CFP Practitioner Archives | 4FP Agency (for Financial Planners)

Helping CFP® Pros collaborate better

Julie Johnson — Tue, 25 Jan 2022 20:31:23 +0000

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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5 tips for a slicker Zoom meeting 4 CFP® Pros

Tasha — Wed, 29 Sep 2021 14:12:19 +0000

Introduction Hi, I’m Tasha. You might not see much from me, but trust me, without me this ship would not be sailing. A couple years ago we all started using Zoom a little (ok a lot) more than we used to. Even now that we have vaccines and the new normal is unfolding, virtual events […]

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Be on the winning side of the interest rate

Jake Wagner, CDMP — Wed, 01 Sep 2021 16:16:14 +0000

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

Julie Johnson — Tue, 10 Aug 2021 04:52:59 +0000

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

Jake Wagner, CDMP — Wed, 19 May 2021 14:00:55 +0000

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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What is a Money Quotient?

Jake Wagner, CDMP — Fri, 12 Feb 2021 17:01:58 +0000

Digital Marketing 4 Financial Planners · S2 EP 06 | Amy Mullen talks about Money Quotient What is a Money Quotient? Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life. According to Money Quotient’s underlying philosophy, an individual’s “real” financial well-being (MQ) […]

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Do you need a paraplanner?

Jake Wagner, CDMP — Wed, 09 Dec 2020 16:04:16 +0000

Digital Marketing 4 Financial Planners · A Community of Paraplanners Share 0 Tweet 0 Share 0 Simply Paraplanner makes the hiring process easy Are you working alone right now? Are you feeling overwhelmed with all the work? Can you afford a paraplanner but don't know where to look? Look no further than Simply Paraplanner! Their business […]

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Deeper answers with Motivational Interviewing

Jake Wagner, CDMP — Tue, 22 Sep 2020 15:00:29 +0000

Introduction Your clients have many answers within them. Your job is to help them by asking the right questions, so they find those answers. One of your roles, as their financial advisor, is to ask the questions that are crucial for the next steps of their life and to facilitate a process that helps your […]

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E24 | Finding Clients and Watching Video Games

Jake Wagner, CDMP — Thu, 22 Feb 2018 22:33:37 +0000

What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did. Galen is an avid “gamer.” He likes video games and video game […]

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E22 | Off Time Management (part 2)

Jake Wagner, CDMP — Wed, 15 Nov 2017 22:55:31 +0000

Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management. It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]

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E21 | Moving Beyond AUM and Finding HENRYs

Jake Wagner, CDMP — Wed, 08 Nov 2017 22:01:04 +0000

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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E18 | Rianka started her RIA to do more

Jake Wagner, CDMP — Thu, 10 Aug 2017 00:36:11 +0000

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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