Jake Wagner, CDMP

Digital Marketing 4FP Podcast

The Digital Marketing 4FP podcast is for Certified Financial Planner™ Professionals and Registered Investment Advisors.  We interview members of the CFP® Pro community to share the best digital marketing techniques .

Why 4FP?

"4FP" is *for Financial Planners.*  Our podcast and digital marketing services cater to the needs of independent RIAs.  Our techniques and resources improve your skills to help you find more ideal clients.

Listen to the Digital Marketing Podcast

Economists Rebuke Proposed Tax Plan
Death and taxes, right? And we only one have any ability to negotiate with the latter. Economists and The Proposed[...]
E22 | Off Time Management (part 2)
Being your best You want to give your best to your clients. I encourage you to consider your off time[...]
E21 | Moving Beyond AUM and Finding HENRYs
Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this week's episode of the show.  Sophia[...]
E20 | Business coaching helps your firm grow better
Why consider a business coach? Starting a business is hard work. Having a business coach will help. The right team,[...]
E19 | Sculpt your Digital Presence and Online Reputation Management
Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global Wealth. Sameer works both in the financial[...]
E18 | Rianka started her RIA to do more
Want to start your own firm? In this episode Rianka shares how she started moved from being an employee at[...]
Renewed from FPA NexGen
A few weeks ago, the profession's brightest and boldest young planners gathered in Naperville, Illinois to learn what it was[...]
E17 | 5 steps to a great writing process
Scott Wentworth knows how to write.  He's made a career out of it and uses those skills to help planners.[...]
E16 | Podcasting for Financial Planners
Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You're a Financial Planner, now[...]
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