Time to Take your Digital Presence to the Next Level? 

Get a free ORM | Alignment Check session

Kennedy Financial Planning President
Rebecca Kennedy, CFP®

CERTIFIED FINANCIAL PLANNER™

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.

Jake Wagner, CDMP

Founder

What You’ll Get During your free

ORM | Alignment Strategy Call

We will go over the process your prospects take to get to your door.  What are they are evaluating to find out if you are the right financial planner for them?

What You’ll Do Before the Call

Just print out the documents we send you.


Or have it open on your computer when we meet.

What Happens During the Call

The call lasts for 60-90 minutes.  


We will go through your prospect's journey to arrive at your door.


We will identify any holes in your digital presence.

What Changes After the Call

You'll have a completed Customer Value Journey worksheet.


You'll know what areas of your marketing strategies to focus on next.


You'll have examples of what you might want to do to improve on in each stage of your process.

About Jake Wagner, CDMP

Born and raised in the financial planning profession and trains diligently with DigitalMarketer, Billy Gene is Marketing, Lee Goff and other premiere marketing experts.


We bring a fiduciary ethic and passion to the profession with our work.  We also bring some of the most effective strategies to grow your business.


You will leave this session with a better grasp of your marketing process and whom you are attracting.

Why They Recommend Having a Free Consultation Call

Russel Kroeger cfp ea circle headshot
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.


Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our clients to have a healthy relationship with their money.

wealth by design wealth done differently

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.

What Are You Waiting For? Let’s Improve your digital presence!

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