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:
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Testimonials
Jake has great communication skills and a good balance of technical expertise and business acumen. He knows how to explain complex topics to the layperson and is proactive in diagnosing and assessing problems. I also appreciate how approachable and easy to work with he is.
Rebecca Kennedy - CFP®
Today’s Digital Marketing is far more complex than even a few years ago. Jake has a unique understanding of an integrated digital marketing strategy should look like.
The 4FP process combines taking control of your online reputation including website presence, social media strategy, and integrating a next-gen CRM to bring lead generation in-house, being compliant for regulators, and identifying where to focus your marketing dollars in your Digital Marketing decisions.
Jason B. Ball, - CFP®, ChFC®, CLU®
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