionals – but do you know about all the options and opportunities to use it in your marketing and prospecting strategy?

We’ll dig into targeting and communications techniques, ways to create interest with warm and cold prospects, automation and timesaving tricks, and how to create better engagement with your best friends and advocates on LinkedIn.

Key Takeaways:

  • How to structure your company page and personal profile in such a way that it leads up to a conversion action

  • Using LinkedIn’s advanced search filters to identify the exact type of prospects you are targeting

  • Using saved searches to stay active in your prospecting

  • How to grow your audience and network quickly and effectively

  • How to build a targeted audience for boosted LinkedIn posts and ads

  • How to search for and join groups, build rapport, and find new opportunities (or how / why to start your own group)

  • Ways to create high-engagement LinkedIn posts that draw people in

Webinar: Fast & Furious 4: Tools to Accelerate your Business Development

Whether you do it yourself or you outsource marketing and business development, it is important that you keep up with the tools designed to accelerate your results for your financial practice.

Join Charlie Van Derven to learn more about the digital tools available to put fuel on your marketing and business development fire.

This webinar will walk through 4 platforms that you absolutely need to incorporate to grow your niche network, create intentional relationships, open more prospecting calls and close more business. Space is limited to 100 attendees.

Thursday, July 29, 4:00 PM EST

Panel Discussion with Advisor Websites: Grow Your Bottom Line with Personalized Content Marketing on Social Media

If there is one social media marketing strategy financial advisors need to leverage this year, it’s personalized content marketing!

Consumers are savvier than ever in their hiring decisions, making it difficult to grab their attention and earn their trust. That’s why delivering compelling, personalized content on the right channels can work wonders for your business – that is, when you know how to get it right.

Join the discussion with our panel of pros on the power of targeted social media marketing and its impact on your bottom line.

Thursday, August 5, 2021 from 12:00-1:00 PM EST.