Are you a CFP® who needs a digital marketing Team?

Attract your ideal clients

ActiveCampaign Partner
DigitalMarketer Certified Partner

We have predictable and proven systems so that you to find your own answers. Our team of experts support you and ensure your digital presence runs smoothly.

Our process


01.

Create your Digital Marketing Plan

Our plans are tailored to your business and are conducted over the course of three to four months, depending on your needs.

We build a marketing strategy that maximizes your impact and minimizes the time required.

02.

Build out your Digital Presence

Now that you have a set foundation and an effective strategy, we work with you to implement your decisions.

Whether it's a website makeover, paid traffic strategy or email marketing, we have a package to help.

03.

Monitoring and Care 

After you have remodeled your digital presence, we are still your support team.  

If you need website tweaks, small graphic design requests or are starting a new initiative, our team has the resources to help you succeed. 

Check out our Podcasts and Writings

Podcasts

Sculpt your firm's digital presence

FREE Resources

Compliant file sync cloud for certified financial planners

Compliant File Sync

Some Places you might see us

Commentary on Marketing, Fintech and Finology

Official Marketing Coach for the Garrett Planning Network

ComConnect has been featured as a file share, sync and backup program

FPA NexGen

Jake started the COFPA NexGen chapter and has attended numerous Gatherings.

Tasha has attended two FPA NexGen Gatherings so far. 

Casts and Writings

Testimonials


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Today’s Digital Marketing is far more complex than even a few years ago. Jake has a unique understanding of an integrated digital marketing strategy.

The 4FP process combines taking control of your online reputation including website presence, social media strategy, and integrating a next-gen CRM Active Campaign to bring lead generation in-house, being compliant for regulators, and identifying where to focus your marketing dollars in your Digital Marketing decisions.

Jason B. Ball, CFP®, ChFC®, CLU® - CERTIFIED FINANCIAL PLANNER™

Jake created the space and direction I needed to elevate my brand and business development. He listened, brought enthusiasm, ideas, and maybe most important, asked the right questions. He is always dedicated to making sure his vision and efforts on my behalf are aligned with my own vision and purpose.

Elizabeth Jetton, CFP® - Coach, Planner & Thought Leader

Jake's intimate knowledge of the Financial Planning profession makes it easy to be on the same page regarding my firm's vision and purpose. The Digital Marketing 4FP approach mirrors the planning process in that our conversations are always oriented around discovery and resourcefulness to come to solutions. His dedication to anchoring engagement strategy to who my ideal client is and how to best serve them is a good counterbalance to any business owner who has a tendency to get lost in the weeds of business operations and serving clients.

Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our client's to have a healthy relationship with their money.

Russell Kroeger, CFP®, EA - CERTIFIED FINANCIAL PLANNER™

In ‘Good to Great’, Jim Collins touts the benefits of “Getting the right people on the bus in the right seats”. With a shared vision and mission, I have been fortunate to get Jake on my bus and in the right seat of “digital marketing maestro” (his given title by me) in our organizations. The digital world is vast and I deeply appreciate Jake’s guidance as we course through this new, amazing, and opportunistic terrain.

Danielle Howard, CFP®, CKA® - Financial Planner, speaker and educator

Digital Marketing for Financial Planners are the digital-presence gurus. They deeply understand the paths potential clients take on their journey toward connecting with you directly. More importantly, they're fluent in the ways you can put your best message forward with those potential clients every step of the way. For advisors who understand the importance of owning their digital footprint and know they can’t manage it alone, this is the go-to team.

David C. Bowman, CFP® - Certified Financial Planner
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