Practice Management Archives | 4FP Agency (for Financial Planners)

Be on the winning side of the interest rate

Jake Wagner, CDMP — Wed, 01 Sep 2021 16:16:14 +0000

Digital Marketing 4 Financial Planners · S2 E09 | A different way of looking at a line of creditIn this episode of ‘The 4FP Podcast’ where you learn which digital marketing strategies are working best for advisors. The host – Jake Wagner talks to Dennis Williams about his company – CashMap Consulting and the CashMap […]

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Best Practices for Building Exceptional Financial Planning Teams

Julie Johnson — Tue, 10 Aug 2021 04:52:59 +0000

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 as Loyalty, […]

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College Planning and Funding Advice with Joe Messinger

Jake Wagner, CDMP — Wed, 19 May 2021 14:00:55 +0000

Digital Marketing 4 Financial Planners · S2 EP8_DM4FP | College Planning and Funding Advice with Joe Messinger What does it take to go to college? A lot! And it’s also one of the most expensive decisions that each of us ever make. The average total cost of college ranges from $25,290 (in-state) to $50,900 […]

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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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Economists Rebuke Proposed Tax Plan

Jake Wagner, CDMP — Wed, 06 Dec 2017 22:31:34 +0000

Death and taxes, right? And we only one have any ability to negotiate with the latter. Economists and The Proposed Tax Plan I received an email from the Sanders Institute and Dr. Stephanie Kelton, an admired family friend who has some of the most innovative ways to understand money and economics I’ve ever learned. She […]

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E20 | Business coaching helps your firm grow better

Jake Wagner, CDMP — Wed, 11 Oct 2017 15:20:05 +0000

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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E18 | Rianka started her RIA to do more

Jake Wagner, CDMP — Thu, 10 Aug 2017 00:36:11 +0000

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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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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E16 | Podcasting for Financial Planners

Jake Wagner, CDMP — Thu, 25 May 2017 18:17:00 +0000

Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You’re a Financial Planner, now what? Hannah’s podcast is based on a project that started in Dallas, Texas. She’s taken a local initiative to the next level through podcasting. What started as a local gathering is now available world-wide to […]

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E12 | How to Hire Interns from Universities

Jake Wagner, CDMP — Wed, 14 Dec 2016 23:35:42 +0000

Eddie Kramer of The Abacus Planning Group comes back on the show. In part 2 of our conversation Eddie shares his experiences surrounding the hiring process with anecdotes on what his firm is looking for when hiring talented young planners. Where to find talented interns He readily turns to his alma mater, Texas Tech University, […]

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E11 | Why Study Groups?

Jake Wagner, CDMP — Tue, 22 Nov 2016 15:03:22 +0000

Study groups have been a secret many leading financial planners have used to further their career. They are one of my faves. There are many types of study groups practicing today. Some meet every week, some only meet quarterly. Some have been meeting for decades. I’ve heard about study groups that started virtually while others […]

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E09 | Kate Holmes takes her practice around the world

Jake Wagner, CDMP — Thu, 13 Oct 2016 18:07:05 +0000

Kate Holmes of Belmore Financial loves to travel. She’s traveled to every corner of the globe, and takes her practice with her. This episode shares how Kate manages her practice while she travels around the world with a world wide network of clients. She is also able to utilize her worldwide network of connections to […]

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