Introducing the CORE4 Methodology
Social Advisors guides financial advisors through a four-step marketing process: clarifying their target audience and message, organizing a high-quality prospect list, reaching those prospects with strategic LinkedIn and email content, and engaging them through events like webinars and workshops. This method helps advisors build trust, stay top-of-mind, and convert interest into real appointments.
Connecting clients since 2010
Founded by Charlie Van Derven, Social Advisors specializes in marketing automation and content creation tailored for financial advisors and RIAs. The company’s core mission is to “Treat and Grow Your Brand as we do our own” - helping advisors define their unique message, boost their credibility, and expand their influence through proven processes like LinkedIn outreach, custom content, and CRM integration. The team - spanning account reps, content creators, and CRM strategists - is deeply committed to understanding each client’s voice and goals, supporting them every step of the way to turn connections into meaningful prospects and clients.
Find The RIA Collective Podcast
The RIA Collective Podcast features leadership at independent firms, offering their guidance to captive advisors who are considering a move to independence.
Serving the advisor community for almost 25 years, I’ve seen trends and tendencies. None of those trends have the power to change the industry like the mass migration to independence.
LinkedIn Sales
Social Advisors will help you add 5-10 new target professionals to your network each day.
We'll also provide you with the strategy, tools and knowledge to convert connections into prospects and clients.
On Demand Expert Marketing Content
Social Advisors will deliver a comprehensive content strategy or a single well-timed piece of content; whatever you need.
Marry your custom content with Post Party to grow your LinkedIn reach by more than 500%.
Social Sales Coaching
Impact more lives and turn your network of qualified connections in more assets under management.
Automation and CRM Integration
Knowledge and timing are everything.
The right CRM platform will leverage marketing automation and AI to predict when each member of your network is ready to take the next step.
20 Questions that Warm Up Cold Connections
Gain insight into your cold connections and warm them up for more meaningful conversations.
How to Engage With Your Audience
Spark conversations, encourage participation, and strengthen relationships with personal interaction.
5 Ways to Level Up LinkedIn Events
Unlock strategies for converting audiences through Events, tailored specifically for financial professionals.
