Charlie Van Derven Email & Phone Number

Daytona Beach , Fl, Us

Stop living in a sea of sameness. Double down and your personal brand and results will follow.We help advisors build their brand and grow their influence. We leverage technology to establish processes and artificial intelligence to measure & qualify opportunity. Save time and create predictable results. Social Advisors was founded on the simple principle that advisors are not clones. The industry has done its best to treat every advisor as though they were the same. The lives of the regulators and the firm's compliance officers are easier if you don't go outside their box.All the pre-approved content in the world, whether it's from the firm or a third party vendor, is not going to help you grow. In fact, today it is seen as lazy and probably works against you. Build a narrow audience and highlight your differentiators. Speak to them as personally as possible. Share content that demonstrates your understanding of their uniqueness. It won't take long to grow a legitimate influencer brand.Of course, as your audience grows by 10+ targeted people every day, it is imperative that you understand who is gravitating to your message and ready to engage. The tools we implement will tell you exactly who is consuming your content, visiting the fees page of your website, watching that key video. Once we know who is ready, we're here to help you convert connections into clients.

Take the Fear and Mystery out of Going Independent.During my two decades serving the industry, I've seen trends come and go. One that has been consistent and continues to gain speed is the move from captive advisor to independent advisor.Some advisors and teams make the move with little friction while others struggle, often stuck in litigation too long to retain assets and ultimately never open their RIA.At RIA Collective, we're trying to figure out what makes the experience easier for some.Tune in to interviews with RIA leadership, breakaway attorneys, and industry experts as we work to take the fear and mystery out of going independent. Gain advice from those that have walked the same path that you're about to embark upon. Find out what they did right, and what decisions they would change.If you're a captive advisor who feels stuck serving the firm first and your client second...If your firm's quotas and proprietary products prevent you from truly serving your clients as a fiduciary...If you worked hard to gain the credentials to help others but your role is dominantly sales...If the firm's compliance prevents you from telling your story...If you're stuck using antiquated technology....It is likely independence is for you. Listen to RIA Collective to gain insight into making your transition go as smoothly as possible.

Pittsford, Ny, Us

Greensboro, North Carolina, Us

Daytona Beach, Us

Working with entrepreneurs and professionals has always been a passion. With Daymond John Academy, I get to work with a variety of business owners to create plans for their success. What a great learning experience and opportunity to share knowledge.

I work with a team of dedicated professionals at 50 Below to create business opportunities for our company of more than 250 people.I enjoy working with influential people in a variety of industries to fulfill the online marketing needs of dealerships, retail stores and financial professionals. Contact me if you have a need for compliant websites and online stores; or to talk strategy for your business or network.

San Clemente, Ca, Us

Just one way to give back to an amazing organization. Surfrider Foundation is protecting the fun and well being of our oceans and beaches for me, my children and future generations. I am proud to help the Central Florida Chapter of Surfrider Foundation in whatever way possible.

Foothill Ranch, Ca, Us

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