Prospecting Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/prospecting/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Tue, 11 Oct 2022 00:59:31 +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 Prospecting Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/prospecting/ 32 32 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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]]> E24 | Finding Clients and Watching Video Games https://www.4fp.co/2018/02/22/finding-clients-in-video-games/ Thu, 22 Feb 2018 22:33:37 +0000 http://4fp.co/?p=1081 What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did.  Galen is an avid “gamer.” He likes video games and video game […]

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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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]]> E19 | Sculpt your Digital Presence and Online Reputation Management https://www.4fp.co/2017/09/27/sculpt-your-digital-presence-and-online-reputation-management/ Wed, 27 Sep 2017 16:20:06 +0000 http://4fp.co/?p=868 Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global Wealth. Sameer works both in the financial planning and financial services communities, as well as the broader business world.  He works across the globe to spread awareness about the importance of personal financial advice and effective management of our online reputations. One […]

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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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]]> E16 | Podcasting for Financial Planners https://www.4fp.co/2017/05/25/e16-podcasting-for-financial-planners/ Thu, 25 May 2017 18:17:00 +0000 http://4fp.co/?p=623 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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]]> 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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