Digital Presence Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/digital-presence/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Fri, 28 Mar 2025 22:56:22 +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 Presence Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/digital-presence/ 32 32 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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]]> 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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]]> FPA Retreat Presentation 2019 https://www.4fp.co/2019/05/29/fpa-retreat-presentation-2019/ Wed, 29 May 2019 14:21:49 +0000 http://4fp.co/?p=2243 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 […]

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]]> EP25 | The Brilliance of Whiteboarding Videos https://www.4fp.co/2018/05/16/ep25-the-brilliance-of-whiteboarding-videos/ Wed, 16 May 2018 15:54:47 +0000 http://4fp.co/?p=1139 Why are those animation videos so engaging? You know the ones with the expansive whiteboard and markers with a narrative that seems to be both spontaneous and well narrated.  I love how they seem to make incredible points and keep you wondering what is next. Jill Addison of FA Client Machine joins the podcast to […]

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]]> E23 | What it means to be a credible authority https://www.4fp.co/2018/01/10/e23-means-credible-authority/ Wed, 10 Jan 2018 19:55:49 +0000 http://4fp.co/?p=1055 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. […]

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]]> E19 | Sculpt your Digital Presence and Online Reputation Management https://www.4fp.co/2017/09/27/sculpt-your-digital-presence-and-online-reputation-management/ Wed, 27 Sep 2017 16:20:06 +0000 http://4fp.co/?p=868 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 […]

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