Videos

Originally Recorded on October 29, 2024 Description Date: Tuesday, October 29 Time: 2 PM EST Hosted by: Charlie Van Derven, Founder of Social Advisors, and Robyn Crane, CFP®, a Top Coach for Financial Advisors Are you ready to transform your business, attract ideal clients, and maximize your profits? Join Charlie…

Recorded on October 15, 2024 You’ve worked hard to build your business, but when it comes to scaling, one of the biggest challenges is knowing how and when to expand your team. Many advisors struggle with determining the right time to bring in help and even more so with finding…

🚨 Business Development Tip: Simple, But Not Necessarily Easy If there are people in your network that you’d love to work with, ask yourself: Do they know you’re interested? Think back to when you were dating, or maybe you still are. In business, just like in dating, opportunities don’t appear…

Originally Recorded on September 17, 2024 Stop buying cold leads or losing clients to a random Google search? It’s time to take control of your growth efforts and build a steady stream of warm leads from your own network. Join 30-year industry veteran Coach Joe Lukacs and marketing expert Charlie…

Join industry marketing veterans Charlie Van Derven of Social Advisors and Olivia Luper of Lexicon Advisor Marketing for an insightful LinkedIn Live event focused on the power of email marketing for financial advisors. In this session, Charlie and Olivia will dive into the best practices for building and expanding your…

Recorded on July 9, 2024 For the past 18 months, Registered Investment Advisors have had a game-changing opportunity to leverage client testimonials and reviews, thanks to the SEC Marketing Rules update in November 2022. Yet, how many are truly harnessing this powerful tool? Social proof is a potent force in…

Originally recorded June 4, 2024 at 2 PM ET Join us for an important webinar on "Mindset for Advisors," featuring insights from Charlie Van Derven, Founder of Social Advisors, and Kim Skermer, Founder of the Approach Coaching Method. Scheduled for June 4 at 2 PM ET, this session dives into…

Your success is intrinsically linked to the value you create and the extent of your reach. Join us live on LinkedIn for a session designed for advisors interested in growing their reach and their impact. We'll explore why email remains the best marketing asset for expanding your influence and how…

Originally recorded May 1 2024 Financial Advisors! Want to convert casual connections into prospects and clients? Here is your daily 15 minute LinkedIn routine that will absolutely create rapport and start the right conversations.

Recorded on April 30, 2024 Presenters: • Charlie Van Derven, President of Social Advisors • Olivia Luper, Founder of Lexicon Advisor Marketing • Kalli Fedusenko, Founder of KalliCollective About the Webinar: Email marketing remains a cornerstone of effective client communication and acquisition strategies for financial advisors. However, building and leveraging…

Recorded Live on March 26, 2024 A not-to-be-missed webinar with Charlie Van Derven and Social Advisors, featuring Dr. Jack Singer, renowned psychologist and coach to Olympic Gold Medalists. In "Unlocking Your Champion Potential," we delve into the success blueprints of elite athletes and how these strategies can skyrocket your career…

- Panelists: - Charlie Van Derven, Social Advisors - Niki Clark, Niki Clark Marketing - Angela York & Elyse Stoner, Custom Strategic Marketing Join us for an in depth panel discussion where industry experts share their most effective strategies in event marketing specifically tailored for financial advisors. "Maximizing Impact" is…

Check out this demo to learn more about how our proprietary Social Advisors Connect software works together to save you hours each day and put you in touch with the right people. With this software you can: - Personally connect with your targets on LinkedIn - Grow your email list…

Recorded Live on December 13, 2023 Join financial services marketing veterans Charlie Van Derven and Natalie Hales for a discussion on the art of choosing a niche. Natalie and Charlie will share their experience to help you navigate the niche selection process effectively. Gain a deeper understanding of how to…

Recorded Live on November 30, 2023 Join us for an educational webinar featuring two of the industry's experienced veterans, Charlie Van Derven and Carmine Corino. With Charlie’s extensive background in marketing and business development in Financial Services, and Carmine's journey in founding Cornerstone Planning Group, an RIA renowned for its…

Charlie Van Derven of Social Advisors and Michael Lecours, CFP®, co-founder of fpPathfinder and a practicing financial advisor, invite you to an illuminating webinar on transforming targeted prospects into dedicated clients. With their extensive industry experience and innovative approaches, they will reveal the potential of LinkedIn, interactive webinars, and specialized…

Did you know that email is 6x more likely to convert than social media. It is! If you do 2 things consistently, you will top off your sales pipeline EVERY SINGLE MONTH. 1) Build your email list and 2) Host frequent educational events. Today, I'll show you how to add…

Navigating the world of advisor transition deals can often seem like deciphering a foreign language. What types of deals are really out there? Which one is the best fit for you? ​ Join Charlie Van Derven, a renowned name in the financial sector, as he hosts an illuminating session with…

Join esteemed industry expert, Charlie Van Derven, as he unveils a powerful and proven four-step formula tailored for financial advisors looking to transform their professional connections into loyal clients. In today's competitive marketplace, it's not enough to just meet potential clients; one needs to resonate, build trust, and convert. This…

Welcome to "Streamline Your Success: Essential AI + Automation Hacks for Busy Advisors" - your gateway to a more efficient and productive work-life. The use of cutting-edge technologies like AI and automation is no longer a luxury but a necessity. In this livestream, I'll dive into AI and automation to…

Are you looking to drive your business growth by converting your LinkedIn connections into potential clients? Do you wonder how to find the right prospects and expand your network effectively? If so, then you are in the right place! In this exclusive livestream, we will reveal a detailed step-by-step strategy…

Candice and Charlie will delve into the strategies and techniques necessary to scale your marketing message effectively. As your business grows, it becomes crucial to maintain consistency and authenticity across different channels, platforms, and client touchpoints. They will explore innovative ways to leverage technology and automation without sacrificing the personal…

Did you miss our live webinar on "The Power of Storytelling: How Financial Advisors Can Connect and Engage with Prospects and Clients"? No worries! In this replay, experts Tina Powell and Charlie Van Derven share invaluable insights and strategies to help financial advisors harness the power of storytelling for improved…

Financial Services regulators take a "wait and see approach" to most new technology and communication. As well they should, it is their responsibility to set usage guidelines that protect the industry, the firms, and the advisors. The industry's response to content marketing has been to force every advisor to look…