Created with Sketch.
Digital Marketing 4FP (for Certified Financial Planner Professionals)
33 minutes | May 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/
46 minutes | Apr 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/
35 minutes | Feb 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/
39 minutes | Dec 9, 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
51 minutes | Oct 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
47 minutes | Sep 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
39 minutes | Jul 9, 2020
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/
37 minutes | May 12, 2020
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/!
43 minutes | Jun 6, 2018
E26 | Video Speaks the Story of Your Brand
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 and fixes in post-production 14:45 Do I need to know how to produce a video? (it’s no mystery) 16:30 Sharon talks about the video “gateway drug” 19:00 Getting real (this one’s about you, Doug) 21:45 The MOST IMPORTANT step that so many people skip 26:40 What you could be doing with video on Facebook that you didn’t even know about (Sharon talks pixels!) 30:45 Taking your bio to the big screen 32:15 When your video needs a refresh 35:00 Jake talks about “exposing yourself” 37:00 How to get started — even if it’s DIY 39:30 A little something special for the listeners! #freebie
28 minutes | May 16, 2018
E25 | White boarding videos, dopamine and your clients
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/ELJh3eUIHh
35 minutes | Feb 22, 2018
E24 | Finding Clients and Watching Video Games
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 more than just financial planning 15:26 The challenges of finding clients in this niche 21:58 Galen talks student loan initiatives 26:31 How Galen's marketing is moving his firm forward. 31:38 Galen gives advice to other planners
53 minutes | Jan 10, 2018
E23 | What it means to be a credible authority
E23 | What it means to be a credible authority by Digital Marketing 4FP
23 minutes | Nov 15, 2017
E22 | Off Time Management (part 2)
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.
37 minutes | Nov 8, 2017
E21 | Moving Beyond AUM and finding HENRYs (part 1)
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.
38 minutes | Oct 10, 2017
E20 | How a Business Coach helps you overcome Imposter Syndrome
E20 | How a Business Coach helps you overcome Imposter Syndrome by Digital Marketing 4FP
40 minutes | Sep 27, 2017
E19 | What is your Digital Presence?
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?
35 minutes | Aug 9, 2017
E18 | Rianka started her RIA to do more
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.
31 minutes | Jun 21, 2017
E17 | 5 Steps To Effective Writing
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.
36 minutes | May 25, 2017
E16 | Podcasting for Financial Planners
Hannah More chats with me about her podcast, You're a Financial Planner, Now What? All about podcasts. Why we do it, how we do it and what tools we use to get better results.
27 minutes | Apr 19, 2017
E15 | A Prospect Will Qualify Themselves, If You Ask
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 advisors who work with him. This episode will teach you whether or not you want to "close" a prospect.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021