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

Attract your ideal prospective 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.

Our process


01.

Setting a great Foundation

There is too much in digital marketing to “do it all.”  

Identify what is working right and what isn’t in your digital presence. Leave with a list of “quick wins” to improve your digital marketing.

02.

Creating your Digital Marketing Plan

Our plans are tailored to your business and are conducted over the course of four months.We build a marketing strategy that maximizes your impact and minimizes the time required.

03.

Building 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.

04.

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

Casts and Writings

Testimonials


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Jake has great communication skills and a good balance of technical expertise and business acumen. He knows how to explain complex topics to the layperson and is proactive in diagnosing and assessing problems. I also appreciate how approachable and easy to work with he is.

Rebecca Kennedy, CFP® - CFP®

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 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'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™

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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