Subscription Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/subscription/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Tue, 16 Jul 2019 17:36:04 +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 Subscription Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/subscription/ 32 32 E21 | Moving Beyond AUM and Finding HENRYs https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/ https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/#comments Wed, 08 Nov 2017 22:01:04 +0000 http://4fp.co/?p=930 Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this week’s episode of the show.  Sophia is a millennial advisor who focuses on millennial clients. Often millennial clients aren’t ideal or even probable AUM clients.  That doesn’t mean that they aren’t willing to pay $2000-$4000 for a financial plan and keep you […]

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]]> https://www.4fp.co/2017/11/08/e21-providing-amazing-value-millennial-clients/feed/ 2 E02 | John Buerger finds clients on Twitter (part 1) https://www.4fp.co/2016/05/27/altus-wealth-john-buerger-on-twitter/ https://www.4fp.co/2016/05/27/altus-wealth-john-buerger-on-twitter/#comments Fri, 27 May 2016 21:07:41 +0000 http://4fp.co/?p=36 John Buerger is the principal of ALTUS Wealth, a fee-only firm based out of San Louis Obispo, California. John shares his experience in social media. He has over 10k twitter followers and has developed his own diagnostic tool, the Wealth Health Index. John shares how he uses his uses his Wealth Health Index tools to […]

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