Our plans are tailored to your business and are conducted over the course of three to four months, depending on your needs. Now that you have a set foundation and an effective strategy, we work with you to implement your decisions. Whether it's a website makeover, paid traffic strategy or email marketing, we have a package to help. If you need website tweaks, small graphic design requests or are starting a new initiative, our team has the resources to help you succeed.
The 4FP process combines taking control of your online reputation including website presence, social media strategy, and integrating a next-gen CRM Active Campaign to bring lead generation in-house, being compliant for regulators, and identifying where to focus your marketing dollars in your Digital Marketing decisions. I was going around in circles and not knowing what direction to go into, what to start with, and what to work on.
You have broken the process down and you are leading me through what needs to be done in all of the steps in the process.
The 4FP process combines taking control of your online reputation including website presence, social media strategy, and integrating a next-gen CRM Active Campaign to bring lead generation in-house, being compliant for regulators, and identifying where to focus your marketing dollars in your Digital Marketing decisions. I was going around in circles and not knowing what direction to go into, what to start with, and what to work on.
You have broken the process down and you are leading me through what needs to be done in all of the steps in the process.
Services
Jake has great communication skills and a good balance of technical expertise and business acumen.
He knows how to explain complex topics to the layperson and is proactive in diagnosing and assessing problems.
I also appreciate how approachable and easy to work with he is.
You'll have examples of what you might want to do to improve on in each stage of your process.
Born and raised in the financial planning profession and trains diligently with DigitalMarketer, Billy Gene is Marketing, Lee Goff and other premiere marketing experts.
He knows how to explain complex topics to the layperson and is proactive in diagnosing and assessing problems.
I also appreciate how approachable and easy to work with he is.
You'll have examples of what you might want to do to improve on in each stage of your process.
Born and raised in the financial planning profession and trains diligently with DigitalMarketer, Billy Gene is Marketing, Lee Goff and other premiere marketing experts.
We are a digital marketing agency serving Financial Planners, Financial Advisors and Registered Investment Advisors (RIAs) market and brand their firm.
Jake started this firm because his life's passion is to help individuals have a better relationship with their personal finances by supporting the growth of your firm and the profession as a whole.
We work with fee-only independent advisors.
Most have a passion for Life Planning, Financial Planning 3.0, and exploring the deeper meanings of money with their clients.
Jake started this firm because his life's passion is to help individuals have a better relationship with their personal finances by supporting the growth of your firm and the profession as a whole.
We work with fee-only independent advisors.
Most have a passion for Life Planning, Financial Planning 3.0, and exploring the deeper meanings of money with their clients.
My Digital Marketing team needs to see things that are coming at me in my world, that I need to be aware of and that would be uniquely beneficial for me.
Whether that is software that will make scheduling easier or communicating the basic mechanics of "maintenance" and what you will be doing specifically.
I want my team to make suggestions as to what needs to be done and work with me to determine who is going to do it, when, predict expected results, and analyze expected results.
I want my marketing advisor to understand my passions with my business, and my unique perspective on money.
Whether that is software that will make scheduling easier or communicating the basic mechanics of "maintenance" and what you will be doing specifically.
I want my team to make suggestions as to what needs to be done and work with me to determine who is going to do it, when, predict expected results, and analyze expected results.
I want my marketing advisor to understand my passions with my business, and my unique perspective on money.
Create your own customized and optimized digital marketing growth plan for your firm with best-in-class digital marketing experts and strategies.
We establish your predictable system to regularly bring you prospects who are a fit for your firm.
Based on the plan that we've created, you choose from our products we will build it out for you.
Pick a couple of websites you like and our team will create a new website based on your company style and branding.
4FP has excellent design and development teams to help you create landing pages, full funnels or redesign your website.
We establish your predictable system to regularly bring you prospects who are a fit for your firm.
Based on the plan that we've created, you choose from our products we will build it out for you.
Pick a couple of websites you like and our team will create a new website based on your company style and branding.
4FP has excellent design and development teams to help you create landing pages, full funnels or redesign your website.
We think being a fiduciary is just the right thing to do, even though we are a marketing agency.
We are fiduciaries because we believe that serving our clients and audience first is required for long term success.
This is especially important because our ideal clients are fee-only RIA firms who are fiduciaries and care about the quality of life, rather than the bottom line, of their clients.
We don't want you to be concerned with poor quality or overpriced tools that don't provide effective solutions or have features that are unnecessary or, worse, un-compliant.
We are fiduciaries because we believe that serving our clients and audience first is required for long term success.
This is especially important because our ideal clients are fee-only RIA firms who are fiduciaries and care about the quality of life, rather than the bottom line, of their clients.
We don't want you to be concerned with poor quality or overpriced tools that don't provide effective solutions or have features that are unnecessary or, worse, un-compliant.
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