Financial Planners
Show Up on top. with Search Titan
With our Search Titan suite we have five separate solutions to ensure your firm ranks #1 in search, driving quality prospects to finding you in Google, Bing and other search engines.
- The (Auto) Complete Takeover
- Local Service Ad Ad Management
- PPC ad management
- Near Me for Advisors
- The Don't Pay Till You Rank SEO program
4FP High Level
Email marketing Communication Command center.
Power your firm with 6x types of AI communication tools and consolidate costs.
Learn about the 4FP High Level software. This business management suite has every feature to nurture your audience:
- Pre-built and Pre-templated for financial professionals
- Concierge Onboarding
- 24/7 Support
- AI Voice and Chat Agents
Build a Marketing Plan
Naturally attract your ideal clients, and cultivates referrals with our metric-backed proven process
Learn about the Devoted Client Attraction Method and how we help advisors:
- Magnetize Your Ideal Clients
- Have a clear path for your prospects to find you
- Know what to Measure and What Matters with a system to lock in improvements
- Authentically resonate with your clients and attract families that appreciate what you do best.
Free online lessons and exercises to help you establish your ideal client and attract great prospects to your firm:
- How To videos
- Master classes
- High Level Exercises
- CFP® CE Programs
Learn about the Devoted Client Attraction Method and how we help advisors:
- Magnetize Your Ideal Clients
- Clear the path
- Measure What Matters
- Use your best to refer
Learn about the 4FP High Level software. This business management suite has every feature to nurture your audience:
- Pre-built
- Concierge Onboarding
- 24/7 Support
- AI Voice and Chat Agents
With our Search Titan suite we have four solutions that make you #1 in search to get your prospects to find you in Google.
- LSA Ad Management
- Google PPC ad management
- Near Me for Advisors
- The Don't Pay Till You Rank SEO program
Free Courses
Learning center:
Places you'll Find Us
Some Places You
Might See Us
Testimonials
Jake's intimate knowledge of the Financial Planning profession makes it easy to be on the same page regarding my firm's vision and purpose. The 4FP Agency approach mirrors the planning process in that our conversations are always oriented around discovery and resourcefulness to come to solutions. His dedication to anchoring engagement strategy to who my ideal client is and how to best serve them is a good counterbalance to any business owner who has a tendency to get lost in the weeds of business operations and serving clients.
Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our client's to have a healthy relationship with their money.
Russell Kroeger - CFP®, EA
Jake created the space and direction I needed to elevate my brand and business development. He listened, brought enthusiasm, ideas, and maybe most important, asked the right questions. He is always dedicated to making sure his vision and efforts on my behalf are aligned with my own vision and purpose.
Elizabeth Jetton - CFP®, Coach, Planner & Thought Leader
Have you been burned by "marketers?"
By that, we mean marketers who have one specific approach and don't/can't see the bigger picture? I'm talking about agencies who sing the praises about how their Magic Answer will bring an endless string of clients to your front door, and you never see the results?
That's not us.
Our consulting process incorporates your total client life cycle. From your ideal prospect finding you, all the way to your referral marketing strategy.
Our process gives our clients a high level view of the health of their business. Our facilitated processes give them confidence in their decisions.
Our all-in-one marketing platform connects your entire digital presence into one central hub.
We support RIAs with a proven process that leverages tools and techniques based on the science of how we build closer personal relationships and apply it to growing your business.
Are you ready for what's next?
We have a variety of ways for us to support your RIA's growth ranging from our free resources and live trainings to us being your Fractional Chief Marketing Officer. The 4FP Agency is preparred support the growth of your firm.
Get started today!
We provide Fractional Chief Marketing Officer services to Financial Planners, RIAs, Wealth Mangers, Certified Financial Planner™ Professionals with our proven system using tools, documentation and measuring your marketing process to create a Growth Triad that is effectively a self correcting marketing Operating System.
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CONTACT
633 NE 61st Ave
Portland, OR 97213