The Marketing Mistake Keeping Ideal Clients From Finding You Ft. Charlie Van Derven (Ep. 12)
What should financial advisors do with the time AI gives back? Instead of filling those hours with more administrative work, they can invest them in clearer marketing, stronger relationships, and communication that helps the right people find them.
In this episode of Better Practice, Better Life, Matt Halloran speaks with Charlie Van Derven, President of Social Advisors and a certified performance coach, about building a focused marketing system for financial advisors. Charlie outlines a practical process that begins with defining a niche, understanding the audience’s needs, and creating messaging that reflects real client questions. They also explore how Zocks Client Queries, email marketing, referral relationships, webinars, and authentic video can help advisors stay visible, build trust, and create opportunities for deeper conversations.
Key Questions Explored
- How can financial advisors build a marketing strategy around a clearly defined niche?
- How can AI help advisors better understand their clients and create more relevant content?
- Why do email marketing and webinars continue to play such an important role in advisor growth?
- What makes authentic video one of the strongest ways to build trust with prospective clients?
- How can advisors use the time AI saves to build a better practice rather than simply doing more work?
- And more!
Ready to See Zocks in Action?
If you’re exploring ways to reduce administrative work, improve client follow-up, and create more meaningful conversations, schedule a personalized demo to see how Zocks can fit into your advisory practice:
https://www.zocks.io/book-your-demo
Connect with Matt Halloran:
Connect with Charlie Van Derven:
About Our Guest:
Charlie Van Derven is the Founder of Social Advisors, a marketing consultancy that helps financial advisors grow through niche positioning, content marketing, referral strategies, webinars, and video. A certified performance coach, Charlie works closely with independent advisors and RIAs to build marketing systems that attract the right audience, strengthen client relationships, and create consistent growth. His approach combines practical strategy with authentic communication, helping advisors connect with prospects in meaningful ways while making better use of the time AI creates.
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