Social-Advisors

As 2024 comes to a close, it’s time to reflect on the successes, lessons, and growth we’ve experienced over the past year. 2024 was a year of building, creating, and connecting. We expanded our impact, worked with incredible clients, and learned valuable lessons along the way. Now, with 2025 on the horizon, we’re setting bold goals and preparing for even bigger opportunities. This new year is a chance to innovate, grow, and take everything we’ve built to the next level. Thank you to everyone who has been part of this journey—clients, team members, and colleagues. Together, we’re ready to make 2025 our best year yet. What are you most excited about in the new year? Let’s dream big and make it happen! #HappyNewYear #ReflectAndGrow #FinancialAdvisorSuccess #2025Vision #BusinessGrowth #CharlieVanDerven #FractionalCMO

🎄 Merry Christmas from Social Advisors! 🎁 As the holiday season surrounds us with its warmth, it’s the perfect time to reflect on the things that truly matter. This Christmas, I am filled with gratitude for the people who make everything possible: ✨ My family, for being my anchor and constant source of inspiration. ✨ Our incredible team, whose dedication and creativity are the heartbeat of everything we do. ✨ Our amazing clients, for trusting us, growing with us, and allowing us to be part of their journey. Your support, collaboration, and belief in our work mean more than words can express. Let’s celebrate the bonds that make this season special and look forward to the opportunities the new year will bring. Wishing you and yours a joyful, peaceful, and love-filled Christmas! #MerryChristmas #Gratitude #FinancialAdvisors #Teamwork #FamilyFirst #ThankYou #CharlieVanDerven #FractionalCMO

The start of 2025 is your chance to dream big—and take bold action. This year, it’s about clarity, consistency, and strategy. Your goals aren’t just ideas; they’re stepping stones to your next level. Map out your vision: What does success look like by December 2025? Use SMART goals to stay focused and track your progress. Invest in your professional growth—new certifications, building relationships, or improving your marketing skills. Your success doesn’t happen by accident. You build it one intentional step at a time. Let’s make 2025 your best year yet. Dive into my latest blog for specific tips to set and crush your goals. 👉 https://lnkd.in/gwWr2jih #GoalSetting #GrowYourBusiness #FinancialAdvisors #PlanForSuccess #CharlieVanDerven #FractionalCMO

Creating content for your practice feels overwhelming, doesn’t it? Where do you even start? What if you don’t have the time or tech skills to make it work? Here’s the truth: You don’t need to reinvent the wheel. Use what you already have, like client presentations or webinars, and repurpose them into smaller pieces of content. AI tools can help you polish videos and create posts without hours of effort. Your smartphone is all you need to record short, authentic videos that resonate with your audience. In 2025, it’s not about perfection. It’s about showing up, being authentic, and sharing what you know. Want to simplify content creation for the year ahead? My latest blog breaks it down step-by-step. 👉 https://lnkd.in/eB8QnC3G #ContentCreation #VideoMarketingTips #AdvisorMarketing #FinancialAdvisor #CharlieVanDerven #FractionalCMO

Did you know your next client might already be connected to one of your favorite existing clients? Here’s the key to unlocking those ideal referrals: focus on your top 25 client advocates. Start by identifying clients who are: 1️⃣ People you enjoy working with. 2️⃣ Social, connected, and willing to share your expertise. 3️⃣ Past referral-givers who trust you enough to recommend you to others. 4️⃣ Aligned with your minimum AUM requirements. These are the clients who will sing your praises, introduce you to their network, and help you grow your practice authentically. The first step? Make a list of these advocates and create a plan to engage them regularly. Stay top of mind, show appreciation, and remind them why they trust you. Ready to grow through your best clients? Your future practice might already be within reach. #ReferralsMatter #GrowYourPractice #FinancialAdvisors #ClientAdvocates #BuildYourBusiness #CharlieVanDerven #FractionalCMO

Every year, we set goals. And sometimes, by March, those goals feel like a distant memory. This time, let’s do things differently. In 2025, keep it simple: • Write down what you want—specific, clear, and measurable. • Break big goals into small, manageable actions. • Track your progress and celebrate even the small wins. Building your business and creating a life you love isn’t about perfection. It’s about showing up, trying again, and learning as you go. Ready to set goals that actually stick this year? My latest blog will walk you through it. 👉 https://lnkd.in/gwWr2jih #SetGoals #2025Success #FinancialAdvisorGoals #MarketingSuccess #CharlieVanDerven #FractionalCMO

🚀 Webinar Announcement: Master Your Content Creation Strategy for 2025 🎯 As a busy professional, your time is your most valuable asset. In today’s fast-paced digital world, creating consistent, engaging content isn’t just optional—it’s essential. But what if you had a content creation system that worked as seamlessly as your second brain? Join me for an exclusive live webinar where I’ll share the 2025 Content Creation Blueprint—designed to save you time, amplify your impact, and keep you ahead of the curve. ✨ Here’s what you’ll learn: ✔️ How to train AI tools to sound just like you—capturing your voice and perspective effortlessly. ✔️ The streamlined content system top advisors use to stay relevant without burning out. ✔️ Efficiencies that free up your time to focus on clients while still growing your brand. This isn’t about theory—it’s a practical, proven system to help you create a content engine that works for you, not the other way around. Make 2025 the year your marketing drives growth without taking over your schedule. 👉 Register now and get ready to transform your content strategy! 📅 Date & Time: Decmber 17th 2PM EST 🔗 Sign up here: https://lnkd.in/ewmabM3v #ContentCreation #AI #MarketingStrategy #GrowthMindset #Webinar

What if you could get the expertise of a seasoned executive without the full-time price tag? Hiring a fractional CMO is like having a marketing powerhouse in your corner, but only when you need it. ✅ You gain strategic expertise to grow your practice. ✅ You save on the cost of a full-time executive. ✅ You get fresh, outside perspective to spot opportunities you may have missed. Marketing doesn’t have to be overwhelming, and you don’t have to figure it all out on your own. A fractional executive gives you the tools, strategy, and support you need to elevate your business without the long-term commitment. Let’s talk about how a Fractional CMO can transform your business. #FractionalCMO #MarketingStrategy #FinancialAdvisorGrowth #CostEffectiveLeadership #CharlieVanDerven

Video isn’t the future—it’s the now. As a financial advisor, you already have incredible knowledge to share. The key to standing out in 2025 is repurposing your brilliance into bite-sized, engaging content. That hour-long webinar? Break it into 30-second clips for Instagram Reels and YouTube Shorts. Your client FAQs? Turn them into quick, informative videos your audience will love. With tools like AI, this process becomes easier than ever. You don’t need to work harder. With the right strategy, you can amplify your message, grow your reach, and attract the clients who value your expertise. Ready to take your content to the next level? Check out my latest blog for insights on streamlining your marketing in 2025. 👉 https://lnkd.in/eB8QnC3G #ContentMarketing #VideoMarketing #MarketingStrategy #FinancialAdvisorMarketing #GrowYourBusiness #CharlieVanDerven #FractionalCMO