Are you a CFP® who needs a digital marketing Plan?
Begin Your Journey
Attract your ideal prospective clients
Take the Quizzes
Start by taking the quizzes to see where you are in the digital world.
Your answers tell us where you are and what you need next. We'll talk about the details during intake conversations.
Use the Ideal Client Worksheet and Style Guide to get a step ahead with your digital marketing.
Our free resources will help you orient your marketing to attract your ideal clients.
Work with the 4FP team and get your Digital Marketing Assessment.
Our assessments provide you with a clear understanding of what you are doing right and what needs to be improved in your digital presence.
Compliant File Sync
Ongoing work with the 4FP Agency
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. The Digital Marketing 4FP approach mirrors the planning process in that our conversations are always oriented around discovery and resourcefulness to come to solutions. His dedication to anchoring engagement strategy to who my ideal client is and how to best serve them is a good counterbalance to any business owner who has a tendency to get lost in the weeds of business operations and serving clients.
Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our client's to have a healthy relationship with their money.
Today’s Digital Marketing is far more complex than even a few years ago. Jake has a unique understanding of an integrated digital marketing strategy.
The 4FP process combines taking control of your online reputation including website presence, social media strategy, and integrating a next-gen CRM Active Campaign to bring lead generation in-house, being compliant for regulators, and identifying where to focus your marketing dollars in your Digital Marketing decisions.
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.
Jake created the space and direction I needed to elevate my brand and business development. He listened, brought enthusiasm, ideas, and maybe most important, asked the right questions. He is always dedicated to making sure his vision and efforts on my behalf are aligned with my own vision and purpose.
Sheri Conklin CFP®
I was going around in circles and not knowing what direction to go into, what to start with, and what to work on. You have broken the process down and you are leading me through what needs to be done in all of the steps in the process. I don't know why I've struggled so much because you're making this seem very simple and easy. And I'm absolutely enjoying the process, I love working with you, and I love the ideas that we've come up with. So, I am extremely happy and can't wait to see what we end up with on the final product.