Digital Marketing Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/digital-marketing/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Mon, 03 Nov 2025 20:31:43 +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 Digital Marketing Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/digital-marketing/ 32 32 What H.P. Lovecraft Taught Me About Your Ideal Client https://www.4fp.co/2025/09/23/what-h-p-lovecraft-taught-me-about-your-ideal-client/ Tue, 23 Sep 2025 18:51:32 +0000 https://www.4fp.co/?p=8239 This last weekend I had an old friend come to visit.  We met the first class of High School.  It was gym.  We were both equally miserable. He’s been coming to Portland every year for the past few years to attend a film festival down the street from me in the historic Hollywood Theater.  It’s […]

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]]> 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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]]> Building Strong Relationships https://www.4fp.co/2023/05/08/guest-episode-al-ep-35-jacob-wagner-building-strong-relationships/ Tue, 09 May 2023 01:24:38 +0000 https://www.4fp.co/?p=7454 Click to play Jake joins Jesse Gilmore on the Niche in Control podcast Building relationships is key to success in business. Jake discusses the importance of creating deep connections and avoiding desperation when it comes to sales. With a passion for financial planning, he’s excited to offer a system and technology coaching program that will […]

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]]> A Better Late than Never Financial Capability Month Post… https://www.4fp.co/2023/04/28/financial-capability-post/ https://www.4fp.co/2023/04/28/financial-capability-post/#respond Fri, 28 Apr 2023 21:00:21 +0000 https://www.4fp.co/?p=7444 Well we did it! Our ADHD brains got a post about helping you with your Financial Capability Month content. Should we be sorry it’s “late?” Maybe. However, we’re gonna to suggest instead that you should ALWAYS be putting out content that helps your clients feel more “financially capable.” It doesn’t have to be much. You […]

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]]> https://www.4fp.co/2023/04/28/financial-capability-post/feed/ 0 Get my RIA firm on the first page of Google! https://www.4fp.co/2022/11/18/riafirmgooglerank/ Fri, 18 Nov 2022 23:52:09 +0000 http://4fp.co/?p=7249 SEO for Financial Advisors Are you ranked on the first page of google? Have you searched for your business? What position do you currently hold? What keywords/search terms did you use? Do it! Open it in another tab and come back to this tab. Do you relate to this scenario? I’m a financial advisor with […]

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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 Appreciative Coaching with Jody Jacobson https://www.4fp.co/2020/11/06/appreciative-coaching-with-jody-jacobson/ https://www.4fp.co/2020/11/06/appreciative-coaching-with-jody-jacobson/#comments Fri, 06 Nov 2020 21:21:54 +0000 http://4fp.co/?p=3737  Digital Marketing 4 Financial Planners · S2EP4_Appreciative Coaching with Jody Jacobson In this episode, Jody and I talk about finding your ideal clients and then how to talk to them in a way that encourages them to tell you where they’re at and what they need. You want to set your client up to […]

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]]> https://www.4fp.co/2020/11/06/appreciative-coaching-with-jody-jacobson/feed/ 1 Purposeful Planning Institute 2020 Rendezoom Reflections https://www.4fp.co/2020/09/24/ppi-2020-rendezoom-reflections/ Thu, 24 Sep 2020 16:00:23 +0000 http://4fp.co/?p=3539 What money messages did you learn as a child that no longer serve you? Great question Amy Zehnder! The first question that comes to mind is that growing up my dad taught me to be almost too cautious with money. It’s good to spend wisely. Some things are worth the extra money. For example, phone […]

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]]> Marketing Ideas for Remote Financial Planners https://www.4fp.co/2020/08/27/marketing-ideas-for-remote-adjusting-planners/ Thu, 27 Aug 2020 15:00:40 +0000 http://4fp.co/?p=3500 Bridge, connect, deliver This isn’t the best time to emphasize sales.  Right now people are in the middle of “no decision zone” and have more time. As a result, we recommend that you provide great content and build your audience.  If someone has a financial issue or concern, we want you to be the first person they […]

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]]> Learn from others’ CRM and Salesforce mistakes https://www.4fp.co/2020/07/09/learn-from-others-crm-mistakes/ Thu, 09 Jul 2020 15:07:58 +0000 http://4fp.co/?p=3534 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 […]

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]]> 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 What is the Digital Presence Map? https://www.4fp.co/2020/03/09/what-is-the-digital-presence-map/ Mon, 09 Mar 2020 13:06:18 +0000 http://4fp.co/?p=2901 Clients ask me, why did you make a digital presence map?    What is a “digital presence” anyways??   The short answer is, the map isn’t the territory; and it sure helps to know where you want to go!  How we use the map to establish a winning digital presence Our client process uses the […]

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