Features
Full Service Onboarding
Custom LinkedIn Sales Strategy
- Dedicated Success Coach
- Automate Your Client Acquisition Strategy using AI
Post Party for 500%+ More Views & 850% More Engagement
LinkedIn Integrated with your CRM
Choose your plan
Social Advisors offers flexible marketing plans designed to meet financial advisors where they are in their growth journey. Whether you’re looking for targeted LinkedIn outreach, consistent content creation, or full-scale automation, each plan is built to deliver measurable results while fitting your preferred level of support and commitment. With options that range from quick-start campaigns to comprehensive, long-term strategies, advisors can choose the approach that best aligns with their goals, budget, and timeline – ensuring they get the tools, expertise, and guidance needed to grow with confidence.
About
Social Advisors helps financial advisors expand their reach and grow their businesses by combining LinkedIn networking, personalized content creation, and marketing automation. Founded by Charlie Van Derven, the company focuses on crafting authentic, compliance-friendly content through its Content-on-Demand service, providing blogs, social posts, website copy, and more. By blending strategy with execution, Social Advisors acts as an extension of each client’s team – building credibility, maintaining consistency, and turning meaningful connections into loyal clients.
Our flexible pricing plans
LinkedIn Sales
Full Service Onboarding
Custom LinkedIn Sales Strategy
Private Coaching Community
Helpdesk Support
Real Time Reporting
LinkedIn Influencer
Full Service Onboarding
Custom LinkedIn Sales Strategy
Private Coaching Community
Helpdesk Support
Real Time Reporting
Dedicated Success Coach
Highly Personalized Social Content
Post Party for 500%+ More Views & 850% More Engagement
Automation Expert
Full Service Onboarding
Custom LinkedIn Sales Strategy
Private Coaching Community
Helpdesk Support
Real Time Reporting
Dedicated Success Coach
Highly Personalized Social Content
Post Party for 500%+ More Views & 850% More Engagement
Automate Your Client Acquisition Strategy using AI
LinkedIn Integrated with your CRM
3 hours of CRM Administration
FAQ
What is a strategic block?
These are groups of companies that are involved in important planning and likely business. For example, analysts decide whether a company will acquire new assets, launch new lines of business.
Who is a financial advisor?
The profession of a business analyst is to analyze the client’s business: find weaknesses and think about how to make them strong. Specialist develops a concept of a solution to improve business.
Is full outsourcing profitable?
This is a full accounting service for the company by a third party. When choosing this type, the organization may well do without full-time accounting, as well as reduce the cost of wages and taxes.
Is there a guaranteed result?
In the case of transferring accounting to outsourcing, the company is protected by the provisions of the contract, according to which the outsourcer is liable for causing harm in the provision of services.