4FP Financial Planner Client Cultivation & Marketing

4FP Financial Planner Client Cultivation & Marketing

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

Episodes

S2 E10 | Repurposing Content with Dennis Yu

December 6, 2021 • 39 mins
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
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S2 E09 | Be on the winning side of the interest rate

September 1, 2021 • 35 mins
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
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S2 E08 | College Planning and Funding Advice

May 19, 2021 • 32 mins
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/
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S2 E07 | Communicate more clearly with your clients

April 14, 2021 • 45 mins
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/
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S2 E06 | What is your Money Quotient?

February 12, 2021 • 35 mins
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...
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S02 E05 | A Community of Paraplanners

December 9, 2020 • 38 mins
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.agenc...
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S2 E04 | Appreciative Coaching with Jody Jacobson

October 29, 2020 • 51 mins
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
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S2 E03 | Deeper Answers with Motivational Interviewing

September 21, 2020 • 47 mins
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
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S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)

July 9, 2020 • 38 mins
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. ...
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S2 E01 | What does Crystal Know about your next client?

May 12, 2020 • 37 mins
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/nmaon...
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E26 | Video Speaks the Story of Your Brand

June 6, 2018 • 42 mins
Idea Decanter shares how video marketing allows RIAs to showcase their personalities as well as your firm's passion and purpose. Show notes: 2:30 What should my videos be about? 3:30 Leveling up from the written word 4:45 Bringing your authentic POV to your audience 7:50 Onboarding new clients with an Airplane Video from the team at Center for Financial Planning 10:45 Laura attempts hard math (don’t judge) 11:40 Pre-shoot jitters ...
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E25 | White boarding videos, dopamine and your clients

May 16, 2018 • 28 mins
Why are whiteboarding videos so engaging? Jill Addison gives us a look into the effectiveness of using this video marketing strategy your clients and prospects. Do you want a suite of videos to share with your clients? If so, get inside the FA Client Machine: https://fz203.isrefer.com/go/jw3/JacobWagner/ BONUS: Click here to schedule your complimentary 15-minute Video Marketing Strategy Session: http://www.scheduleyou.in/E...
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E24 | Finding Clients and Watching Video Games

February 22, 2018 • 35 mins
Galen has found a treasure trove of financial clients in one of his personal passions, video games. There are a number of ways that video game enthusiast might find themselves needing a financial planner. He's been there to help. Show Notes: 1:27 Galen introduces his firm 2:19 What is Twitch™? 5:04 What does Twitch™ have to do with finance? 10:51 How do you find clients through Twitch™? 12:13 Twitch™ streamers are looking for mo...
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E23 | What it means to be a credible authority

January 10, 2018 • 53 mins
E23 | What it means to be a credible authority by 4FP Agency
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E22 | Off Time Management (part 2)

November 15, 2017 • 22 mins
How do you recharge from working? How do you keep your mental peace? In this episode Sophia shares the ways that she helps keep peak performance through letting the quiet moments support the clarity of her mind.
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E21 | Moving Beyond AUM and finding HENRYs (part 1)

November 8, 2017 • 36 mins
The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they? Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.
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E20 | How a Business Coach helps you overcome Imposter Syndrome

October 10, 2017 • 38 mins
E20 | How a Business Coach helps you overcome Imposter Syndrome by 4FP Agency
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E19 | What is your Digital Presence?

September 27, 2017 • 39 mins
Sameer Somal joins the show to talk about one of my favorite topics. Online Reputation Management and your Digital Presence. How do you make the right digital impression?
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E18 | Rianka started her RIA to do more

August 9, 2017 • 35 mins
Rianka joins the show and shares details about what it was like to start Your Greatest Contribution. She shares great tips on what to do, and what to avoid, when starting out.
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E17 | 5 Steps To Effective Writing

June 21, 2017 • 30 mins
Take your writing from good to great! This episode will help you compartmentalize your writing process. It will show you how to get started and not just stare at a blank screen.
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