36 episodes

We share the best digital marketing techniques for Financial Planners.

Digital Marketing 4FP (for Certified Financial Planner Professionals‪)‬ Digital Marketing 4FP

    • Business

We share the best digital marketing techniques for Financial Planners.

    S2 E10 | Repurposing Content with Dennis Yu

    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

    • 39 min
    S2 E09 | Be on the winning side of the interest rate

    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

    • 35 min
    S2 E08 | College Planning and Funding Advice

    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/

    • 32 min
    S2 E07 | Communicate more clearly with your clients

    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/

    • 45 min
    S2 E06 | What is your Money Quotient?

    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/

    • 35 min
    S02 E05 | A Community of Paraplanners

    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

    • 38 min

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