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.

Topics Discussed on 4FP Financial Planner Client Acquisition & Marketing

EntrepreneurshipInvestingMarketing

About 4FP Financial Planner Client Acquisition & Marketing

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

Recent Episodes from 4FP Financial Planner Client Acquisition & Marketing

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

Guest Interview Availability & Booking Times

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

How We Interview & Promote Our Guests

  • Guest Form
  • Pre-Interview Call
  • Share Episodes
  • Email Subscribers

Who Listens to 4FP Financial Planner Client Acquisition & Marketing

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 Be a Guest on 4FP Financial Planner Client Acquisition & Marketing

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.