Charlie van Derven

About Charlie van Derven

You got into this business to help people make wise financial decisions and live better lives.You did not get into it to manage a website build, coordinate marketing vendors, troubleshoot CRM issues, oversee ad campaigns, chase content deadlines, or try to hold together a dozen disconnected growth initiatives.That is where I come in.I work with independent advisors and RIAs as a Fractional CMO and CGO, helping firms grow through clearer strategy, stronger positioning, better systems, and consistent execution.What makes our model different is simple.Most fractional CMOs bring strategy and oversight. Then the advisor is left finding and managing the people needed to actually carry the work out. That usually means hiring separate specialists for the website, CRM, content, design, video, ads, cold email, and technology integrations.We bring both the strategy and the fulfillment team.That means you get high-level growth leadership along with the people who help put the plan into motion. Our team includes an experienced website developer, a systems administrator who works with CRM and technology integrations, support for ads and cold email, plus in-house content marketing, design, and video editing.So instead of paying one person for strategy and then paying additional vendors for execution, you get a complete growth function for an investment that is often on par with other fractional CMO engagements.We help advisors and RIAs:→ Clarify what makes them different→ Build marketing and follow-up systems that actually support growth→ Turn expertise into messaging that builds trust and drives action→ Create alignment across strategy, content, technology, and execution→ Grow without adding more chaos to the businessI also bring the perspective of a certified coach and podcast host, which shapes how I lead growth. Strategy matters. Execution matters. But so does understanding people, building trust, and helping firms communicate in a way that actually connects.Most advisors do not need more random marketing activity. They need leadership, coordination, and a team that can execute.If your firm is ready for more than advice and wants a true growth partner, let’s connect.Email: c••••••••@social-advisors.comWebsite: social-advisors.com

Experience

1. President

   Social-Advisors

   Aug 2013 — Present · Daytona Beach Shores, FL, US

   Stop living in a sea of sameness. Double down and your personal brand and results will follow.We help advisors build their brand and grow their influence. We leverage technology to establish processes and artificial intelligence to measure & qualify opportunity. Save time and create predictable results. Social Advisors was founded on the simple principle that advisors are not clones. The industry has done its best to treat every advisor as though they were the same. The lives of the regulators and the firm\'s compliance officers are easier if you don\'t go outside their box.All the pre-approved content in the world, whether it\'s from the firm or a third party vendor, is not going to help you grow. In fact, today it is seen as lazy and probably works against you. Build a narrow audience and highlight your differentiators. Speak to them as personally as possible. Share content that demonstrates your understanding of their uniqueness. It won\'t take long to grow a legitimate influencer brand.Of course, as your audience grows by 10+ targeted people every day, it is imperative that you understand who is gravitating to your message and ready to engage. The tools we implement will tell you exactly who is consuming your content, visiting the fees page of your website, watching that key video. Once we know who is ready, we\'re here to help you convert connections into clients.

Education

• Northern Arizona University

  BA

  1993 — 1997

Skills

• Business Development
• Digital Marketing
• Negotiation
• Marketing
• B2b
• Sales
• Online Advertising
• Web Analytics
• Online Marketing
• Start-Ups
• Sales Process
• Public Relations
• Business Strategy
• Management
• Business-to-Business (B2b)
• Sales Management
• Social Media
• New Business Development
• Strategy
• E-Commerce