Custom Tools Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/custom-tools/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Mon, 08 Mar 2021 23:24:47 +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 Custom Tools Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/custom-tools/ 32 32 What does Crystal know about your next client? https://www.4fp.co/2020/05/12/what-does-crystal-know-about-your-next-client/ https://www.4fp.co/2020/05/12/what-does-crystal-know-about-your-next-client/#comments Tue, 12 May 2020 22:12:11 +0000 http://4fp.co/?p=3176 Identify the best way to approach a client, prospect or family member using the DISC Personality Test via Crystal Knows. Find where you land on this circle here for FREE. Digital Marketing 4 Financial Planners · Greg Skloot with Crystal Knows on DISC Personalities If the Golden Rule is to “do onto others as you […]

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]]> https://www.4fp.co/2020/05/12/what-does-crystal-know-about-your-next-client/feed/ 2 E08 | Using Technology to be a better CFP® https://www.4fp.co/2016/09/21/e08-using-trizic-to-be-a-better-cfp/ https://www.4fp.co/2016/09/21/e08-using-trizic-to-be-a-better-cfp/#respond Wed, 21 Sep 2016 16:47:53 +0000 http://4fp.co/?p=125 Amy Hubble of Radix Financial uses technology to improve her client relationships.  She uses a system called Trizic.  It helps her gain insight into her client’s finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.  Trizic not only helps her learn more about her clients, it […]

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]]> https://www.4fp.co/2016/09/21/e08-using-trizic-to-be-a-better-cfp/feed/ 0 E02 | John Buerger finds clients on Twitter (part 1) https://www.4fp.co/2016/05/27/altus-wealth-john-buerger-on-twitter/ https://www.4fp.co/2016/05/27/altus-wealth-john-buerger-on-twitter/#comments Fri, 27 May 2016 21:07:41 +0000 http://4fp.co/?p=36 John Buerger is the principal of ALTUS Wealth, a fee-only firm based out of San Louis Obispo, California. John shares his experience in social media. He has over 10k twitter followers and has developed his own diagnostic tool, the Wealth Health Index. John shares how he uses his uses his Wealth Health Index tools to […]

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]]> https://www.4fp.co/2016/05/27/altus-wealth-john-buerger-on-twitter/feed/ 1 Welcome to Digital Marketing 4FP https://www.4fp.co/2013/08/12/welcome-to-wagner-communication-systems-and-digital-marketing-4fp/ https://www.4fp.co/2013/08/12/welcome-to-wagner-communication-systems-and-digital-marketing-4fp/#respond Tue, 13 Aug 2013 05:18:23 +0000 http://4fp.co/?p=311 Welcome!Digital Marketing 4FP, LLC is a technology firm designed to support financial professionals and Certified Financial Planners™. We offer a number of tools such as www.comconnectfilesync.com, CloudFinder and offer digital marketing advice to Certified financial Planners and Registered Investment Advisors. We offer tools that enable financial professionals to leverage their practice management with the internet.  Our purpose […]

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