The Digital Marketing 4FP podcast focuses on marketing for financial advisors. We serve Certified Financial Planner™ Professionals, fee-only and Registered Investment Advisors. We interview members of the CFP® Pro community to share the best digital marketing techniques.
This last weekend I had an old friend come to visit. We met the first class of High School. It was gym. We were both equally miserable. He’s been coming to Portland every year for the past few years to attend a film festival down the street from me in the historic Hollywood Theater. It’s
Read MoreWhat is your marketing CRM? Not your planning CRM, that’s for clients. What system do you use to connect with the names, Centers of influence, and other connections that aren’t appropriate to have in your planning CRM? What platform do you use to leverage automation and cultivate the relationships that you have
Read MoreClick to play Jake joins Jesse Gilmore on the Niche in Control podcast Building relationships is key to success in business. Jake discusses the importance of creating deep connections and avoiding desperation when it comes to sales. With a passion for financial planning, he’s excited to offer a system and technology coaching program that will
Read MoreWell we did it! Our ADHD brains got a post about helping you with your Financial Capability Month content. Should we be sorry it’s “late?” Maybe. However, we’re gonna to suggest instead that you should ALWAYS be putting out content that helps your clients feel more “financially capable.” It doesn’t have to be much. You
Read MoreSEO for Financial Advisors Are you ranked on the first page of google? Have you searched for your business? What position do you currently hold? What keywords/search terms did you use? Do it! Open it in another tab and come back to this tab. Do you relate to this scenario? I’m a financial advisor with
Read MoreHow to help older and younger advisors get out of their own way and collaborate It is a statistical fact that the average age of the financial advisor is 51 or older. And, the majority of their clients are the same age or older than they are. This is not new news. In my humble opinion, to
Read MoreIn this webinar, Julie Johnson, talks about video content and how to tailor them to your target clients, and how to generate referrals and video testimonials. Neuroscience facts support that when people see and hear you, it encourages them to engage and it immediately develops a stronger relationship than just a simple post. Videos enable scripted words
Read More Digital Marketing 4 Financial Planners · S2 E10 | Repurposing Content In this episode of ‘The 4FP Podcast,’ Dennis Yu, Chief Technology Officer at Blitz Metrics talks about what it takes to create good video content, the importance of showing gratitude to build connections and relationships, his dollar bill idea and word
Read MoreIntroduction Hi, I’m Tasha. You might not see much from me, but trust me, without me this ship would not be sailing. A couple years ago we all started using Zoom a little (ok a lot) more than we used to. Even now that we have vaccines and the new normal is unfolding, virtual events
Read More Digital Marketing 4 Financial Planners · S2 E09 | A different way of looking at a line of credit In this episode of ‘The 4FP Podcast’ where you learn which digital marketing strategies are working best for advisors. The host – Jake Wagner talks to Dennis Williams about his company – CashMap Consulting and
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