Client Experience Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/client-experience/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Wed, 05 Feb 2025 23:56:28 +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 Client Experience Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/client-experience/ 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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]]> Why Video Is Critical For Instilling Loyalty https://www.4fp.co/2021/12/29/why-video-is-critical-for-building-your-business-and-instilling-loy/ https://www.4fp.co/2021/12/29/why-video-is-critical-for-building-your-business-and-instilling-loy/#respond Wed, 29 Dec 2021 17:25:07 +0000 http://4fp.co/?p=5210   In this webinar, Julie Johnson, talks about video content and how to tailor them to your target clients, and how to generate referrals and video testimonials.  Neuroscience facts support that when people see and hear you, it encourages them to engage and it immediately develops a stronger relationship than just a simple post. Videos enable scripted words […]

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]]> https://www.4fp.co/2021/12/29/why-video-is-critical-for-building-your-business-and-instilling-loy/feed/ 0 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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]]> 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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]]> Communicate more clearly with your clients https://www.4fp.co/2021/04/14/communicate-more-clearly-with-your-clients/ https://www.4fp.co/2021/04/14/communicate-more-clearly-with-your-clients/#comments Wed, 14 Apr 2021 16:15:01 +0000 http://4fp.co/?p=4669  Digital Marketing 4 Financial Planners · S2 EP07 | Communicate more clearly with your clientsPodcast CommentaryIn today’s episode, Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends. She believes generations have very different expectations/drivers. You must know what they are to […]

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]]> https://www.4fp.co/2021/04/14/communicate-more-clearly-with-your-clients/feed/ 1 What is a Money Quotient? https://www.4fp.co/2021/02/12/what-is-money-quotient/ Fri, 12 Feb 2021 17:01:58 +0000 http://4fp.co/?p=4522  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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]]> Deeper answers with Motivational Interviewing https://www.4fp.co/2020/09/22/s2-e03-deeper-answers-with-motivational-interviewing/ https://www.4fp.co/2020/09/22/s2-e03-deeper-answers-with-motivational-interviewing/#comments Tue, 22 Sep 2020 15:00:29 +0000 http://4fp.co/?p=3480 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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]]> https://www.4fp.co/2020/09/22/s2-e03-deeper-answers-with-motivational-interviewing/feed/ 1 E26 | Sharing your firm story through video https://www.4fp.co/2018/06/06/e26-sharing-your-firm-story-through-video/ Wed, 06 Jun 2018 15:57:45 +0000 http://4fp.co/?p=1173 Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It doesn’t have to be. It is important to think about the time and money it will save.  There are huge benefits to having one or more videos as collateral.  A good video adds consistency to your brand. “Video offers financial advisors a great […]

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]]> E24 | Finding Clients and Watching Video Games https://www.4fp.co/2018/02/22/finding-clients-in-video-games/ Thu, 22 Feb 2018 22:33:37 +0000 http://4fp.co/?p=1081 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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]]> 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 E17 | 5 steps to a great writing process https://www.4fp.co/2017/06/21/5-steps-to-a-great-writing-process/ Wed, 21 Jun 2017 23:20:07 +0000 http://4fp.co/?p=693 Scott Wentworth knows how to write.  He’s made a career out of it and uses those skills to help planners.  Outsourcing content writing can be a great tool for small business owners. Growing from a necessity to a passion, now Scott is the CEO and Founder of Wentworth Financial Communications.  His firm is dedicated to […]

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]]> E15 | A prospect will qualify themselves, if you ask https://www.4fp.co/2017/04/19/e15-getting-a-prospect-to-qualify-themselves-with-stan-mann/ Wed, 19 Apr 2017 22:09:18 +0000 http://4fp.co/?p=503 Would it be nice if a prospect let you know if they can afford you before you spent a lot of time with them? How Stan Prospects That’s exactly what Stan Mann teaches audience members in this episode of the show.  Stan joins me to share 10 sales appointment setting techniques and strategies to start […]

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