Charlie Van Derven

Best piece of social selling advice?

"Be consistent. Know your audience. Know your routine and do it...EVERY SINGLE DAY!"

Briefly describe your ideal customer.

Independent Financial Advisor or Registered Investment Advisor

What is your favorite social selling tool?

LinkedIn Sales Navigator

What is your magic DM template?

Focus on commonality to start conversations. Nothing is templated.

Target your ideal leads

find leads who use and engage with specific keywords on Linkedin and Twitter.

upload a .csv

easily upload a .csv of your existing leads with field matching.

add leads to your cycles

add these leads to one of our template sales cycles or create your own.