Digital Marketing 4FP (for Certified Financial Planner Professionals) Digital Marketing 4FP
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We share the best client attraction and digital marketing techniques for Financial Professionals.
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S2 E10 | Repurposing Content with Dennis Yu
In this episode, Dennis Yu from Blitz Metrics, talks about how to bridge the gap between businesses and digital content creation to drive leads and make an impact on analytic tools such as SEO ranks, Google, and My business.
Blog Post: https://digitalmarketing4fp.com//2021/12/06/making-video-content-easy -
S2 E09 | Be on the winning side of the interest rate
Are you using (or considering using) a line of credit? CashMap has some fresh ideas you've probably NEVER thought of before :)
Read the Full Blog post: https://digitalmarketing4fp.com/2021/08/25/a-different-way-of-looking-at-a-line-of-credit -
S2 E08 | College Planning and Funding Advice
In this episode of The 4FP Podcast Jake talks to College Aid Pro co-Founder, Joe Messinger about changing how we plan for college. Listen in to hear how you can go from "we'll figure it out" to "let's figure it out together."
Full Blog Post > https://digitalmarketing4fp.com/2021/05/19/college-planning-and-funding-advice-with-joe-messinger
Resources > https://collegeaidpro.com/college-money-report/ -
S2 E07 | Communicate more clearly with your clients
In today's episode Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends.
Check out the full blog post here: https://digitalmarketing4fp.com/2021/04/14/communicate-more-clearly-with-your-clients/ -
S2 E06 | What is your Money Quotient?
Amy and Jake talk about the in-depth discovery process (using "the 5 Es") that makes Money Quotient training and partnerships different from the rest.
If you're a financial advisor, you should learn Money Quotient's "5 Es." It might give your client's more value.
Check out their training here: https://www.moneyquotient.com/events/2021-02-22-ftwp/
Check out the blog post here: https://digitalmarketing4fp.com/2021/02/12/what-is-money-quotient/ -
S02 E05 | A Community of Paraplanners
Simply Paraplanner is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the work environment that fits their lifestyle.
Simply put, they connect financial advisors with virtual paraplanners to help advisors expand their business, not their office.
Learn more > https://4fp.agency/paraplanner