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

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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™

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

Jake has always been there for the critical times. Both with the advice and helping me with what I need.

This isn’t a guy who will come in and tell you, "this is what is best." He will find the solution that you truly need. What he does is educate you. I’ve never been more comfortable with baring my process than with Jake and the 4FP team.

Brad Marro - Marro Media, Brad Treks America

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

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
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