32 episodes

We share the best digital marketing techniques for Financial Planners.

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

    • Business
    • 4.0 • 4 Ratings

We share the best digital marketing techniques for Financial Planners.

    S2 EP 06 | What is your Money Quotient?

    S2 EP 06 | 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
    S2 E04 | Appreciative Coaching with Jody Jacobson

    S2 E04 | Appreciative Coaching with Jody Jacobson

    In this episode, I talk with Jody Jacobson at the Human Institute about finding your ideal prospects from an appreciative integral strengths-based approach.

    Find the full post here: https://4fp.agency/appreciativecoaching

    • 51 min
    S2 E03 | Deeper Answers with Motivational Interviewing

    S2 E03 | Deeper Answers with Motivational Interviewing

    Learn how to connect with your clients and prospects better with this useful skill.

    In this episode, Jake learns how to be a better interviewer by talking with Joseph Kuo about Motivational Interviewing.

    Check out the blog post here: https://digitalmarketing4fp.com/2020/09/22/s2-e03-deeper-answers-with-motivational-interviewing

    • 47 min
    S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)

    S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)

    Oliver and Jake talk about CRM best practices for you and how you manage your prospects.

    Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence available to a firm's leadership team.

    Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort.

    Handwrytten app - https://www.handwrytten.com/
    Sendoutcards app - https://www.sendoutcards.com/app
    Blog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/

    Check out the 4FP Agency services - http://digitalmarketing4fp.com/services-toggle/

    • 38 min
    S2 E01 | What does Crystal Know about your next client?

    S2 E01 | What does Crystal Know about your next client?

    People DON'T want to be treated the way you want to be treated. Find out more about DISC personalities and how to communicate better with people with these resources from our guest Crystal Knows.

    https://www.crystalknows.com/disc-personality-test
    https://www.crystalknows.com/book
    https://www.crystalknows.com/blog/analyzing-zooms-leadership-team

    Get the Chrome extension here! https://chrome.google.com/webstore/detail/crystal/nmaonghoefpmlfgaknnboiekjhfpmajh?hl=en

    Thanks for listening to another Digital Marketing 4 Financial Planners episode. Check out more at http://digitalmarketing4fp.com/!

    • 37 min

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