Automation Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/automation/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Wed, 19 Jun 2024 17:55:32 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.4fp.co/wp-content/uploads/2020/09/4FP-logo-1000-trans-e1600447080555.png Automation Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/automation/ 32 32 Marketing vs Financial Planning CRM https://www.4fp.co/2024/06/18/marketing-vs-financial-planning-crm/ Wed, 19 Jun 2024 02:11:34 +0000 https://www.4fp.co/?p=7693 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 […]

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]]> Learn from others’ CRM and Salesforce mistakes https://www.4fp.co/2020/07/09/learn-from-others-crm-mistakes/ Thu, 09 Jul 2020 15:07:58 +0000 http://4fp.co/?p=3534 CRMs and Salesforce In this episode of the podcast we talk about the good practices and not so good practices you may be using with your CRM, whether it is Salesforce, Wealthbox, RedTail or Junxure. Oliver Sholder is a Salesforce consultant and founder of Everpeak Partners.  He joins the show to share a few unique […]

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