Careers Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/careers/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Tue, 16 Jul 2019 17:34:42 +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 Careers Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/careers/ 32 32 E21 | Moving Beyond AUM and Finding HENRYs https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/ https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/#comments Wed, 08 Nov 2017 22:01:04 +0000 http://4fp.co/?p=930 Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this week’s episode of the show.  Sophia is a millennial advisor who focuses on millennial clients. Often millennial clients aren’t ideal or even probable AUM clients.  That doesn’t mean that they aren’t willing to pay $2000-$4000 for a financial plan and keep you […]

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]]> https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/feed/ 2 E19 | Sculpt your Digital Presence and Online Reputation Management https://www.4fp.co/2017/09/27/sculpt-your-digital-presence-and-online-reputation-management/ Wed, 27 Sep 2017 16:20:06 +0000 http://4fp.co/?p=868 Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global Wealth. Sameer works both in the financial planning and financial services communities, as well as the broader business world.  He works across the globe to spread awareness about the importance of personal financial advice and effective management of our online reputations. One […]

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]]> E18 | Rianka started her RIA to do more https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/ https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/#comments Thu, 10 Aug 2017 00:36:11 +0000 http://4fp.co/?p=758 Want to start your own firm? In this episode Rianka shares how she started moved from being an employee at a traditional (AUM) Registered Investment Advisor to starting Your Greatest Contribution.  There’s some wonderful hints, tips and warnings for the aspiring business owner. Rianka has been a good friend for a few years.  We’ve walked […]

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]]> https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/feed/ 1 E16 | Podcasting for Financial Planners https://www.4fp.co/2017/05/25/e16-podcasting-for-financial-planners/ Thu, 25 May 2017 18:17:00 +0000 http://4fp.co/?p=623 Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You’re a Financial Planner, now what? Hannah’s podcast is based on a project that started in Dallas, Texas. She’s taken a local initiative to the next level through podcasting.  What started as a local gathering is now available world-wide to […]

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]]> E12 | How to Hire Interns from Universities https://www.4fp.co/2016/12/14/hire-interns-universities/ https://www.4fp.co/2016/12/14/hire-interns-universities/#respond Wed, 14 Dec 2016 23:35:42 +0000 http://4fp.co/?p=272 Eddie Kramer of The Abacus Planning Group comes back on the show.  In part 2 of our conversation Eddie shares his experiences surrounding the hiring process with anecdotes on what his firm is looking for when hiring talented young planners. Where to find talented interns  He readily turns to his alma mater, Texas Tech University, […]

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