In this episode, Dennis Yu from Blitz Metrics, talks about how to bridge the gap between businesses and digital content creation to drive leads and make an impact on analytic tools such as SEO ranks, Google, and My business.Blog Post: https:

S2 E09 | Be on the winning side of the interest rate

Sep 1st, 2021 35m 25s

Are you using (or considering using) a line of credit? CashMap has some fresh ideas you've probably NEVER thought of before :) Read the Full Blog post: https://digitalmarketing4fp.com/2021/08/25/a-different-way-of-looking-at-a-line-of-credit

S2 E08 | College Planning and Funding Advice

May 19th, 2021 32m 45s

In this episode of The 4FP Podcast Jake talks to College Aid Pro co-Founder, Joe Messinger about changing how we plan for college. Listen in to hear how you can go from "we'll figure it out" to "let's figure it out together." Full Blog Post >

S2 E07 | Communicate more clearly with your clients

Apr 14th, 2021 45m 50s

In today's episode Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends.Check out the full blog post here: https://digitalmarketing4fp.com/2021/04/14/communicat

S2 E06 | What is your Money Quotient?

Feb 12th, 2021 35m 20s

Amy and Jake talk about the in-depth discovery process (using "the 5 Es") that makes Money Quotient training and partnerships different from the rest. If you're a financial advisor, you should learn Money Quotient's "5 Es." It might give yo

S02 E05 | A Community of Paraplanners

Dec 9th, 2020 38m 55s

Simply Paraplanner is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the work environm

S2 E04 | Appreciative Coaching with Jody Jacobson

Oct 29th, 2020 51m 32s

In this episode, I talk with Jody Jacobson at the Human Institute about finding your ideal prospects from an appreciative integral strengths-based approach. Find the full post here: https://4fp.agency/appreciativecoaching

S2 E03 | Deeper Answers with Motivational Interviewing

Sep 21st, 2020 47m 9s

Learn how to connect with your clients and prospects better with this useful skill.In this episode, Jake learns how to be a better interviewer by talking with Joseph Kuo about Motivational Interviewing.Check out the blog post here: https://

S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)

Jul 9th, 2020 38m 52s

Oliver and Jake talk about CRM best practices for you and how you manage your prospects. Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence avai

S2 E01 | What does Crystal Know about your next client?

May 12th, 2020 37m 2s

People DON'T want to be treated the way you want to be treated. Find out more about DISC personalities and how to communicate better with people with these resources from our guest Crystal Knows.https://www.crystalknows.com/disc-personality-t

E26 | Video Speaks the Story of Your Brand

Jun 6th, 2018 42m 43s

Idea Decanter shares how video marketing allows RIAs to showcase their personalities as well as your firm's passion and purpose.Show notes:2:30 What should my videos be about?3:30 Leveling up from the written word4:45 Bringing your authent

E25 | White boarding videos, dopamine and your clients

May 16th, 2018 28m 1s

Why are whiteboarding videos so engaging? Jill Addison gives us a look into the effectiveness of using this video marketing strategy your clients and prospects.Do you want a suite of videos to share with your clients? If so, get inside th

E24 | Finding Clients and Watching Video Games

Feb 22nd, 2018 35m 2s

Galen has found a treasure trove of financial clients in one of his personal passions, video games. There are a number of ways that video game enthusiast might find themselves needing a financial planner. He's been there to help.Show Notes:

E23 | What it means to be a credible authority

Jan 10th, 2018 53m 15s

E23 | What it means to be a credible authority by Digital Marketing 4FP

E22 | Off Time Management (part 2)

Nov 15th, 2017 22m 34s

How do you recharge from working? How do you keep your mental peace?In this episode Sophia shares the ways that she helps keep peak performance through letting the quiet moments support the clarity of her mind.

E21 | Moving Beyond AUM and finding HENRYs (part 1)

Nov 8th, 2017 36m 32s

The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they? Sophia shares how she finds clients without relying on AUM and how she provides a

E20 | How a Business Coach helps you overcome Imposter Syndrome

Oct 10th, 2017 38m 6s

E20 | How a Business Coach helps you overcome Imposter Syndrome by Digital Marketing 4FP

E19 | What is your Digital Presence?

Sep 27th, 2017 39m 52s

Sameer Somal joins the show to talk about one of my favorite topics. Online Reputation Management and your Digital Presence. How do you make the right digital impression?

E18 | Rianka started her RIA to do more

Aug 9th, 2017 35m 12s

Rianka joins the show and shares details about what it was like to start Your Greatest Contribution. She shares great tips on what to do, and what to avoid, when starting out.

E17 | 5 Steps To Effective Writing

Jun 21st, 2017 30m 56s

Take your writing from good to great! This episode will help you compartmentalize your writing process. It will show you how to get started and not just stare at a blank screen.

E16 | Podcasting for Financial Planners

May 25th, 2017 35m 33s

Hannah More chats with me about her podcast, You're a Financial Planner, Now What? All about podcasts. Why we do it, how we do it and what tools we use to get better results.

E15 | A Prospect Will Qualify Themselves, If You Ask

Apr 19th, 2017 27m 20s

Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them?That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniq

E14 | Learning to be a Smart Financial Planner from Holland

Mar 21st, 2017 22m 16s

I’ve enjoyed Ronald Seir’s www.SeeBeyondNumbers.com blog for a number of years. I really enjoy his right brain approach to financial planning. He incorporates the financial planning 1.0 work in his engagements with clients and uses his “soft

E13 | It’s all about the niche

Jan 25th, 2017 32m 24s

Claire Akin shares her LinkedIn expertise on this episode of Digital Marketing 4FP. She shares LinkedIn specific digital marketing strategies and we discuss how LinkedIn works with other social networks. She shares how LinkedIn is an incredib

E12 | How to Hire Interns from Universities

Dec 15th, 2016 30m 22s

Eddie Kramer shares some of the lessons he's learned from working with his alma mater. From hiring interns to building what he calls "Structural Capital" from Guy Kawasaki and Daniel Goleman.