PODCAST · business
4FP Financial Planner Client Cultivation & Marketing
by 4FP Agency
We share the best client attraction and digital marketing techniques for Financial Professionals.
Episodes
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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:...
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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
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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 >...
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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/
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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:...
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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…
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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
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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:...
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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…
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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...
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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…
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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:...
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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™?…
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E23 | What it means to be a credible authority
E23 | What it means to be a credible authority by 4FP Agency
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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.
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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.
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E20 | How a Business Coach helps you overcome Imposter Syndrome
E20 | How a Business Coach helps you overcome Imposter Syndrome by 4FP Agency
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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?
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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.
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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.
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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.
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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…
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E14 | Learning to be a Smart Financial Planner from Holland
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...
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E13 | It’s all about the niche
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.
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E12 | How to Hire Interns from Universities
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.
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E11 | Why Study Groups are important for professionals
Why would a professional need a "study group"? Eddie Kramer shares how his study group helps him develop as a professional.
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E10 | CFP® Succession in Texas
It's taken them a decade to hand the reigns from one planner to the next. Jason McGarraugh comes on the show to share his firm's succession story.
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E09 | Kate Holmes takes her practice around the world
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.
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E08 | Using Technology to be a better CFP®
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.
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E07 | How one CFP® works with the press (part 2)
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.
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E06 | Eric Roberge on working with the press (part 1)
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...
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E05 | Cultivating the client experience with technology
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.
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E04 | Derek R Lawson on launching his website
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.
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E03 | Raquel Hinman shares about her social media manager
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.
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E02 | John Buerger talks about Twitter (part 1)
John Buerger shares his experiences with Twitter and his tool, the Wealth Health Index. (part 1)
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E01 | Matt Becker on his eCourses
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...
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ABOUT THIS SHOW
We share the best client attraction and digital marketing techniques for Financial Professionals.
HOSTED BY
4FP Agency
CATEGORIES
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Frequently Asked Questions
How many episodes does 4FP Financial Planner Client Cultivation & Marketing have?
4FP Financial Planner Client Cultivation & Marketing currently has 36 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is 4FP Financial Planner Client Cultivation & Marketing about?
We share the best client attraction and digital marketing techniques for Financial Professionals.
How often does 4FP Financial Planner Client Cultivation & Marketing release new episodes?
4FP Financial Planner Client Cultivation & Marketing has 36 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to 4FP Financial Planner Client Cultivation & Marketing?
You can listen to 4FP Financial Planner Client Cultivation & Marketing on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts 4FP Financial Planner Client Cultivation & Marketing?
4FP Financial Planner Client Cultivation & Marketing is created and hosted by 4FP Agency.
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