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

Attract your ideal clients

ActiveCampaign Partner
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

Some Places you might see us

Commentary on Marketing, Fintech and Finology

Official Marketing Coach for the Garrett Planning Network

ComConnect has been featured as a file share, sync and backup program

FPA NexGen

Jake started the COFPA NexGen chapter and has attended numerous Gatherings.

Tasha has attended two FPA NexGen Gatherings so far. 

Casts and Writings

Testimonials


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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®

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

George Guttman - 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.

Rebecca Kennedy, CFP® - CFP®

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™

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
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