Writings Archives | 4FP Agency (for Financial Planners)

Economists Rebuke Proposed Tax Plan

Jake Wagner, CDMP — Wed, 06 Dec 2017 22:31:34 +0000

Death and taxes, right? And we only one have any ability to negotiate with the latter. Economists and The Proposed Tax Plan I received an email from the Sanders Institute and Dr. Stephanie Kelton, an admired family friend who has some of the most innovative ways to understand money and economics I’ve ever learned. She […]

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Renewed from FPA NexGen

Jake Wagner, CDMP — Wed, 12 Jul 2017 15:16:13 +0000

A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, Illinois to learn what it was like To Think… Like a CFP® as a community. It was humbling and inspiring. This was my 5th gathering and I’ll be sad if it’s my last. I was able to see my sister, Natalie Wagner, […]

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E17 | 5 steps to a great writing process

Jake Wagner, CDMP — Wed, 21 Jun 2017 23:20:07 +0000

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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I’m going to miss you dad

Jake Wagner, CDMP — Thu, 18 May 2017 15:56:29 +0000

This post has taken a while to write. It’s weird. Thinking that I’m not going to talk to him anymore. Many readers are aware, but I’m sure not all, that my father, Richard B Wagner JD CFP® (his friends called him Dick. I called him Dad or Pops) passed away at the end of March. […]

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Creating a Client Avatar to Attract Your Ideal Prospects

Jake Wagner, CDMP — Fri, 24 Feb 2017 22:12:19 +0000

Originally posted on Claire Akin’s Blog with the Indigo Marketing Agency – Creating a Client Avatar to Attract Your Ideal Prospects This week, I am up in the mountains east of San Diego creating my new online course, The Marketing Guide for Financial Advisors, so I’m excited to feature a guest post from Jake Wagner, host of the […]

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FPA NexGen Gathering 2016

Jake Wagner, CDMP — Wed, 15 Jun 2016 07:08:33 +0000

A storm descended on Dallas Texas this weekend. 110 of the brightest up and coming minds in the financial planning profession met at the University of Dallas Texas in Richardson for the annual FPA NexGen Gathering conference. This was my 4th year attending. At the end of each year I feel exhausted and energized, looking forward […]

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Introducing Digital Marketing for Financial Planners

Jake Wagner, CDMP — Tue, 10 May 2016 10:01:41 +0000

Welcome to the Digital Marketing for Financial Planners podcast. This website is the central repository for all of our podcasts and they are available in your favorite podcast directory. The purpose of Digital Marketing 4FP is to help financial planners find and implement the best digital marketing tactics for their portion of the industry. This is […]

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Ransomware in Snowmass Colorado

Jake Wagner, CDMP — Thu, 03 Mar 2016 06:56:36 +0000

I was driving in the car listening to talk radio earlier this week and I heard Leo Laport, “The Tech Guy” take a caller asking about Ransomware: Data Ransom in Snowmass Colorado Long story short, this horrendous and terrorizing hacking/spam attack holds your files hostage (and will destroy them) unless you pay their fee. There are only a […]

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In Search..

Jake Wagner, CDMP — Sat, 13 Jun 2015 06:36:20 +0000

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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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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Seven Security Risks from Consumer-Grade File Sync Services

Jake Wagner, CDMP — Tue, 24 Mar 2015 06:03:50 +0000

Consumer-grade file sync solutions (referred to as CGFS solutions) pose many security risks and challenges to businesses that care about control and visibility over company data. Below are seven of the biggest risks that these solutions pose in a business environment. Data theft Most of the problems with CGFS solutions emanate from a lack of […]

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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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