Entrepreneur Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/entrepreneur/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Thu, 06 Feb 2025 00:20:22 +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 Entrepreneur Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/entrepreneur/ 32 32 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 Making Video Content Easy with Dennis Yu https://www.4fp.co/2021/12/06/making-video-content-easy/ https://www.4fp.co/2021/12/06/making-video-content-easy/#respond Mon, 06 Dec 2021 15:04:15 +0000 http://4fp.co/?p=5186    Digital Marketing 4 Financial Planners · S2 E10 | Repurposing Content   In this episode of 'The 4FP Podcast,' Dennis Yu, Chief Technology Officer at Blitz Metrics talks about what it takes to create good video content, the importance of showing gratitude to build connections and relationships, his dollar bill idea and word […]

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]]> https://www.4fp.co/2021/12/06/making-video-content-easy/feed/ 0 Best Practices for Building Exceptional Financial Planning Teams https://www.4fp.co/2021/08/09/best-practices-for-building-exceptional-financial-planning-teams/ Tue, 10 Aug 2021 04:52:59 +0000 http://4fp.co/?p=5061 When building a successful team as a financial planner many of us often want to hire people that remind us of ourselves. It feels easier, more comfortable, and more secure. But this tends to be a mistake. SUGGESTED STEPS: 1. Define the common core characteristics that are critical for each team member and yourself such […]

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]]> E24 | Finding Clients and Watching Video Games https://www.4fp.co/2018/02/22/finding-clients-in-video-games/ Thu, 22 Feb 2018 22:33:37 +0000 http://4fp.co/?p=1081 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 […]

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]]> E22 | Off Time Management (part 2) https://www.4fp.co/2017/11/15/e22-off-time-management/ https://www.4fp.co/2017/11/15/e22-off-time-management/#comments Wed, 15 Nov 2017 22:55:31 +0000 http://4fp.co/?p=950 Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management.  It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]

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]]> https://www.4fp.co/2017/11/15/e22-off-time-management/feed/ 1 E21 | Moving Beyond AUM and Finding HENRYs https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/ https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/#comments Wed, 08 Nov 2017 22:01:04 +0000 http://4fp.co/?p=930 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 […]

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]]> https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/feed/ 2 E18 | Rianka started her RIA to do more https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/ https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/#comments Thu, 10 Aug 2017 00:36:11 +0000 http://4fp.co/?p=758 Want to start your own firm? In this episode Rianka shares how she started moved from being an employee at a traditional (AUM) Registered Investment Advisor to starting Your Greatest Contribution.  There’s some wonderful hints, tips and warnings for the aspiring business owner. Rianka has been a good friend for a few years.  We’ve walked […]

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