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…
Influencer Marketing for Financial Advisors: Building Authentic Connections for Business Growth Discover the secrets to becoming a successful financial advisor influencer in our informative webinar replay. Unlock the power of influencer marketing in the financial services industry by learning about: - The advantages of becoming an influencer, such as enhanced…
In this webinar, financial advisor coach Susan Danzig will walk you through the FAST (Financial Advisor Success Training) method and show you how to attract and retain your ideal clients. You will learn about: - Defining your brand and ideal client to attract the right prospects - Developing a brand…
One of the greatest struggles I see is an advisor's inability to create relationships and opportunities from the network they are growing on LinkedIn. Today at 2PM ET, I'll review two steps that, when done consistently, will help you create new relationships daily and now business opportunities each month.
Do you want to use LinkedIn to create relationships? Post content that is relatable and attracts people to you. LinkedIn has a content problem. The platform has 875 million global profiles for people who have something to sell. Unfortunately, that means your newsfeed is full of sales related content. Post…
For this discussion, Charlie is joined by Sheryl Hickerson, CEO and Founder of Females & Finance, a community of more than 4,000 members built to support the growth and impact of women in financial services. Females & Finance is driven by the mission to make financial services a more welcoming…
This week Charlie talks with Cary Carbonaro, Director of Women and Wealth at Advisors Capital Management. Cary has more than two decades of advising experience and has had a winding path within the world of finance. Cary spent many years in a captive environment before she made the move to…
Many of us will take a long week between holidays next week to get away from the grind and recharge our batteries. On the surface, we're striving to relax, but many professionals find the time away from the office to be more stressful than their typical day. Let's spend a…
This week Charlie talks with Cary Carbonaro, Director of Women and Wealth at Advisors Capital Management. Cary has more than two decades of advising experience and has had a winding path within the world of finance. Cary spent many years in a captive environment before she made the move to…
This week Charlie sits down with Juan Munoz CFP®, AIF®, Founder of Life Strategy Financial. Juan is a CFP focused on supporting his clients over anything else. Juan has worked in several different areas of the financial industry, but having the trust and confidence of his clients has always been…
In this episode, Charlie speaks with Stacey Hyde, Founder of Envision Financial Planning. She has moved through several areas of financial services from banking to insurance and, now, financial planning. Charlie and Stacey trace her journey through the various realms of financial services, how she proved her skills and leadership…
We all send cards/gifts for the holidays, birthdays, or other significant dates in our clients and friends lives, but what would happen if you sent a gift that was less expected? Magic, that is what would happen. We'll take 15 minutes today to talk about the power of gifting and…
It's that time of year when we reflect on the past and set goals for the new year ahead. Charlie Van Derven will share with you the six most important tips for goal setting in financial services.
This week Charlie talks with Johann Klaassen, the CIO at Horizons SFS. Johann has had a unique journey to the role of RIA. He was originally in higher education at Washington University in St. Louis where he earned his Phd. in 1998. From there he entered the financial industry as…
In this episode, Charlie speaks with Justin Long CFP®, Founder of Diazo Wealth Group. Justin is much more than an advisor. In his own words, he is a bespoke financial concierge that truly goes above and beyond to support his clients in every aspect of their lives. Rather than just…
