Tech tools Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/tech-tools/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Mon, 08 Mar 2021 23:24:47 +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 Tech tools Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/category/tech-tools/ 32 32 E08 | Using Technology to be a better CFP® https://www.4fp.co/2016/09/21/e08-using-trizic-to-be-a-better-cfp/ https://www.4fp.co/2016/09/21/e08-using-trizic-to-be-a-better-cfp/#respond Wed, 21 Sep 2016 16:47:53 +0000 http://4fp.co/?p=125 Amy Hubble of Radix Financial uses technology to improve her client relationships.  She uses a system called Trizic.  It helps her gain insight into her client’s finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.  Trizic not only helps her learn more about her clients, it […]

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]]> https://www.4fp.co/2016/09/21/e08-using-trizic-to-be-a-better-cfp/feed/ 0 E05 | Cultivating the client experience with technology https://www.4fp.co/2016/07/27/e05-cultivating-client-experience-technology/ https://www.4fp.co/2016/07/27/e05-cultivating-client-experience-technology/#respond Wed, 27 Jul 2016 22:37:28 +0000 http://4fp.co/?p=78 Part 2 of John Buerger’s talk focuses on the client experience he creates with his clients. He uses his Wealth Health Index and other tools to cultivate the experience for his clients and prospects. He uses these tools to create insight and identify opportunities. He also uses these tech tools to create accountability with clients. […]

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]]> https://www.4fp.co/2016/07/27/e05-cultivating-client-experience-technology/feed/ 0 In Search.. https://www.4fp.co/2015/06/12/in-search/ https://www.4fp.co/2015/06/12/in-search/#respond Sat, 13 Jun 2015 06:36:20 +0000 http://4fp.co/?p=342 We use search engines for practically everything.  It isn’t just google anymore.  Our email, our computer, phones, calendars…. If it can be indexed, there’s a search option. The thing is, there are better and worse ways to search.  There are variables that help you get the result you want at the top.  There is art, […]

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]]> https://www.4fp.co/2015/06/12/in-search/feed/ 0 Welcome to Digital Marketing 4FP https://www.4fp.co/2013/08/12/welcome-to-wagner-communication-systems-and-digital-marketing-4fp/ https://www.4fp.co/2013/08/12/welcome-to-wagner-communication-systems-and-digital-marketing-4fp/#respond Tue, 13 Aug 2013 05:18:23 +0000 http://4fp.co/?p=311 Welcome!Digital Marketing 4FP, LLC is a technology firm designed to support financial professionals and Certified Financial Planners™. We offer a number of tools such as www.comconnectfilesync.com, CloudFinder and offer digital marketing advice to Certified financial Planners and Registered Investment Advisors. We offer tools that enable financial professionals to leverage their practice management with the internet.  Our purpose […]

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