Comments for 4FP Agency (for Financial Planners)

Comment on Communicate more clearly with your clients by Test Blog Post | XY Communication

Test Blog Post | XY Communication

[…] Communicate more clearly with your clients […]

Comment on What does Crystal know about your next client? by Communicate more clearly with your clients % Digital Marketing 4FP (for Financial Planners)

[…] And also, I want to say that, folks, if you haven’t listened to the podcast I have with the Crystal Knows company, just a couple back in the order there. They have a LinkedIn extension, a Chrome extension, […]

Comment on Deeper answers with Motivational Interviewing by Communicate more clearly with your clients % Digital Marketing 4FP (for Financial Planners)

[…] a Money Quotient? February 12, 2021 Do you need a paraplanner? December 9, 2020 Deeper answers with Motivational Interviewing September 22, 2020 FPA Retreat Presentation 2019 May 29, […]

Comment on Appreciative Coaching with Jody Jacobson by Communicate more clearly with your clients % Digital Marketing 4FP (for Financial Planners)

[…] Highly Effective People by Stephen Covey and Sean CoveyDeeper answers with Motivational ListeningAppreciative Coaching with Jody Jacobson Get in touch with Julie Johnson:LinkedIn: […]

Comment on What does Crystal know about your next client? by Appreciative Coaching with Jody Jacobson | Digital Marketing 4FP (for Financial Planners)

[…] August 27, 2020 Learn from others’ CRM and Salesforce mistakes July 9, 2020 What does Crystal know about your next client? May 12, […]

Comment on E13 | It’s all about the niche on LinkedIn by Creating a Client Avatar to Attract Your Ideal Prospects

Creating a Client Avatar to Attract Your Ideal Prospects

[…] Thanks to Claire Akin for sharing my article on her blog! You can listen to my Digital Marketing for Financial Planners podcast episode with Claire here. […]

Comment on E21 | Moving Beyond AUM and Finding HENRYs by E24 | Finding Clients and Watching Video Games | Digital Marketing 4FP (for Financial Planners)

[…] E21 | Moving Beyond AUM and Finding HENRYs […]

Comment on E06 | Working with the Press (part 1) by E24 | Finding Clients and Watching Video Games | Digital Marketing 4FP (for Financial Planners)

[…] and has a specific relationship with these clients. Using a strategy like Eric Roberge shares in E06 | Working with the Press (part 1), if the client realizes their larger financial planning needs and wants help with it, he sends the […]

Comment on E13 | It’s all about the niche on LinkedIn by Creating a Client Avatar to Attract Your Ideal Prospects | Digital Marketing 4FP (for Financial Planners)

[…] Thanks to Claire Akin for sharing my article on her blog! You can listen to my Digital Marketing for Financial Planners podcast episode with Claire here. […]

Comment on E21 | Moving Beyond AUM and Finding HENRYs by E22 | Off Time Management (part 2) | Digital Marketing 4FP (for Financial Planners)

[…] E21 | Moving Beyond AUM and Finding HENRYs […]

Comment on E06 | Working with the Press (part 1) by E23 | What it means to be a credible authority | Digital Marketing 4FP (for Financial Planners)

[…] most substantial steps a planner can take to attract high quality clients (Make sure to check out E06 | Working with the Press (part 1) and and E07 | Working with the Press (part 2) with Eric […]

Comment on E07 | Working with the Press (part 2) by E23 | What it means to be a credible authority | Digital Marketing 4FP (for Financial Planners)

[…] attract high quality clients (Make sure to check out E06 | Working with the Press (part 1) and and E07 | Working with the Press (part 2) with Eric Roberge). Three funnels to fill an advisor’s business with the right kind of business: […]