Attract Your Ideal Clients With Ease

Know their interests wants and desires

FPA Retreat Presentation 2019

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 […]

Is your data secure?

Business grade sync and backup is better.

E26 | Sharing your firm story through video

Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It doesn’t have to be. It is important to think about the time and money it will save.  There are huge benefits to having one or more videos as collateral.  A good video adds consistency to your brand. “Video offers financial advisors a great […]

EP25 | The Brilliance of Whiteboarding Videos

Why are those animation videos so engaging? You know the ones with the expansive whiteboard and markers with a narrative that seems to be both spontaneous and well narrated.  I love how they seem to make incredible points and keep you wondering what is next. Jill Addison of FA Client Machine joins the podcast to […]

What is the right place for each message?

Download the Digital Presence Map to see the big picture

Richard B.(Dick) Wagner Memorial Scholarship Fund

This is a special announcement that I’ve been waiting to share with you for months. I am proud to share that the CFP Board and the Financial Planning Association are working together on a new scholarship titled the Richard B.(Dick) Wagner Memorial Scholarship Fund. The announcement was made last week at #FPARetreat18, at the Wigwam in […]

E24 | Finding Clients and Watching Video Games

What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did.  Galen is an avid “gamer.” He likes video games and video game […]

The SafeHaven™ Data Centers

The Data Centers that protect ComConnect File Sync and CloudFinder users data

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