Who we Serve

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We are a digital marketing agency serving Financial Planners, Financial Advisors and Registered Investment Advisors (RIAs) market and brand their firm.  

We usually work with fee-only independent advisors.  Often with a focus on Life Planning, Financial Planning 3.0 and exploring the deeper meanings of money with their clients.

We work with you and your team to create a coherent overall online strategy to create a manageable digital presence.  

We help financial planners sculpt their digital presence.  We can assist firms in areas like website strategy, social media strategy, email marketing, and paid traffic strategies.  We will help your business grow and maximize your team resources through digital marketing automation, tools and best-practices.


Our Clients have a digital presence that is guided by a coherent, hi-level, strategy.  

An Email marketing system and platform that automatically engages prospects.  This makes it easy to send out newsletters to update clients and prospects.

An optimized funnel.  This enables you to leverage your time and for prospects to feel like they and their concerns are being spoken to at each stage along the customer journey.​

Have a syndication system to share your blog posts and other content marketing.  Know who you are going to reach and how they will help you build your business.

digital presence online reputation management

Have monitoring tools and a process to know, through data, what is working, what isn't and what needs to be changed.

Case Studies

R. is just starting his firm.  He has been working with the 4FP Team to create his website and online strategy.  We help him define his brand, know who he is speaking to and what language is favored by both his prospects and the search engine.

Asking the right questions lets prospects qualify themselves

S. wants to grow his consulting businesses.  He thinks a great way to do this is by having classes that support local women in times of change.  We setup a membership website, facebook pages.  We get a grant for free google adwords traffic and create a couple lead magnets for him to help build his email list.  

B. is a good guy who wants to both grow his practice and support his local community.  He worked with the 4FP Team to incorporate membership website into his overall marketing approach with blog posts, lead magnets, Google AdWords, and feed prospects into email campaigns that engage and provide value to his prospects while taking advantage of automation.

D. is a writer and influencer.  He's been writing for magazines for decades but he wasn't getting booked for as many speeches as he hoped.  By working with the 4FP Team he got a plan, got on track and was able to get several speaking gigs.

E. is a teacher, instructor and influencer.  She has had many successes over her career.  In some ways, too many. She was committed to three brands!  After working with the 4FP team she was able to simplify her digital presence, sort through her priorities and decide how she wanted to focus her efforts for the next stage of her career.

Taking Action

  • Are you ready to take your business to the next level?  
  • Are you ready for a system of automated tools setup and configured to support your business?
  • Do you want an easy to follow  a plan of action that is tailored to your firms needs?
  • Do you want clients that are a cultural fit that walk in the door with an understanding about you and your process?