Outsourcing Archives | 4FP Agency (for Financial Planners)

E23 | What it means to be a credible authority

Jake Wagner, CDMP — Wed, 10 Jan 2018 19:55:49 +0000

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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E17 | 5 steps to a great writing process

Jake Wagner, CDMP — Wed, 21 Jun 2017 23:20:07 +0000

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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E13 | It’s all about the niche on LinkedIn

Jake Wagner, CDMP — Wed, 25 Jan 2017 23:43:45 +0000

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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E03 | Raquel Hinman on outsourcing social media

Jake Wagner, CDMP — Thu, 16 Jun 2016 21:41:34 +0000

Raquel Hinman chats with me about outsourcing social media to an assistant. She is the Principal of Hinman Financial Planning a fee only firm in Erie, Colorado. Having someone else represent your brand is scary and one of the most difficult parts of running a small business. At the same time you want to focus on […]

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