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

Begin Your Journey

Attract your ideal prospective clients

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

Ongoing work with the 4FP Agency

Casts and Writings


profile-pic
profile-pic
profile-pic
profile-pic
profile-pic

I trust him with the heart of my piece because I trust him as my advisor and I haven't been let down. 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

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.

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

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'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™

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

SERVICES THE 4FP AGENCY OFFERS CERTIFIED FINANCIAL PLANner™ PROFESSIONALS AND REGISTERED INVESTMENT ADVISORS

Customer Journey Specialists

Guide your prospect along a natural path.  Getting to know you and your firm's values and creating a relationship where you are their trusted advisor.  

Content Marketing Specialists

Create content that supports your values and creates a journey for ideal prospects that cultivates them and encourages them to sign on board when the time is right.

Customer Acquisition Specialists

Create paid traffic strategies that compliment the rest of your content creation.  We are about more than just creating "leads."  We want to attract your perfect clients to you.

Email Marketing Specialists

The inbox is sacred and should be abused.  We get too many emails and we need your prospects to *want* to open the emails you send them.  

We create combinations of automations and broadcast email campaigns that magnetize your ideal clients.

Asset Creation Specialists

Our team of designers can create landing pages and lead magnets that are beautiful and compliment your brand image.

We can create downloadable guides, interactive quizzes and chatbots that guide your prospect to the right member of your firm.

Search Marketing Specialists

SEO is a complicated topic.  Some things are worthwhile to some firms and others are not.  

We help you evaluate and determine the best ways for you to show up in search and help you rank for the best search terms to attract your ideal clients.

Data and Analytics 

You need to know what KPIs to measure.  

Different companies and different strategies have very different needs about what metrics are important to monitor to create a successful digital marketing strategy and campaign.

Optimization and Testing Specialists

Know how to measure and optimize your process.

Know what is working and what isn't so you can improve your systems.

>