4FP Financial Planner Client Acquisition & Marketing
Unlocking Success: Marketing Strategies for Financial Planners
4FP Financial Planner Client Acquisition & Marketing
Unlocking Success: Marketing Strategies for Financial Planners
About 4FP Financial Planner Client Acquisition & Marketing
Unlocking Success: Marketing Strategies for Financial Planners
We share the best client attraction and marketing techniques for financial professionals.
Why Join 4FP Financial Planner Client Acquisition & Marketing as a Guest
Financial Advisor Audience
You reach financial planners, RIAs, and paraplanners looking for real-world marketing and practice growth advice.
Expert-to-Expert Interviews
You'll join a focused, professional conversation with hosts who understand the nuances of financial advising.
Proven Guest Track Record
You'll be featured alongside respected names like Rianka Dorsainvil and Eric Roberge, boosting your credibility.
Apple & Podcast Platforms
Your episode will be distributed across major podcast apps, giving your message wide reach in the financial space.
Episode Angles & Guest Pitches
Video Marketing for Advisors
Help advisors use video to tell their brand story and connect with ideal clients.
Behavioral Coaching in Finance
Show how motivational interviewing and appreciative coaching improve advisor-client relationships.
Marketing to HENRYs
Explore how to attract High Earners Not Rich Yet with digital-first strategies.
CRM Automation for Advisors
Break down how to avoid CRM mistakes and automate workflows for better client onboarding.
How You'd Contribute to the Show
Audience Takeaways
Listeners gain actionable strategies to grow their client base and refine their marketing approach.
Hot Topics
Why Trust Me
The Ideal Guest
You're a great fit if you advise financial professionals, coach RIAs, create marketing tools for planners, or speak on advisor branding, client psychology, or digital outreach.
Recent Episodes
S2 E10 | Repurposing Content with Dennis Yu
4FP Financial Planner Client Acquisition & Marketing • Dec 6, 2021
S2 E09 | Be on the winning side of the interest rate
4FP Financial Planner Client Acquisition & Marketing • Sep 1, 2021
S2 E08 | College Planning and Funding Advice
4FP Financial Planner Client Acquisition & Marketing • May 19, 2021
S2 E07 | Communicate more clearly with your clients
4FP Financial Planner Client Acquisition & Marketing • Apr 14, 2021
S2 E06 | What is your Money Quotient?
4FP Financial Planner Client Acquisition & Marketing • Feb 12, 2021
S02 E05 | A Community of Paraplanners
4FP Financial Planner Client Acquisition & Marketing • Dec 9, 2020
S2 E04 | Appreciative Coaching with Jody Jacobson
4FP Financial Planner Client Acquisition & Marketing • Oct 29, 2020
S2 E03 | Deeper Answers with Motivational Interviewing
4FP Financial Planner Client Acquisition & Marketing • Sep 21, 2020
S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
4FP Financial Planner Client Acquisition & Marketing • Jul 9, 2020
S2 E01 | What does Crystal Know about your next client?
4FP Financial Planner Client Acquisition & Marketing • May 12, 2020
E26 | Video Speaks the Story of Your Brand
4FP Financial Planner Client Acquisition & Marketing • Jun 6, 2018
E25 | White boarding videos, dopamine and your clients
4FP Financial Planner Client Acquisition & Marketing • May 16, 2018
E24 | Finding Clients and Watching Video Games
4FP Financial Planner Client Acquisition & Marketing • Feb 22, 2018
E23 | What it means to be a credible authority
4FP Financial Planner Client Acquisition & Marketing • Jan 10, 2018
E22 | Off Time Management (part 2)
4FP Financial Planner Client Acquisition & Marketing • Nov 15, 2017
E21 | Moving Beyond AUM and finding HENRYs (part 1)
4FP Financial Planner Client Acquisition & Marketing • Nov 8, 2017
E20 | How a Business Coach helps you overcome Imposter Syndrome
4FP Financial Planner Client Acquisition & Marketing • Oct 10, 2017
E19 | What is your Digital Presence?
4FP Financial Planner Client Acquisition & Marketing • Sep 27, 2017
E18 | Rianka started her RIA to do more
4FP Financial Planner Client Acquisition & Marketing • Aug 9, 2017
E17 | 5 Steps To Effective Writing
4FP Financial Planner Client Acquisition & Marketing • Jun 21, 2017
E16 | Podcasting for Financial Planners
4FP Financial Planner Client Acquisition & Marketing • May 25, 2017
E15 | A Prospect Will Qualify Themselves, If You Ask
4FP Financial Planner Client Acquisition & Marketing • Apr 19, 2017
E14 | Learning to be a Smart Financial Planner from Holland
4FP Financial Planner Client Acquisition & Marketing • Mar 21, 2017
E13 | It’s all about the niche
4FP Financial Planner Client Acquisition & Marketing • Jan 25, 2017
E12 | How to Hire Interns from Universities
4FP Financial Planner Client Acquisition & Marketing • Dec 15, 2016
E11 | Why Study Groups are important for professionals
4FP Financial Planner Client Acquisition & Marketing • Nov 21, 2016
E10 | CFP® Succession in Texas
4FP Financial Planner Client Acquisition & Marketing • Nov 3, 2016
E09 | Kate Holmes takes her practice around the world
4FP Financial Planner Client Acquisition & Marketing • Oct 13, 2016
E08 | Using Technology to be a better CFP®
4FP Financial Planner Client Acquisition & Marketing • Sep 21, 2016
E07 | How one CFP® works with the press (part 2)
4FP Financial Planner Client Acquisition & Marketing • Aug 31, 2016
E06 | Eric Roberge on working with the press (part 1)
4FP Financial Planner Client Acquisition & Marketing • Aug 11, 2016
E05 | Cultivating the client experience with technology
4FP Financial Planner Client Acquisition & Marketing • Jul 27, 2016
E04 | Derek R Lawson on launching his website
4FP Financial Planner Client Acquisition & Marketing • Jul 11, 2016
E03 | Raquel Hinman shares about her social media manager
4FP Financial Planner Client Acquisition & Marketing • Jun 16, 2016
E02 | John Buerger talks about Twitter (part 1)
4FP Financial Planner Client Acquisition & Marketing • May 25, 2016
E01 | Matt Becker on his eCourses
4FP Financial Planner Client Acquisition & Marketing • May 25, 2016
Podcast Topics
What You'll Talk About on This Show:
Social Media
Be Our Next Guest
We're booking guests to discuss financial advisor podcast, client attraction strategies, digital marketing for planners. Remote recordings, Available Mon, Wed, Sat, Sun. If you bring practical stories and clear takeaways, let's talk.
No speaking fees for podcast interviews
Broadcast-quality audio
Will promote episodes to their audience
Available Mon, Wed, Sat, Sun
Connect with 4FP Financial Planner Client Acquisition & Marketing
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