Customer Journey Archives | 4FP Agency (for Financial Planners)

Learn from others’ CRM and Salesforce mistakes

Jake Wagner, CDMP — Thu, 09 Jul 2020 15:07:58 +0000

CRMs and Salesforce In this episode of the podcast we talk about the good practices and not so good practices you may be using with your CRM, whether it is Salesforce, Wealthbox, RedTail or Junxure. Oliver Sholder is a Salesforce consultant and founder of Everpeak Partners. He joins the show to share a few unique […]

The post Learn from others’ CRM and Salesforce mistakes appeared first on 4FP Agency (for Financial Planners).

FPA Retreat Presentation 2019

Jake Wagner, CDMP — Wed, 29 May 2019 14:21:49 +0000

How your Digital Presence affects you clients, prospects and Financial Planning 3.0 This speech was developed for the 2019 FPA Retreat in La Jolla, California. Jake takes you on a journey that dives into your prospect's process to become a client. He shares how your digital presence can amplify your message. Bringing your thought leadership […]

The post FPA Retreat Presentation 2019 appeared first on 4FP Agency (for Financial Planners).

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 […]

The post E24 | Finding Clients and Watching Video Games appeared first on 4FP Agency (for Financial Planners).

E23 | What it means to be a credible authority

Jake Wagner, CDMP — Wed, 10 Jan 2018 19:55:49 +0000

Marie Swift and Impact Communications Marie has been the secret sauce behind a number of the great names in the financial planning industry becoming a credible authority. She and her team are some of the best PR and strategy advisors in the profession. She has been a long standing contributor to the overall financial planning movement. […]

The post E23 | What it means to be a credible authority appeared first on 4FP Agency (for Financial Planners).

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 […]

The post E21 | Moving Beyond AUM and Finding HENRYs appeared first on 4FP Agency (for Financial Planners).

E19 | Sculpt your Digital Presence and Online Reputation Management

Jake Wagner, CDMP — Wed, 27 Sep 2017 16:20:06 +0000

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 […]

The post E19 | Sculpt your Digital Presence and Online Reputation Management appeared first on 4FP Agency (for Financial Planners).

E15 | A prospect will qualify themselves, if you ask

Jake Wagner, CDMP — Wed, 19 Apr 2017 22:09:18 +0000

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 […]

The post E15 | A prospect will qualify themselves, if you ask appeared first on 4FP Agency (for Financial Planners).

E13 | It’s all about the niche on LinkedIn

Jake Wagner, CDMP — Wed, 25 Jan 2017 23:43:45 +0000

Claire Akin runs the Indigo Marketing Agency and works with independent financial advisors. She joins the show to share her digital marketing and LinkedIn expertise with the audience. It’s in the family Claire was also born and raised in the industry and brings that knowledge and her skills in marketing to each of her clients. Claire […]

The post E13 | It’s all about the niche on LinkedIn appeared first on 4FP Agency (for Financial Planners).

E09 | Kate Holmes takes her practice around the world

Jake Wagner, CDMP — Thu, 13 Oct 2016 18:07:05 +0000

Kate Holmes of Belmore Financial loves to travel. She’s traveled to every corner of the globe, and takes her practice with her. This episode shares how Kate manages her practice while she travels around the world with a world wide network of clients. She is also able to utilize her worldwide network of connections to […]

The post E09 | Kate Holmes takes her practice around the world appeared first on 4FP Agency (for Financial Planners).

E08 | Using Technology to be a better CFP®

Jake Wagner, CDMP — Wed, 21 Sep 2016 16:47:53 +0000

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 […]

The post E08 | Using Technology to be a better CFP® appeared first on 4FP Agency (for Financial Planners).

E02 | John Buerger finds clients on Twitter (part 1)

Jake Wagner, CDMP — Fri, 27 May 2016 21:07:41 +0000

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 […]

The post E02 | John Buerger finds clients on Twitter (part 1) appeared first on 4FP Agency (for Financial Planners).

In Search..

Jake Wagner, CDMP — Sat, 13 Jun 2015 06:36:20 +0000

We use search engines for practically everything. It isn’t just google anymore. Our email, our computer, phones, calendars…. If it can be indexed, there’s a search option. The thing is, there are better and worse ways to search. There are variables that help you get the result you want at the top. There is art, […]

The post In Search.. appeared first on 4FP Agency (for Financial Planners).