Presenters: • Charlie Van Derven, President of Social Advisors • Olivia Luper, Founder of Lexicon
Recorded Live March 26, 2024 A not-to-be-missed webinar with Charlie Van Derven and Social Advisors,
– Panelists: – Charlie Van Derven, Social Advisors – Niki Clark, Niki Clark Marketing –
In today’s environment, scalability and efficiency are not just buzzwords; they are crucial pillars for
Join financial services marketing veterans Charlie Van Derven and Natalie Hales for a discussion on
Recorded Live November 30, 2023 Join us for an educational webinar featuring two of the
Stay ahead in financial services with our 2024 Marketing Workshop, designed to sharpen your strategy
Charlie Van Derven of Social Advisors and Michael Lecours, CFP®, co-founder of fpPathfinder and a
Navigating the world of advisor transition deals can often seem like deciphering a foreign language.
