Social-Advisors will be joined by Co-founder of Slant CRM Thomas Clawson on September 8th to discuss advisor technology and CRM transformation
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I’ve had the same conversation with advisors over and over again this year. “We have a CRM, but we’re still using five other systems to run the business.” And honestly,…
Company
Social-Advisors
Your Business Development Partner | Understanding Your Audience to Bring Awareness
- Industry
- Advertising Services
- Location
- Daytona Beach, US
- Company size
- 11–50 employees
About Social-Advisors
Simply put, we help financial professionals grow their practices. Our proven 4 step process to choosing, finding and converting qualified prospects is simple and predictable. If you're not growing you're dying. Social Advisors works specifically with financial professionals to help grow their practices. We adhere to a time tested 4-step process to help you choose and get in front of the right prospect, qualify them and deliver quality opportunity consistently. Stop buying leads and start building them for yourself. We offer customized packages that fit your business, your mission, and your value structure. We write, curate and post on your behalf, keeping your best face in the forefront of your community. We can help you engage the communities you build and leverage those relationships for more business. Want to do it in-house? We know you can do it. And we know who can do it for you. Let's just work together and get it done! Visit social-advisors.com for more information.
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Latest activity from Social-Advisors
4 signals
Presence & Recognition
Social-Advisors announced that Charlie Van Derven and Thomas Clawson, Co-Founder of Slant CRM, will be discussing the CRM market transition shift on September 8th.
Presence & Recognition
Social-Advisors employee Charlie Van Derven is attending a discussion on AI reshaping CRM and advisor technology hosted by Slant CRM on September 8th.
Presence & Recognition
Social-Advisors will host a live discussion on September 8th at 2:00 PM Eastern featuring Charlie Van Derven and Thomas Clawson discussing AI reshaping CRM and advisor technology.
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