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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 …
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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…
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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…
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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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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…
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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…
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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…
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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…
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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…
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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.Bởi Digital Marketing 4FP
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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…
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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.…
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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…
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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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