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Digital Marketing 4FP (for Certified Financial Planner Professionals)
by Digital Marketing 4FPWe share the best digital marketing techniques for Financial Planners.
Copyright: All rights reserved
Episodes
S2 E10 | Repurposing Content with Dennis Yu
39m · Published
In this episode, Dennis Yu from Blitz Metrics, talks about how to bridge the gap between businesses and digital content creation to drive leads and make an impact on analytic tools such as SEO ranks, Google, and My business. Blog Post: https://digitalmarketing4fp.com//2021/12/06/making-video-content-easy
S2 E09 | Be on the winning side of the interest rate
35m · Published
Are you using (or considering using) a line of credit? CashMap has some fresh ideas you've probably NEVER thought of before :) Read the Full Blog post: https://digitalmarketing4fp.com/2021/08/25/a-different-way-of-looking-at-a-line-of-credit
S2 E08 | College Planning and Funding Advice
32m · Published
In this episode of The 4FP Podcast Jake talks to College Aid Pro co-Founder, Joe Messinger about changing how we plan for college. Listen in to hear how you can go from "we'll figure it out" to "let's figure it out together." Full Blog Post > https://digitalmarketing4fp.com/2021/05/19/college-planning-and-funding-advice-with-joe-messinger Resources > https://collegeaidpro.com/college-money-report/
S2 E07 | Communicate more clearly with your clients
45m · Published
In today's episode Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends. Check out the full blog post here: https://digitalmarketing4fp.com/2021/04/14/communicate-more-clearly-with-your-clients/
S2 E06 | What is your Money Quotient?
35m · Published
Amy and Jake talk about the in-depth discovery process (using "the 5 Es") that makes Money Quotient training and partnerships different from the rest. If you're a financial advisor, you should learn Money Quotient's "5 Es." It might give your client's more value. Check out their training here: https://www.moneyquotient.com/events/2021-02-22-ftwp/ Check out the blog post here: https://digitalmarketing4fp.com/2021/02/12/what-is-money-quotient/
S02 E05 | A Community of Paraplanners
38m · Published
Simply Paraplanner is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the work environment that fits their lifestyle. Simply put, they connect financial advisors with virtual paraplanners to help advisors expand their business, not their office. Learn more > https://4fp.agency/paraplanner
S2 E04 | Appreciative Coaching with Jody Jacobson
51m · Published
In this episode, I talk with Jody Jacobson at the Human Institute about finding your ideal prospects from an appreciative integral strengths-based approach. Find the full post here: https://4fp.agency/appreciativecoaching
S2 E03 | Deeper Answers with Motivational Interviewing
47m · Published
Learn how to connect with your clients and prospects better with this useful skill. In this episode, Jake learns how to be a better interviewer by talking with Joseph Kuo about Motivational Interviewing. Check out the blog post here: https://digitalmarketing4fp.com/2020/09/22/s2-e03-deeper-answers-with-motivational-interviewing
S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
38m · Published
Oliver and Jake talk about CRM best practices for you and how you manage your prospects. Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence available to a firm's leadership team. Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort. Handwrytten app - https://www.handwrytten.com/ Sendoutcards app - https://www.sendoutcards.com/app Blog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/ Check out the 4FP Agency services - http://digitalmarketing4fp.com/services-toggle/
S2 E01 | What does Crystal Know about your next client?
37m · Published
People DON'T want to be treated the way you want to be treated. Find out more about DISC personalities and how to communicate better with people with these resources from our guest Crystal Knows. https://www.crystalknows.com/disc-personality-test https://www.crystalknows.com/book https://www.crystalknows.com/blog/analyzing-zooms-leadership-team Get the Chrome extension here! https://chrome.google.com/webstore/detail/crystal/nmaonghoefpmlfgaknnboiekjhfpmajh?hl=en Thanks for listening to another Digital Marketing 4 Financial Planners episode. Check out more at http://digitalmarketing4fp.com/!
Digital Marketing 4FP (for Certified Financial Planner Professionals) has 36 episodes in total of non- explicit content. Total playtime is 19:34:36. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on March 24th, 2024 21:22.
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