Marketing & Scaling a CFP Business (Highly Regulated Industry) with Jacob Wagner episode artwork

EPISODE · Jul 13, 2022 · 41 MIN

Marketing & Scaling a CFP Business (Highly Regulated Industry) with Jacob Wagner

from The Journey with Christian D Evans · host Christian D Evans

🎁 Gift for All Podcast Listeners Below 👇| Jake grew up learning from the greatest minds in financial planning. He learned that financial planning was the most important profession of the 21st century.  His father, Richard B. Wagner JD, CFP®, impressed upon him early on the importance of financial planning.  He started the 4FP Agency because it was the best way to use his talents to support the financial planning profession.   "We've trained our team to be your Fractional CMO team so we can support our clients, financial planners, and RIAs, with a Marketing Operating System, so they can be the best financial planners possible." - Jake Wagner, CDMP.   Connect:    https://www.linkedin.com/in/jacobbwagner/  https://digitalmarketing4fp.com/  🎁 REDEEM GIFT 🎁 We have open enrollment for our exclusive Be Uncommon Mastermind (never before open to the public) where you can get 1 on 1 mentorship & personal insight from top 8 & 9 figure CEO, founders, business owners.....to help you grow, scale, increase revenue  & avoid business pitfalls on your path to LEVELING UP! (Featured 8 & 9 figure Members: Pascal Bachman who has worked with people like Ed Mylett, Nick Cavuoto who worked closely with Gary Vee & Tony Robbins, Mandi Ellefson, 4X 8 Figure Business Owner Vinnie Fisher, J.C Granger, David Valentine & so many more...) Apply to the Be Uncommon Mastermind: Learn More @ https://calendly.com/nickcavuoto/20-minute-meeting-mentormind Mention: Journey with Christian D Evans Podcast 🎁 REDEEM GIFT 🎁 Create and Launch a Successful eLearning Program, Online Course, New Client or Employee Onboarding or Virtual Training --> where you will learn the biggest mistake most people make with eLearning, the #1 reason most eLearning programs fail, the 3 Pillars to create extraordinary value for your learners every time, how to streamline your client & new hire onboarding and much more! Learn More @ https://www.e-learningpartners.com/a/2147499455/Tcz8PaGz 🎁 REDEEM GIFT 🎁 Free 7-day Trial of BizableTV (Top Rated Business Content From High Level Entrepreneurs) Learn More @ https://bizabletv.com/pages/bizabletv-christian-d-evans CONNECT WITH ME:   TikTok: https://vm.tiktok.com/ZTdujUXWv/  LinkedIn:  https://www.linkedin.com/in/evansandfamily/ 

🎁 Gift for All Podcast Listeners Below 👇| Jake grew up learning from the greatest minds in financial planning. He learned that financial planning was the most important profession of the 21st century.  His father, Richard B. Wagner JD, CFP®, impressed upon him early on the importance of financial planning.  He started the 4FP Agency because it was the best way to use his talents to support the financial planning profession.   "We've trained our team to be your Fractional CMO team so we can support our clients, financial planners, and RIAs, with a Marketing Operating System, so they can be the best financial planners possible." - Jake Wagner, CDMP.   Connect:    https://www.linkedin.com/in/jacobbwagner/  https://digitalmarketing4fp.com/  🎁 REDEEM GIFT 🎁 We have open enrollment for our exclusive Be Uncommon Mastermind (never before open to the public) where you can get 1 on 1 mentorship & personal insight from top 8 & 9 figure CEO, founders, business owners.....to help you grow, scale, increase revenue  & avoid business pitfalls on your path to LEVELING UP! (Featured 8 & 9 figure Members: Pascal Bachman who has worked with people like Ed Mylett, Nick Cavuoto who worked closely with Gary Vee & Tony Robbins, Mandi Ellefson, 4X 8 Figure Business Owner Vinnie Fisher, J.C Granger, David Valentine & so many more...) Apply to the Be Uncommon Mastermind: Learn More @ https://calendly.com/nickcavuoto/20-minute-meeting-mentormind Mention: Journey with Christian D Evans Podcast 🎁 REDEEM GIFT 🎁 Create and Launch a Successful eLearning Program, Online Course, New Client or Employee Onboarding or Virtual Training --> where you will learn the biggest mistake most people make with eLearning, the #1 reason most eLearning programs fail, the 3 Pillars to create extraordinary value for your learners every time, how to streamline your client & new hire onboarding and much more! Learn More @ https://www.e-learningpartners.com/a/2147499455/Tcz8PaGz 🎁 REDEEM GIFT 🎁 Free 7-day Trial of BizableTV (Top Rated Business Content From High Level Entrepreneurs) Learn More @ https://bizabletv.com/pages/bizabletv-christian-d-evans CONNECT WITH ME:   TikTok: https://vm.tiktok.com/ZTdujUXWv/  LinkedIn:  https://www.linkedin.com/in/evansandfamily/

NOW PLAYING

Marketing & Scaling a CFP Business (Highly Regulated Industry) with Jacob Wagner

0:00 41:07

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Journey with Christian D Evans?

This episode is 41 minutes long.

When was this The Journey with Christian D Evans episode published?

This episode was published on July 13, 2022.

What is this episode about?

🎁 Gift for All Podcast Listeners Below 👇| Jake grew up learning from the greatest minds in financial planning. He learned that financial planning was the most important profession of the 21st century.  His father, Richard B. Wagner JD, CFP®,...

Can I download this The Journey with Christian D Evans episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!