Recorded Live November 30, 2023 Join us for an educational webinar featuring two of the
Stay ahead in financial services with our 2024 Marketing Workshop, designed to sharpen your strategy
Charlie Van Derven of Social Advisors and Michael Lecours, CFP®, co-founder of fpPathfinder and a
Navigating the world of advisor transition deals can often seem like deciphering a foreign language.
Are you a financial advisor with a vast LinkedIn network, yet feel you’re not tapping
LinkedIn can be an excellent tool for financial advisors seeking to network, prospect, and grow
Networking is the lifeblood of any service-oriented business, especially within our financial advisory industry. It’s
By Charlie Van Derven Financial services is one of the most competitive industries in North
By Charlie Van Derven It’s nice when an industry leader recognizes the value of the
