Social Media Archives | 4FP Agency (for Financial Planners)

E26 | Sharing your firm story through video

Jake Wagner, CDMP — Wed, 06 Jun 2018 15:57:45 +0000

Why use video in your marketing strategy? Many people think it’s cost prohibitive. It doesn’t have to be. It is important to think about the time and money it will save. There are huge benefits to having one or more videos as collateral. A good video adds consistency to your brand. “Video offers financial advisors a great […]

The post E26 | Sharing your firm story through video appeared first on 4FP Agency (for Financial Planners).

E22 | Off Time Management (part 2)

Jake Wagner, CDMP — Wed, 15 Nov 2017 22:55:31 +0000

Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management. It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]

The post E22 | Off Time Management (part 2) appeared first on 4FP Agency (for Financial Planners).

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 […]

The post E19 | Sculpt your Digital Presence and Online Reputation Management appeared first on 4FP Agency (for Financial Planners).

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 […]

The post E13 | It’s all about the niche on LinkedIn appeared first on 4FP Agency (for Financial Planners).

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 […]

The post E03 | Raquel Hinman on outsourcing social media appeared first on 4FP Agency (for Financial Planners).

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 […]

The post 6 Questions to Consider for Online Reputation Management appeared first on 4FP Agency (for Financial Planners).