Financial Planning 3.0 Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/financial-planning-3-0/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Sat, 05 Oct 2019 01:27:43 +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 Financial Planning 3.0 Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/financial-planning-3-0/ 32 32 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 thought leadership […]

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]]> Renewed from FPA NexGen https://www.4fp.co/2017/07/12/renewed-from-fpa-nexgen/ Wed, 12 Jul 2017 15:16:13 +0000 http://4fp.co/?p=718 A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, Illinois to learn what it was like To Think… Like a CFP® as a community.  It was humbling and inspiring.  This was my 5th gathering and I’ll be sad if it’s my last. I was able to see my sister, Natalie Wagner, […]

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