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…
Today Charlie sits down with John Gehri, VP at Harvest Financial Advisors. They talk about John's journey through different areas of the financial industry, how he ended up with Harvest Financial, and how, with his help, clients can master their financial fortunes. John is a fiduciary that is painstaking in…
This week on RIA Collective, Charlie talks with Marc Aarons, the founder of Money Managers Inc. They discuss Marc's history in the automotive sales field, the struggles of that role, and how becoming an advisor and, later, a true fiduciary, has reduced his stress and given him an opportunity to…
Today Charlie sits down with Bob DePasquale, founder of Initiate Impact, a firm that provides purpose-driven families with modern financial management in a transparent and unbias fashion. Charlie and Bob talk about his history in the broadcast industry, a mutual love of sports, and Bob's journey to becoming independent. His…
This week Charlie sits down with McKenzie Frankel, a principal at Entrust Financial. McKenzie was called to be an investment advisor since she was in grade school. Always interested in money, McKenzie's interest grew into a true passion to help people make the right financial decision at every step and…
Few people understand the importance of the LinkedIn Company Page. Of course you want more followers so your clients and prospects see your posts and get notified when you have an open position, but the Company Page is so much more. Join Mindy and Charlie for a conversation about the…
