Ep90: Social Selling for Advisors

Charlie Van Derven has worked with financial firms and advisors to develop marketing and business development strategy since 1998. Through his coaching and services, Charlie has impacted thousands of advisors over the past 2+ decades. Charlie founded Social Advisors in 2013 after years of leadership roles with major marketing and business development firms in the industry. His experience with compliance and sales channels, resulting in successful marketing and business development campaigns, created his vision for Social Advisors. Social Advisors offers independent advisors an entire complement of professional support. Their product suite provides all the knowledge and tools necessary for financial professionals to scale their business development. In 2022, Charlie started the RIA Collective podcast with the mission of giving back to the industry. As financial services becomes more independent, RIA Collective is a collection of interviews with RIA leadership, breakaway attorneys, and other key professionals, providing advice to those advisors who are ready to make the move to independence. Listen to this insightful RIA episode with Charlie Van Derven about social selling for advisors. Here is what to expect on this week’s show: - How LinkedIn has the greatest net worth of any of the social media platforms. - Why it’s important for financial advisors do differentiate themselves and how to do that. - How it’s important for financial advisors to understand who they serve. - Why financial advisors need to build a large network of people. - How you should relate to your customers as a human as opposed to a human providing services. Connect with Charlie: Links Mentioned: https://socialadvisors.kartra.com/page/PostParty https://www.social-advisors.com/ Twitter https://twitter.com/socialadvisors_ Facebook https://www.facebook.com/socialelixir Instagram @socialadvisors LinkedIn linkedin.com/in/charlievanderven