Marketing matters, but it is only one piece of a much larger growth strategy.
I help financial advisors align their message, marketing, coaching, and key relationships into a system that drives consistent, relationship-based growth.
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I’ve been helping financial advisors grow for longer than I care to admit, and one thing is clear: marketing has never felt more crowded or disconnected.
Today, many advisors rely on a patchwork of vendors for leads, websites, content, CRM, ads, and automation. It may look like marketing is happening, but without leadership, it often becomes inconsistent, hard to measure, and difficult to scale. I call this the Frankenstein effect.
As a Fractional CMO for financial advisors, I bring clarity, structure, and direction to your marketing. I align the moving parts, sharpen the message, and make sure every effort supports one goal: growth.
At Social Advisors, we do more than build strategy. We bring the team to execute it, giving you experienced leadership and coordinated support without the cost of a full-time marketing executive.
If your marketing feels pieced together, let’s fix that. Schedule a call and let’s get acquainted.
We're Focused on One Thing: Helping Build Your Credibility and Influence for Growth.
Social Advisors will help you fulfill on the 6 C's of social selling; credibility, connections, content, conversations, conversions, and consistency.
The Advisor Growth Operating System is designed to help financial advisors turn marketing, referrals, and relationships into a repeatable growth process.
Define your niche and sharpen your message so every asset, campaign, and conversation attracts the right audience from the start.
Grow your top of funnel with focused outreach through LinkedIn, COI relationships, cold email, networking, and targeted advertising.
Create content that speaks to your niche’s pain points and goals, builds trust, and positions you as the clear expert.
Streamline admin, follow-up, and workflows with AI so you can spend more time with clients, prospects, and the people you actually like.
Use webinars and in-person events to identify engaged prospects, spark deeper conversations, and turn interest into booked appointments.
Activate clients, partners, and key relationships with a referral strategy designed to generate more introductions and better-fit opportunities.
Track what drives real opportunities so you can invest in what works, cut what doesn’t, and grow with more clarity.
We exist to help independent financial advisors and RIAs grow smarter, operate leaner, and live better. By leveraging marketing automation and AI to handle simple, repeatable tasks, we create the time, clarity, and momentum needed to serve clients well, scale with intention, and build wealth without sacrificing well-being.
Referrals remain the most powerful growth channel for financial advisors. This worksheet helps you engage your best clients and professional partners in a natural, professional way that leads to more introductions.
If you want to grow through relationships instead of chasing cold leads, this is a practical place to start.
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I want to share a big THANK YOU. Since we switched over to you and several other team members for our service, there has been an unbelievable upgrade in the quality of the service from Social Advisors. I am very happy and grateful for the new pathway forwards with Social Advisors. It’s only now that I realize what I was missing and what could be done. So, thank you all very much and I look forward to a bright future together.
I have enjoyed the opportunities that I have had over the last couple of years, to get to know Charlie Van Derven and the good work that Charlie and his team are doing at Social Advisors. His unique ability to understand both macro and micro perspectives and connect the dots between the two is both unique and valuable. Additionally Charlie’s blended grasp of people, technology and marketing positions his company to make a considerable difference within the wealth management space.
“I had a conversation earlier today with an Estate Planning Attorney. She said she 'usually didn’t respond to LinkedIn connection requests, but my initial and subsequent outreach “was so warm and inviting, that I wanted to get to know you. It seem like you really wanted to know about ME.' Thank you for helping me craft my messaging!”
“It’s been about 3 months since I started working with you guys and I’ve been very pleased with the results so far, so thank you guys for all the hard work. I feel like I’m just scratching the surface of making the most of LinkedIn and already I’ve gotten a ton of phone calls out of it and probably 10+ good prospects in the past 3 months.”
