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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
E26 | Video Speaks the Story of Your Brand
42m · Published
Idea Decanter shares how video marketing allows RIAs to showcase their personalities as well as your firm's passion and purpose. Show notes: 2:30 What should my videos be about? 3:30 Leveling up from the written word 4:45 Bringing your authentic POV to your audience 7:50 Onboarding new clients with an Airplane Video from the team at Center for Financial Planning 10:45 Laura attempts hard math (don’t judge) 11:40 Pre-shoot jitters and fixes in post-production 14:45 Do I need to know how to produce a video? (it’s no mystery) 16:30 Sharon talks about the video “gateway drug” 19:00 Getting real (this one’s about you, Doug) 21:45 The MOST IMPORTANT step that so many people skip 26:40 What you could be doing with video on Facebook that you didn’t even know about (Sharon talks pixels!) 30:45 Taking your bio to the big screen 32:15 When your video needs a refresh 35:00 Jake talks about “exposing yourself” 37:00 How to get started — even if it’s DIY 39:30 A little something special for the listeners! #freebie
E25 | White boarding videos, dopamine and your clients
28m · Published
Why are whiteboarding videos so engaging? Jill Addison gives us a look into the effectiveness of using this video marketing strategy your clients and prospects. Do you want a suite of videos to share with your clients? If so, get inside the FA Client Machine: https://fz203.isrefer.com/go/jw3/JacobWagner/ BONUS: Click here to schedule your complimentary 15-minute Video Marketing Strategy Session: http://www.scheduleyou.in/ELJh3eUIHh
E24 | Finding Clients and Watching Video Games
35m · Published
Galen has found a treasure trove of financial clients in one of his personal passions, video games. There are a number of ways that video game enthusiast might find themselves needing a financial planner. He's been there to help. Show Notes: 1:27 Galen introduces his firm 2:19 What is Twitch™? 5:04 What does Twitch™ have to do with finance? 10:51 How do you find clients through Twitch™? 12:13 Twitch™ streamers are looking for more than just financial planning 15:26 The challenges of finding clients in this niche 21:58 Galen talks student loan initiatives 26:31 How Galen's marketing is moving his firm forward. 31:38 Galen gives advice to other planners
E23 | What it means to be a credible authority
53m · Published
E23 | What it means to be a credible authority by Digital Marketing 4FP
E22 | Off Time Management (part 2)
22m · Published
How do you recharge from working? How do you keep your mental peace? In this episode Sophia shares the ways that she helps keep peak performance through letting the quiet moments support the clarity of her mind.
E21 | Moving Beyond AUM and finding HENRYs (part 1)
36m · Published
The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they? Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.
E20 | How a Business Coach helps you overcome Imposter Syndrome
38m · Published
E20 | How a Business Coach helps you overcome Imposter Syndrome by Digital Marketing 4FP
E19 | What is your Digital Presence?
39m · Published
Sameer Somal joins the show to talk about one of my favorite topics. Online Reputation Management and your Digital Presence. How do you make the right digital impression?
E18 | Rianka started her RIA to do more
35m · Published
Rianka joins the show and shares details about what it was like to start Your Greatest Contribution. She shares great tips on what to do, and what to avoid, when starting out.
E17 | 5 Steps To Effective Writing
30m · Published
Take your writing from good to great! This episode will help you compartmentalize your writing process. It will show you how to get started and not just stare at a blank screen.
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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