Are you a CFP® who needs a digital marketing Team?
Attract your ideal clients
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.
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.
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.
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.
Compliant File Sync
Some Places you might see us
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.
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.
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.
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.
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.