4FP Agency (for Financial Planners)

What H.P. Lovecraft Taught Me About Your Ideal Client

Jake Wagner, CDMP — Tue, 23 Sep 2025 18:51:32 +0000

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 […]

The post What H.P. Lovecraft Taught Me About Your Ideal Client appeared first on 4FP Agency (for Financial Planners).

Marketing vs Financial Planning CRM

Jake Wagner, CDMP — Wed, 19 Jun 2024 02:11:34 +0000

What 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 with your clients and audience?A […]

The post Marketing vs Financial Planning CRM appeared first on 4FP Agency (for Financial Planners).

Building Strong Relationships

Jake Wagner, CDMP — Tue, 09 May 2023 01:24:38 +0000

Click 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 […]

The post Building Strong Relationships appeared first on 4FP Agency (for Financial Planners).

A Better Late than Never Financial Capability Month Post…

Tasha — Fri, 28 Apr 2023 21:00:21 +0000

Well 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 […]

The post A Better Late than Never Financial Capability Month Post… appeared first on 4FP Agency (for Financial Planners).

Get my RIA firm on the first page of Google!

Tasha — Fri, 18 Nov 2022 23:52:09 +0000

SEO 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 […]

The post Get my RIA firm on the first page of Google! appeared first on 4FP Agency (for Financial Planners).

Helping CFP® Pros collaborate better

Julie Johnson — Tue, 25 Jan 2022 20:31:23 +0000

How 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 […]

The post Helping CFP® Pros collaborate better appeared first on 4FP Agency (for Financial Planners).

Why Video Is Critical For Instilling Loyalty

Julie Johnson — Wed, 29 Dec 2021 17:25:07 +0000

In 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 […]

The post Why Video Is Critical For Instilling Loyalty appeared first on 4FP Agency (for Financial Planners).

Making Video Content Easy with Dennis Yu

Jake Wagner, CDMP — Mon, 06 Dec 2021 15:04:15 +0000

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 […]

The post Making Video Content Easy with Dennis Yu appeared first on 4FP Agency (for Financial Planners).

5 tips for a slicker Zoom meeting 4 CFP® Pros

Tasha — Wed, 29 Sep 2021 14:12:19 +0000

Introduction 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 […]

The post 5 tips for a slicker Zoom meeting 4 CFP® Pros appeared first on 4FP Agency (for Financial Planners).

Be on the winning side of the interest rate

Jake Wagner, CDMP — Wed, 01 Sep 2021 16:16:14 +0000

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 […]

The post Be on the winning side of the interest rate appeared first on 4FP Agency (for Financial Planners).

Best Practices for Building Exceptional Financial Planning Teams

Julie Johnson — Tue, 10 Aug 2021 04:52:59 +0000

When building a successful team as a financial planner many of us often want to hire people that remind us of ourselves. It feels easier, more comfortable, and more secure. But this tends to be a mistake. SUGGESTED STEPS: 1. Define the common core characteristics that are critical for each team member and yourself such […]

The post Best Practices for Building Exceptional Financial Planning Teams appeared first on 4FP Agency (for Financial Planners).

College Planning and Funding Advice with Joe Messinger

Jake Wagner, CDMP — Wed, 19 May 2021 14:00:55 +0000

Digital Marketing 4 Financial Planners · S2 EP8_DM4FP | College Planning and Funding Advice with Joe Messinger What does it take to go to college? A lot! And it’s also one of the most expensive decisions that each of us ever make. The average total cost of college ranges from $25,290 (in-state) to $50,900 […]

The post College Planning and Funding Advice with Joe Messinger appeared first on 4FP Agency (for Financial Planners).