4FP Financial Planner Client Acquisition & Marketing

4FP Financial Planner Client Acquisition & Marketing

Unlocking Success: Marketing Strategies for Financial Planners

Portland, Oregon, United States and speaks English

Available for in Remote Formats

We help financial planners enhance client acquisition and marketing strategies.

Target audience: Certified Financial Planner™ Practitioners and other Financial Professionals seeking marketing and ideal client acquisition insights.
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Interests
EntrepreneurshipInvestingMarketing
About 4FP Financial Planner Client Acquisition & Marketing

We share the best client attraction and marketing techniques for financial professionals.

Past episodes
S2 E10 | Repurposing Content with Dennis Yu
December 6, 2021
S2 E09 | Be on the winning side of the interest rate
September 1, 2021
S2 E08 | College Planning and Funding Advice
May 19, 2021
S2 E07 | Communicate more clearly with your clients
April 14, 2021
S2 E06 | What is your Money Quotient?
February 12, 2021
S02 E05 | A Community of Paraplanners
December 9, 2020
S2 E04 | Appreciative Coaching with Jody Jacobson
October 29, 2020
S2 E03 | Deeper Answers with Motivational Interviewing
September 21, 2020
S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
July 9, 2020
S2 E01 | What does Crystal Know about your next client?
May 12, 2020
My Availablity

Monday, Wednesday, Saturday, Sunday from 10am to 5pm America/Los_Angeles

Interview & Promotion
  • Guest Form
  • Pre-Interview Call
  • Share Episodes
  • Email Subscribers
My Target Audience

We help financial planners enhance client acquisition and marketing strategies.

Target audience: Certified Financial Planner™ Practitioners and other Financial Professionals seeking marketing and ideal client acquisition insights.

Why Join?

1. Niche audience: Reach financial professionals seeking client attraction and digital marketing techniques.
2. Expert showcase: Share insights with like-minded industry experts to establish credibility.
3. Networking opportunity: Connect with peers and potential collaborators within the financial planning field.
4. Thought leadership: Position yourself as a knowledgeable resource by contributing to discussions on industry trends.
5. Brand exposure: Increase visibility among a targeted audience interested in marketing strategies for financial planners.