Attract Your Ideal Clients With Ease

Know their interests wants and desires

What is the Digital Presence Map?

a few months ago

Clients ask me, why did you make a digital presence map?  What is a “digital presence” anyways?? The short answer is, the map isn’t the territory; and it sure helps to know where you want to go! How we use the map to establish a winning digital presenceOur client process uses the Digital Presence Map as a diagnostic […]

Is your data secure?

Business grade sync and backup is better.

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 […]

What is the right place for each message?

Download the Digital Presence Map to see the big picture

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 […]

The SafeHaven™ Data Centers

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

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