Jacob Wagner
Helping financial professionals attract the people who need them most
Male from Portland, Oregon, United states and speaks EnglishAvailable for Collaboration, Interviews in Remote Formats
Financial planners and other financial professionals, as well as the larger entrepreneurial audience
Interests
About Jacob Wagner
Leader in the marketing community and member of the Traffic and Conversion Summit Advisory Council.
He has worked for numerous RIA's and attended industry conferences since 2002.
Integral thinker who worked for Ken Wilber’s Integral Institute and trained in Spiral Dynamics.
Produced the book Financial Planning 3.0, with the father of Financial Life Planning.
Jake has been working with online compliance since 2008 and understands a wide array of compliance environments.
My Availablity
Monday, Tuesday, Friday from 10am to 5pm America/Los_Angeles
Interview & Promotion
- Guest Form
- Pre-Interview Call
- Share Episodes
- Email Subscribers
My Target Audience
Financial planners and other financial professionals, as well as the larger entrepreneurial audience
Why Invite me?
I've been the guest on numerous podcasts and produced my own. I have a lot of experience in entrepreneurship, startups, the history of financial planning, and the role that money plays in our lives. When I bring out my marketing knowledge it is based on my work as a Digital Marketer Certified Partner and the Certified Digital Marketing Professional designation. I focus on client attraction and referral marketing with my clients.