Capture More Opportunities with Social Media in 2017

Presented by:  Charlie Van Derven, Social Advisors



As marketing tools and automation have advanced, personal interaction with clients and prospects has become increasingly important to your marketing strategy. When it comes to the utilization of social media and email for lead generation “set it and forget it” does not work. With more than 80% of the affluent population on social media, it is a perfect vehicle to humanize your services and reach prospects directly.

Join us to understand the four steps of marketing strategy and gain a step-by-step process to help you uncover more leads and opportunities in 2017.

This session is practice management/marketing and does not offer continuing education credits

About our Speaker: 

With almost 20 years of coaching experience in the financial industry, Mr. Van Derven worked with countless individuals and teams of advisors. Also, having worked with firms such as Morgan Stanley, UBS, RBC, LPL and others to help define digital marketing strategy for advisors, Charlie has a unique glimpse into firm-driven marketing initiatives. Mr. Van Derven helps advisors develop the custom content necessary to demonstrate thought leadership and leverage email and targeted social media content for increased leads and sales opportunities.





Register Now!

Registration fees:
Member $35.00
Non Member:  $45.00
Students:  $25.00


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