Podcast episodes and other writings | Digital Marketing 4FP (for Financial Planners)

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 […]

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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 […]

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Richard B.(Dick) Wagner Memorial Scholarship Fund

7 months ago

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 […]

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E23 | What it means to be a credible authority

Marie Swift and Impact Communications Marie has been the secret sauce behind a number of the great names in the financial planning industry becoming a credible authority. She and her team are some of the best PR and strategy advisors in the profession.  She has been a long standing contributor to the overall financial planning movement. […]

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