Are you a CFP® who needs a digital marketing Plan?
Begin Your Journey
Attract your ideal prospective clients
Take the Quizzes
Start by taking the quizzes to see where you are in the digital world.
Your answers tell us where you are and what you need next. We'll talk about the details during intake conversations.
Use the Ideal Client Worksheet and Style Guide to get a step ahead with your digital marketing.
Our free resources will help you orient your marketing to attract your ideal clients.
Work with the 4FP team and get your Digital Marketing Assessment.
Our assessments provide you with a clear understanding of what you are doing right and what needs to be improved in your digital presence.
Compliant File Sync
Ongoing work with the 4FP Agency
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.
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.
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.
Jake has great communication skills and a good balance oft echnical 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.