Challenging Marketing Norms
Charlie Van Derven and Social Advisors are redefining how financial advisors approach marketing by blending automation, authentic content, and strategic outreach. Instead of generic messaging, they help advisors craft personalized, engaging campaigns - particularly through platforms like LinkedIn - to build credibility, deepen relationships, and drive growth. Their hands-on, client-specific support bridges the gap between technology and human connection, allowing advisors to stand out in a crowded market.
Our Journey So Far
“In the middle of every difficulty lies opportunity.” – Albert Einstein
I’ve witnessed the digital revolution in our industry during the past couple decades.
My career started with a job selling websites to wirehouse advisors. The internet was so new to the Financial Services industry that there wasn’t much compliance would even consider allowing. The sites were rudimentary and allowed for no personalization or flexibility.
Email marketing and social media caught fire. Following this trend, I went to work with the largest marketing firm in the industry.
But something didn’t sit right. The regulators controlled the message. And consequently, every advisor looked the exact same. It was great for the company’s bottomline and easy for the regulators, but….
…it was terrible for advisors with a unique message and offering.
With very limited custom options available to independent advisors, I started Social Advisors in 2013. Since that first day, we’ve been on a mission to help advisors capture their personality, their unique value proposition, and grow the families they serve.
Technology continues to evolve quickly. I’ve built a team to stay on top of the best business development tools available.
– Charlie Van Derven
The team at Social Advisors is uniquely qualified to customize and elevate your marketing and business development. We recognize that today’s Financial Advisor has custom needs and we are here to support your mission and optimize your growth.
Our account reps work their butts off for you. You won’t find business support more dedicated to your success. The team that supports your growth is exceptionally attentive.
The content department works tirelessly to achieve your voice and aesthetic and provide your audience with just the right mix of business and pleasure to keep them engaged.
We also have CRM administrators that literally do nothing but manage business strategies and sleep and then manage business strategies in their sleep.
The thing is, we all work well together, and if you have ever hired one person you can imagine what a hassle it would be to find us all and hire us for yourself!
You won’t find a team of people more dedicated to your success and growth. Our mission is to make a significant impact in your business development strategies for growth and success using LinkedIn, custom compliant content, custom digital assets, and CRM/Lead Management technologies.