Financial professionals that work with us are supported and guided through a proven process based on our partnership with DigitalMarketer that helps replicate their best clients and create predictable growth and cultivate prospect acquisition and referral strategies.
We work with fee-only independent advisors. Most have a passion for Life Planning, and maybe Finology or Financial Planning 3.0. We like working with wealth managers and financial planners who explore the deeper meanings of money with their clients.
We help financial planners and Registered Investment Advisors sculpt their digital presence by using the newest and best in class digital marketing strategies.
We are marketing consultants serving Financial Planners, Financial Advisors, Wealth Managers and Registered Investment Advisors (RIAs).
We help firms attract great clients that stay with you for decades.
Firms that work with us leave with a client acquisition system that is a metric-driven way to magnetize your best clients.
This means you have a self correcting system that creates scalable growth.
Jake's first job out of college was working with an RIA in central Chicago. He has worked for numerous RIA's and attended industry conferences since 2002.
Jake Wagner began this firm because of his life's passion to help individuals have a better relationship with their personal finances. 4FP's mission is to support the CFP® Profession.
Jake has been working with online compliance since 2008 and understand a wide array of compliance environments. Whether your RIA is Registered with the SEC or the State, we get the complexity of your compliance situation and have processes to work with it.
Our Devoted Client Attraction Method clients have a self-correcting Client Attraction Engine that guides our them to consistent and scalable growth.
Our methodology maximizes your team’s resources through a proven business consulting process based on the proprietary IP shared exclusively with DigitalMarketer Certified Partners. We identify the wants and fears of your ideal client and create a strategy that will logically and consistently bring them to your front door.
Many of our tools involve digital marketing strategy, automation, and other best-practices for client acquisition in 2024.
Jake WagnerCDMPJake grew up learning from the greatest minds in financial planning. He learned that financial planning was the most important profession of the 21st century. He has worked with numerous RIAs over the years. He also worked with the Integral Institute and Ken Wilber, as well as a few tech startups. In 2015, Jake began his
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Read MoreYour Team Saving you time When you implement the 4FP High Level marketing CRM in your business, we’ll take care of all the heavy lifting. When you sign onto our CRM all we will need from you is to fill out a couple of forms. From there we will meet with you to setup your dashboard and
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