Financial Planning Association Archives | 4FP Agency (for Financial Planners)

Communicate more clearly with your clients

Julie Johnson — Wed, 14 Apr 2021 16:15:01 +0000

Digital Marketing 4 Financial Planners · S2 EP07 | Communicate more clearly with your clientsPodcast CommentaryIn today’s episode, Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends. She believes generations have very different expectations/drivers. You must know what they are to […]

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Do you need a paraplanner?

Jake Wagner, CDMP — Wed, 09 Dec 2020 16:04:16 +0000

Digital Marketing 4 Financial Planners · A Community of Paraplanners Share 0 Tweet 0 Share 0 Simply Paraplanner makes the hiring process easy Are you working alone right now? Are you feeling overwhelmed with all the work? Can you afford a paraplanner but don't know where to look? Look no further than Simply Paraplanner! Their business […]

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FPA Retreat Presentation 2019

Jake Wagner, CDMP — Wed, 29 May 2019 14:21:49 +0000

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

Jake Wagner, CDMP — Wed, 12 Jul 2017 15:16:13 +0000

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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E14 | How to be a Smart Financial Planner

Jake Wagner, CDMP — Fri, 24 Mar 2017 00:15:32 +0000

This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does. Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed everything he shares on his blog See Beyond Numbers for a few […]

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FPA NexGen Gathering 2016

Jake Wagner, CDMP — Wed, 15 Jun 2016 07:08:33 +0000

A storm descended on Dallas Texas this weekend. 110 of the brightest up and coming minds in the financial planning profession met at the University of Dallas Texas in Richardson for the annual FPA NexGen Gathering conference. This was my 4th year attending. At the end of each year I feel exhausted and energized, looking forward […]

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Oregon’s Mid-Winter Conference 2015

Jake Wagner, CDMP — Fri, 27 Feb 2015 15:45:13 +0000

Wow! What a conference!! Portland’s Mid-Winter Conference was jam packed with amazing content, speakers and attendees. This was my first time meeting a lot of the Oregonian FPA members. You guys are a great group and I’m honored to take part. We learned about Modern Money Theory from Pavlina Tcherneva. I hadn’t met her before […]

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