Email Marketing Archives | 4FP Agency (for Financial Planners)

Marketing vs Financial Planning CRM

Jake Wagner, CDMP — Wed, 19 Jun 2024 02:11:34 +0000

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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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 […]

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E01 | Acquiring clients with eCourses

Jake Wagner, CDMP — Fri, 13 May 2016 05:52:10 +0000

Matt Becker, principal of Mom and Dad Money, joins us for our first show to share how he aquires clients through automated eCourses. He shares how he uses email marketing to build relationships with his audience. His audience earns his trust through his automated resources and they turn to him when they need financial advice. Matt […]

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Consider Online Reputation Management

Jake Wagner, CDMP — Wed, 11 Mar 2015 17:55:52 +0000

Online Reputation Management is an integration of Digital Marketing, Online Practice Management techniques, brand image strategies, and, of course, accurate record keeping for necessary compliance records. Online Practice Management has been a rising key component to a financial planning firm’s success. With more and more of our services becoming available online every day, we all […]

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Welcome to Digital Marketing 4FP

Jake Wagner, CDMP — Tue, 13 Aug 2013 05:18:23 +0000

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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