4FP Financial Planner Client Acquisition & Marketing
Marketing for Advisors
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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

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Speak to financial planners and advisors
36+ episodes of expert-driven interviews
Collaborate within a specialized peer network
Position your brand as a marketing authority

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

HD Audio Ready
Will Promote Episode
10+
Show Appearances
FREE
Interview Cost
Currently Booking Guests

Flexible recording slots

Request to Join
Quick Response
HD Audio Ready Remote Ready Portland, Oregon, United States English Will Promote
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

✨ AI Enhanced
Video Marketing for Advisors

Help advisors use video to tell their brand story and connect with ideal clients.

Whiteboarding videos Dopamine-driven content Client engagement
Behavioral Coaching in Finance

Show how motivational interviewing and appreciative coaching improve advisor-client relationships.

Client discovery Money Quotient Coaching frameworks
Marketing to HENRYs

Explore how to attract High Earners Not Rich Yet with digital-first strategies.

Targeting HENRYs Beyond AUM Niche positioning
CRM Automation for Advisors

Break down how to avoid CRM mistakes and automate workflows for better client onboarding.

Salesforce tips CRM do's and don'ts Automation workflows
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
How to build trust through video marketing
Overcoming imposter syndrome as an advisor
Using CRM automation to streamline client onboarding
Why Trust Me
Featured guests include leading RIAs and financial coaches
Episodes cover real-world advisor challenges and solutions
Hosted by professionals with deep industry knowledge
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

Podcast Topics

✨ AI Enhanced
What You'll Talk About on This Show:
financial advisor podcast client attraction strategies digital marketing for planners RIA marketing tips financial planning podcast advisor branding

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.

Free for Podcasts
No speaking fees for podcast interviews
HD Audio Ready
Broadcast-quality audio
Episode Promotion
Will promote episodes to their audience
Flexible Schedule
Available Mon, Wed, Sat, Sun

Connect with 4FP Financial Planner Client Acquisition & Marketing

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