Calendar April Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/calendar-april/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Tue, 26 Apr 2022 15:17:44 +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 Calendar April Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/calendar-april/ 32 32 Helping CFP® Pros collaborate better https://www.4fp.co/2022/01/25/helping-advisors-work-together-better/ Tue, 25 Jan 2022 20:31:23 +0000 http://4fp.co/2022/01/25/helping-cfp-pros-collaborate-better/ How to help older and younger advisors get out of their own way and collaborate It is a statistical fact that the average age of the financial advisor is 51 or older. And, the majority of their clients are the same age or older than they are.  This is not new news. In my humble opinion, to […]

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]]> Be on the winning side of the interest rate https://www.4fp.co/2021/09/01/a-different-way-of-looking-at-a-line-of-credit/ Wed, 01 Sep 2021 16:16:14 +0000 http://4fp.co/?p=5079 Digital Marketing 4 Financial Planners · S2 E09 | A different way of looking at a line of creditIn this episode of ‘The 4FP Podcast’ where you learn which digital marketing strategies are working best for advisors. The host – Jake Wagner talks to Dennis Williams about his company – CashMap Consulting and the CashMap […]

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]]> Best Practices for Building Exceptional Financial Planning Teams https://www.4fp.co/2021/08/09/best-practices-for-building-exceptional-financial-planning-teams/ Tue, 10 Aug 2021 04:52:59 +0000 http://4fp.co/?p=5061 When building a successful team as a financial planner many of us often want to hire people that remind us of ourselves. It feels easier, more comfortable, and more secure. But this tends to be a mistake.SUGGESTED STEPS:1. Define the common core characteristics that are critical for each team member and yourself such as Loyalty, […]

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]]> College Planning and Funding Advice with Joe Messinger https://www.4fp.co/2021/05/19/college-planning-and-funding-advice-with-joe-messinger/ Wed, 19 May 2021 14:00:55 +0000 http://4fp.co/?p=4871  Digital Marketing 4 Financial Planners · S2 EP8_DM4FP | College Planning and Funding Advice with Joe Messinger What does it take to go to college?  A lot! And it’s also one of the most expensive decisions that each of us ever make. The average total cost of college ranges from $25,290 (in-state) to $50,900 […]

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