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

Deeper answers with Motivational Interviewing

Jake Wagner, CDMP — Tue, 22 Sep 2020 15:00:29 +0000

Introduction Your clients have many answers within them. Your job is to help them by asking the right questions, so they find those answers. One of your roles, as their financial advisor, is to ask the questions that are crucial for the next steps of their life and to facilitate a process that helps your […]

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E19 | Sculpt your Digital Presence and Online Reputation Management

Jake Wagner, CDMP — Wed, 27 Sep 2017 16:20:06 +0000

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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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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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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E07 | Working with the Press (part 2)

Jake Wagner, CDMP — Wed, 31 Aug 2016 19:21:34 +0000

Eric (Beyond Your Hammock) comes back on the show to share more strategies and techniques that he uses to maintain his firm’s operations and have his work with the press compliment his work with clients. Part 2 goes further into his “value first” technique when working with the press. Eric talks about how he works […]

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E06 | Working with the Press (part 1)

Jake Wagner, CDMP — Thu, 11 Aug 2016 13:46:04 +0000

Eric Roberge, principal of Beyond Your Hammock, joins the show to share how he got started working with the press and other digital media shows, like this podcast. He shares how he decided on his unconventional firm name and why this name compliments his work with the press and prospects. His unconventional approach starts the […]

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6 Questions to Consider for Online Reputation Management

Jake Wagner, CDMP — Thu, 14 May 2015 17:22:14 +0000

You’ve worked hard to establish your firm’s culture. You have been cultivating your office atmosphere since the day you moved in. Employees create and support your firm’s brand with diligence. You have built the atmosphere your clients and potential clients feel and appreciate when they come into your office. Question: Have you taken the same […]

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Consider Online Reputation Management

Jake Wagner, CDMP — Wed, 11 Mar 2015 17:55:52 +0000

Online Reputation Management is an integration of Digital Marketing, Online Practice Management techniques, brand image strategies, and, of course, accurate record keeping for necessary compliance records. Online Practice Management has been a rising key component to a financial planning firm’s success. With more and more of our services becoming available online every day, we all […]

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