Digital Marketing 4FP, LLC is a technology firm designed to support financial professionals and Certified Financial Planners™. We offer a number of tools such as www.comconnectfilesync.com, CloudFinder and offer digital marketing advice to Certified financial Planners and Registered Investment Advisors.
We offer tools that enable financial professionals to leverage their practice management with the internet. Our purpose is to enable financial professionals to engage, nurture and build trust with clients and prospects.
What is your marketing CRM?Not your planning CRM, that’s for clients. What system do you use to connect with the names, Centers of influence, and other connections that aren’t appropriate to have in your planning CRM? What platform do you use to leverage automation and cultivate the relationships that you have with your clients and audience?A
Read MoreClick to play Jake joins Jesse Gilmore on the Niche in Control podcast Building relationships is key to success in business. Jake discusses the importance of creating deep connections and avoiding desperation when it comes to sales. With a passion for financial planning, he’s excited to offer a system and technology coaching program that will
Read MoreWell we did it! Our ADHD brains got a post about helping you with your Financial Capability Month content. Should we be sorry it’s “late?” Maybe. However, we’re gonna to suggest instead that you should ALWAYS be putting out content that helps your clients feel more “financially capable.” It doesn’t have to be much. You
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