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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-creditDigital Marketing 4FP による
 
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-messingerResources …
 
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/Digital Marketing 4FP による
 
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/Che…
 
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 hel…
 
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/appreciativecoachingDigital Marketing 4FP による
 
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…
 
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 ma…
 
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-testhttps://www.crystalknows.com/bookhttps://www.crystalknows.com/blog/analyzing-zooms-leadership-teamGet the…
 
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 word4:45 Bringing your authentic POV to your audience7:50 Onboarding new clients with an Airplane Video from the team at Center for Financial…
 
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 compliment…
 
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 firm2:19 What is Twitch™?5:04 What does Twitch™ have to do with finance?10:51 How do…
 
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.Digital Marketing 4FP による
 
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.Digital Marketing 4FP による
 
Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them?That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial…
 
I’ve enjoyed Ronald Seir’s www.SeeBeyondNumbers.com blog for a number of years. I really enjoy his right brain approach to financial planning. He incorporates the financial planning 1.0 work in his engagements with clients and uses his “soft skills” (aka Financial 2.0 and 3.0 skills) to help his clients.…
 
Claire Akin shares her LinkedIn expertise on this episode of Digital Marketing 4FP. She shares LinkedIn specific digital marketing strategies and we discuss how LinkedIn works with other social networks. She shares how LinkedIn is an incredible basis for finding and nurturing prospects.Digital Marketing 4FP による
 
Eddie Kramer shares some of the lessons he's learned from working with his alma mater. From hiring interns to building what he calls "Structural Capital" from Guy Kawasaki and Daniel Goleman.Digital Marketing 4FP による
 
Kate Holmes loves to travel. She's traveled to every corner of the globe, and taken her practice with her. This episode shares how Kate manages her practice while she travels with a world wide network of clients.Digital Marketing 4FP による
 
Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients.I like it.Digital Marketing 4FP による
 
Eric goes in depth explaining the best practices he's found when relating with the press. He shares what its been like to work with various press agencies. What has worked and what is worth skipping.Digital Marketing 4FP による
 
Eric shares how he decided to call his firm, "Beyond Your Hammock." He elaborates how his unconventional name matches his unconventional approach to planning and how this puts him in the right position to attract millennial clients. His shares how his approach helps him to both serve his target market, millennials, and how his firm naturally compli…
 
John shares how he has uses technology as a way to use technology to create client insight and pre-qualify a prospect. He uses his Wealth Health Index to cultivate the client experience and create accountability through technology.Digital Marketing 4FP による
 
Derek Lawson joins the show to talk about launching his website. He shares what he did and why. He also shares how he went about building his website and why he designed it the way he did.Digital Marketing 4FP による
 
Raquel shares why she loves working with her social media manager. She has this assistant post on social networks for her to create her online presence. She shares how she ensures her assistant represents her brand in a compliant manner and how that attracts clients.Digital Marketing 4FP による
 
Matt Becker, principal of Mom and Dad Money, joins us for our first show. He shares how he uses email marketing and eCourses to build relationships with his audience.Matt shares how he uses these tools to build trust and let his prospects get to know him. How he educates and prepares them to become clients through his eCourses.…
 
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