Audio Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/type/audio/ Attract ideal clients predictably using client acquisition systems and effective digital marketing strategies Thu, 14 Apr 2022 15:28:05 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.1 https://www.4fp.co/wp-content/uploads/2020/09/4FP-logo-1000-trans-e1600447080555.png Audio Archives | 4FP Agency (for Financial Planners) https://www.4fp.co/type/audio/ 32 32 What is a Money Quotient? https://www.4fp.co/2021/02/12/what-is-money-quotient/ Fri, 12 Feb 2021 17:01:58 +0000 http://4fp.co/?p=4522  Digital Marketing 4 Financial Planners · S2 EP 06 | Amy Mullen talks about Money Quotient What is a Money Quotient? Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life.  According to Money Quotient’s underlying philosophy, an individual’s “real” financial well-being (MQ) […]

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]]> Do you need a paraplanner? https://www.4fp.co/2020/12/09/do-you-need-a-paraplanner/ Wed, 09 Dec 2020 16:04:16 +0000 http://4fp.co/?p=4125 Digital Marketing 4 Financial Planners · A Community of Paraplanners Share 0 Tweet 0 Share 0 Simply Paraplanner makes the hiring process easy Are you working alone right now? Are you feeling overwhelmed with all the work? Can you afford a paraplanner but don't know where to look? Look no further than Simply Paraplanner! Their business […]

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]]> E26 | Sharing your firm story through video https://www.4fp.co/2018/06/06/e26-sharing-your-firm-story-through-video/ Wed, 06 Jun 2018 15:57:45 +0000 http://4fp.co/?p=1173 Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It doesn’t have to be. It is important to think about the time and money it will save.  There are huge benefits to having one or more videos as collateral.  A good video adds consistency to your brand. “Video offers financial advisors a great […]

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]]> EP25 | The Brilliance of Whiteboarding Videos https://www.4fp.co/2018/05/16/ep25-the-brilliance-of-whiteboarding-videos/ Wed, 16 May 2018 15:54:47 +0000 http://4fp.co/?p=1139 Why are those animation videos so engaging? You know the ones with the expansive whiteboard and markers with a narrative that seems to be both spontaneous and well narrated.  I love how they seem to make incredible points and keep you wondering what is next. Jill Addison of FA Client Machine joins the podcast to […]

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]]> E24 | Finding Clients and Watching Video Games https://www.4fp.co/2018/02/22/finding-clients-in-video-games/ Thu, 22 Feb 2018 22:33:37 +0000 http://4fp.co/?p=1081 What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did.  Galen is an avid “gamer.” He likes video games and video game […]

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]]> E20 | Business coaching helps your firm grow better https://www.4fp.co/2017/10/11/e20-why-get-a-business-coach/ Wed, 11 Oct 2017 15:20:05 +0000 http://4fp.co/?p=881 Why consider a business coach? Starting a business is hard work. Having a business coach will help. The right team, tools, and techniques are critical to succeed.  Fortunately there are a lot of resources out there.  Unfortunately, it is hard to be able to know which ones are right for you. On this episode Arlene […]

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]]> E19 | Sculpt your Digital Presence and Online Reputation Management https://www.4fp.co/2017/09/27/sculpt-your-digital-presence-and-online-reputation-management/ Wed, 27 Sep 2017 16:20:06 +0000 http://4fp.co/?p=868 Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global Wealth. Sameer works both in the financial planning and financial services communities, as well as the broader business world.  He works across the globe to spread awareness about the importance of personal financial advice and effective management of our online reputations. One […]

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]]> E18 | Rianka started her RIA to do more https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/ https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/#comments Thu, 10 Aug 2017 00:36:11 +0000 http://4fp.co/?p=758 Want to start your own firm? In this episode Rianka shares how she started moved from being an employee at a traditional (AUM) Registered Investment Advisor to starting Your Greatest Contribution.  There’s some wonderful hints, tips and warnings for the aspiring business owner. Rianka has been a good friend for a few years.  We’ve walked […]

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]]> https://www.4fp.co/2017/08/09/e18-rianka-started-her-ria-to-do-more/feed/ 1 E16 | Podcasting for Financial Planners https://www.4fp.co/2017/05/25/e16-podcasting-for-financial-planners/ Thu, 25 May 2017 18:17:00 +0000 http://4fp.co/?p=623 Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You’re a Financial Planner, now what? Hannah’s podcast is based on a project that started in Dallas, Texas. She’s taken a local initiative to the next level through podcasting.  What started as a local gathering is now available world-wide to […]

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]]> E15 | A prospect will qualify themselves, if you ask https://www.4fp.co/2017/04/19/e15-getting-a-prospect-to-qualify-themselves-with-stan-mann/ Wed, 19 Apr 2017 22:09:18 +0000 http://4fp.co/?p=503 Would it be nice if a prospect let you know if they can afford you before you spent a lot of time with them? How Stan Prospects That’s exactly what Stan Mann teaches audience members in this episode of the show.  Stan joins me to share 10 sales appointment setting techniques and strategies to start […]

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]]> E14 | How to be a Smart Financial Planner https://www.4fp.co/2017/03/23/how-to-be-a-smart-financial-planner/ https://www.4fp.co/2017/03/23/how-to-be-a-smart-financial-planner/#comments Fri, 24 Mar 2017 00:15:32 +0000 http://4fp.co/?p=478 This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does.  Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed everything he shares on his blog See Beyond Numbers for a few […]

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]]> https://www.4fp.co/2017/03/23/how-to-be-a-smart-financial-planner/feed/ 1 E13 | It’s all about the niche on LinkedIn https://www.4fp.co/2017/01/25/e13-its-all-about-the-niche-on-linkedin/ https://www.4fp.co/2017/01/25/e13-its-all-about-the-niche-on-linkedin/#comments Wed, 25 Jan 2017 23:43:45 +0000 http://4fp.co/?p=369 Claire Akin runs the Indigo Marketing Agency and works with independent financial advisors.  She joins the show to share her digital marketing and LinkedIn expertise with the audience. It’s in the family Claire was also born and raised in the industry and brings that knowledge and her skills in marketing to each of her clients.  Claire […]

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