Expert Advisors for Planners Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/expert-advisors-for-planners/ 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 Expert Advisors for Planners Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/expert-advisors-for-planners/ 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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]]> E26 | Sharing your firm story through video https://www.4fp.co/2018/06/06/e26-sharing-your-firm-story-through-video/ Wed, 06 Jun 2018 15:57:45 +0000 http://4fp.co/?p=1173 Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It doesn’t have to be. It is important to think about the time and money it will save.  There are huge benefits to having one or more videos as collateral.  A good video adds consistency to your brand. “Video offers financial advisors a great […]

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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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]]> E20 | Business coaching helps your firm grow better https://www.4fp.co/2017/10/11/e20-why-get-a-business-coach/ Wed, 11 Oct 2017 15:20:05 +0000 http://4fp.co/?p=881 Why consider a business coach? Starting a business is hard work. Having a business coach will help. The right team, tools, and techniques are critical to succeed.  Fortunately there are a lot of resources out there.  Unfortunately, it is hard to be able to know which ones are right for you. On this episode Arlene […]

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]]> E17 | 5 steps to a great writing process https://www.4fp.co/2017/06/21/5-steps-to-a-great-writing-process/ Wed, 21 Jun 2017 23:20:07 +0000 http://4fp.co/?p=693 Scott Wentworth knows how to write.  He’s made a career out of it and uses those skills to help planners.  Outsourcing content writing can be a great tool for small business owners. Growing from a necessity to a passion, now Scott is the CEO and Founder of Wentworth Financial Communications.  His firm is dedicated to […]

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]]> E15 | A prospect will qualify themselves, if you ask https://www.4fp.co/2017/04/19/e15-getting-a-prospect-to-qualify-themselves-with-stan-mann/ Wed, 19 Apr 2017 22:09:18 +0000 http://4fp.co/?p=503 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 […]

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]]> E13 | It’s all about the niche on LinkedIn https://www.4fp.co/2017/01/25/e13-its-all-about-the-niche-on-linkedin/ https://www.4fp.co/2017/01/25/e13-its-all-about-the-niche-on-linkedin/#comments Wed, 25 Jan 2017 23:43:45 +0000 http://4fp.co/?p=369 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 […]

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