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

Attract your ideal clients

DigitalMarketer Certified Partner

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.

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.

02.

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.

03.

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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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

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 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®

Thanks for keeping me on track

I want you to know that I appreciate this help. I was always that dreamer kid who spent lots of time alone by choice. Talking analytically about myself is difficult. It’s not about feelings or intuition and I grew up in the land of judgement.

Painting and sculpture were my refuges in a wonderful but difficult childhood. I can assure you that I never dreamed of being a princess so there are a couple of things that have a great impact on me; “ To whom much is given, much is expected” and “Never confuse good fortune with worthiness." "Know thyself" is also a big favorite. You have to lead me back because thinking about this raises my anxiety.

I am a true Empath. I feel the pain of others acutely and I hate to see people hurting. I have had clients talk with me supposedly about their portfolio and found that all they are looking for in that connection. I think people like to make and spend money, but they can lose their soul doing it. Most women my age were not brought up to make money. One could be a teacher, a nurse or a mother. I enjoy being a sounding board for people and their finances!

Charlotte Mabry - Ed.D, CeFT

Sheri Conklin CFP®

I was going around in circles and not knowing what direction to go into, what to start with, and what to work on. You have broken the process down and you are leading me through what needs to be done in all of the steps in the process. I don't know why I've struggled so much because you're making this seem very simple and easy. And I'm absolutely enjoying the process, I love working with you, and I love the ideas that we've come up with. So, I am extremely happy and can't wait to see what we end up with on the final product.

Sheri Conklin - CFP®
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