4FP Financial Planner Client Cultivation & Marketing

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://digitalmarketing4fp.com//2021/12/06/making-video-content-easy

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

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 > https://digitalmarketing4fp.com/2021/05/19/college-planning-and-funding-advice-with-joe-messinger

Resources > https://collegeaidpro.com/college-money-report/

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/communicate-more-clearly-with-your-clients/

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 your client's more value.

Check out their training here: https://www.moneyquotient.com/events/2021-02-22-ftwp/

Check out the blog post here: https://digitalmarketing4fp.com/2021/02/12/what-is-money-quotient/

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 environment that fits their lifestyle.

Simply put, they connect financial advisors with virtual paraplanners to help advisors expand their business, not their office.

Learn more > https://4fp.agency/paraplanner

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

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://digitalmarketing4fp.com/2020/09/22/s2-e03-deeper-answers-with-motivational-interviewing

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 available to a firm's leadership team.

Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort.

Handwrytten app - https://www.handwrytten.com/

Sendoutcards app - https://www.sendoutcards.com/app

Blog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/

Check out the 4FP Agency services - http://digitalmarketing4fp.com/services-toggle/

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-test

https://www.crystalknows.com/book

https://www.crystalknows.com/blog/analyzing-zooms-leadership-team

Get the Chrome extension here! https://chrome.google.com/webstore/detail/crystal/nmaonghoefpmlfgaknnboiekjhfpmajh?hl=en

Thanks for listening to another Digital Marketing 4 Financial Planners episode. Check out more at http://digitalmarketing4fp.com/!