4FP Financial Planner Client Cultivation & Marketing

4FP Agency
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4FP Financial Planner Client Cultivation & Marketing

We share the best client attraction and digital marketing techniques for Financial Professionals.

  1. S2 E10 | Repurposing Content with Dennis Yu

    12/06/2021

    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

    40 min
  2. S2 E09 | Be on the winning side of the interest rate

    09/01/2021

    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
  3. S2 E08 | College Planning and Funding Advice

    05/19/2021

    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/

    33 min
  4. S2 E07 | Communicate more clearly with your clients

    04/14/2021

    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/

    46 min
  5. S2 E06 | What is your Money Quotient?

    02/12/2021

    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
  6. S02 E05 | A Community of Paraplanners

    12/09/2020

    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

    39 min
  7. S2 E04 | Appreciative Coaching with Jody Jacobson

    10/29/2020

    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

    52 min
  8. S2 E03 | Deeper Answers with Motivational Interviewing

    09/21/2020

    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
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We share the best client attraction and digital marketing techniques for Financial Professionals.

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