Category Archives for Custom Tools

E08 | Using Technology to be a better CFP®

Amy Hubble of Radix Financial uses technology to improve her client relationships.  She uses a system called Trizic.  It helps her gain insight into her client’s finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.  Trizic not only helps her learn more about her clients, […]

E02 | John Buerger finds clients on Twitter (part 1)

John Buerger is the principal of ALTUS Wealth, a fee-only firm based out of San Louis Obispo, California. John shares his experience in social media. He has over 10k twitter followers and has developed his own diagnostic tool, the Wealth Health Index. John shares how he uses his uses his Wealth Health Index tools to […]

Welcome to Digital Marketing 4FP

Welcome!Digital Marketing 4FP, LLC is a technology firm designed to support financial professionals and Certified Financial Planners™. We offer a number of tools such as www.comconnectfilesync.com, CloudFinder and offer digital marketing advice to Certified financial Planners and Registered Investment Advisors. We offer tools that enable financial professionals to leverage their practice management with the internet.  Our purpose […]

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