We Are Business Growth Strategists 

Building Client Attraction Systems And Referral Marketing Funnels For Financial Planners

Our clients call us Customer Journey Whisperers.  Creating custom, data driven, Client Acquisition Systems.

Have you been burned by "marketers" who sing the praises about how their Magic Answer will bring an endless string of clients to your front door, and you never see the results?  

That's not us. 

We incorporate your total client life cycle. From a prospect finding you, all the way to your referral marketing strategy is considered in our approach.

Our process gives our clients a high level view of the health of their business.  Our facilitated processes give them confidence in their decisions. 

We support RIAs with a proven process that leverages tools and techniques based on the natural process of human intimacy

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 born and raised with The Fiduciary Standard. 

We ‘Get’ Financial Planning.

DigitalMarketer Certified Partner
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ActiveCampaign Partner

We are more than marketers or digital marketers.

We address the whole client life cycle and are uniquely aware of the wealth manager and financial planning profession and culture. 

As a DigitalMarketer Certified Partner, we use proven systems that calibrate and monitor the health of your Client Journey.  You will cultivate the relationships that are most likely to create prospects and referrals.  

Our proven process ensures that you have a clear path for your from your ideal client to your front door. 

Our Growth Triad strategy uses tools, analytic data, and a documentation process that naturally highlights and prioritizes the best answers for you and your team. 

Testimonials

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Danielle Howard, CFP®, CKA® Financial Planner, speaker and educator

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.

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Charlotte Mabry Ed.D, CeFT

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!

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Jason B. Ball, CFP®, ChFC®, CLU® CERTIFIED FINANCIAL PLANNER™

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.

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Elizabeth Jetton, CFP® Coach, Planner & Thought Leader

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.

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Russell Kroeger, CFP®, EA CERTIFIED FINANCIAL PLANNER™

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.

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Rebecca Kennedy, CFP® CFP®

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.

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Sheri Conklin CFP®

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.

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George Guttman CFP®

You have such valuable knowledge that is industry-specific... Your knowledge base is tremendous.

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David C. Bowman, CFP® 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.

Our process

01. Get Your Assessment

Meet with a member of the 4FP team to get your Digital Alignment Check to audit and assess your current Client Acquisition Engine and marketing process.

Over 90 minutes you will receive a comprehensive assessment of what is working well, and what isn't.  

02. Launch Your Accelerator

The Digital Tune Up is our three month accelerator.  

During the three months dedicated to your Digital TuneUp, we will Build, Grow, and Optimize a self-correcting marketing Operating System that we call your Client Acquisition Engine.

The Digital TuneIn is the first half day of the TuneUp three month accelerator. 

03. Stay on Track

After you have implemented your Client Acquisition Engine, we are still your support team. 

We keep our clients on track with their plan.  

By tracking the health of your acquisition process we identify what is working, and what isn't.  

We use facilitated exercises that give you the right information to weigh your priorities and choose the right next steps to build your business. 

Check out our Podcasts and Writings

Podcasts

Sculpt your firm's digital presence

FREE Resources

Compliant file sync cloud for certified financial planners

17a-3 Compliant File Sync

Places you'll Find Us

Some Places You

Might See Us

Casts and Writings

What are you Waiting for?

With a variety of ways for us to support your RIA's growth, from free resources and trainings to us being your Fractional CMO, the 4FP Agency can support the growth of your financial planning firm.

Get started today! 

We provide Fractional Chief Marketing Officer services to Financial Planners, RIAs, Wealth Mangers, Certified Financial Planner™ Professionals with our proven system using tools, documentation and measuring your marketing process to create a Growth Triad that is effectively a self correcting marketing Operating System.

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