How your Digital Presence affects you clients, prospects and Financial Planning 3.0 This speech was developed for the 2019 FPA Retreat in La Jolla, California. Jake takes you on a journey that dives into your prospect’s process to become a client. He shares how your digital presence can amplify your message. Bringing your thought leadership […]
A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, Illinois to learn what it was like To Think… Like a CFP® as a community. It was humbling and inspiring. This was my 5th gathering and I’ll be sad if it’s my last. I was able to see my sister, Natalie Wagner, […]