Our clients call us Client Attraction Whisperers.
We are more than marketers or digital marketers.
We address the whole client life cycle and are uniquely aware of the wealth manager and financial planning profession and culture.
As a DigitalMarketer Certified Partner, we use proven systems that calibrate and monitor the health of your Client Journey. You will cultivate the relationships that are most likely to create prospects and referrals.
Our proven process ensures that you have a clear path for your from your ideal client to your front door.
Our Growth Triad strategy uses tools, analytic data, and a documentation process that naturally highlights and prioritizes the best answers for you and your team.
Our Consulting Process
01.
Your Breakthrough Session
Meet with a member of the 4FP team for a free session to uncover the bottlenecks in your client acquisition process.
We will audit and assess your current Client Acquisition Engine and marketing process.
Over the session you will receive a comprehensive assessment of what is working well, and what isn't in your client acquisition process.
02.
Build Your System
The Devoted Client Attraction Method trains individual and teams of financial planners in an 8 module program.
With weekly Q&A sessions and private coaching sessions, RIAs use this program to create a metric driven process that attracts ideal clients to their firm.
We will guide you through documenting a deeper understanding of your ideal client, how they find you and establish a metric driven system to keep you and your team on track by getting ahead of any issues.
03.
Stay on Track
After you have implemented your Client Acquisition Engine, we are still here as your support team.
We keep our clients on track with their plan and have monthly check in calls available.
By tracking the health of your acquisition process we identify what is working, and what isn't to get ahead of any problems before they impact your lead flow.
We use facilitated exercises that give you the right information to weigh your priorities and choose the right next steps to build your business.
Have you been burned by "marketers?" who have one specific approach and can't see the bigger picture? I'm talking about agencies who sing the praises about how their Magic Answer will bring an endless string of clients to your front door, and you never see the results?
That's not us.
Our consulting process incorporates your total client life cycle. From your ideal prospect finding you, all the way to your referral marketing strategy.
Our process gives our clients a high level view of the health of their business. Our facilitated processes give them confidence in their decisions.
Our all-in-one marketing platform connects your entire digital presence into one central hub.
We support RIAs with a proven process that leverages tools and techniques based on the science of how we build closer personal relationships and apply it to growing your business.
Places you'll Find Us
Some Places You
Might See Us
Our Other Services
Local Service Ad Management
List your company listed above organic search, maps and even sponsored posts in Google?
You are vetted through background checks and are identified as "Google Screened" while showing up above even the sponsored results. We will review any calls you receive and dispute unqualified leads without taking time out of your work week.
You only pay for results and you only pay for qualified calls.
Don't Pay Till You Rank SEO Program
The name says it all.
After we set you up, you don't pay a dime until you are seeing results and have the keywords that you choose ranking on the front page of Google.
We will manage it all for you, on-site, off-site, directory and linking are all managed by a team that does nothing other than help you get on the first page of google search results.
4FP High Level
High Level is one of the most advanced marketing hubs on the market.
We have packaged Go High Level with everything that you need. Besides an amazing platform, we include concierge onboarding and 24/7 support available on every page.
You will have the resources and team to meet and exceed your goals.
ComConnect File Sync
ComConnect File Sync is a FINRA Rule 17a-3 & 17a-4 compliant backup and file sync solution that we resell to financial professionals.
The system is easy to use with most of the action happening in the background. As soon as a file is synced, it is both stored and separately backed up in your private cloud.
You'll never lose a file again and you will be on the same page with all your files with your coworkers. Regulators love the granular details of the system. You'll love the time it saves you every week.
Testimonials
Today’s Digital Marketing is far more complex than even a few years ago. Jake has a unique understanding of an integrated digital marketing strategy should look like.
The 4FP process combines taking control of your online reputation including website presence, social media strategy, and integrating a next-gen CRM to bring lead generation in-house, being compliant for regulators, and identifying where to focus your marketing dollars in your Digital Marketing decisions.
Jason B. Ball, - CFP®, ChFC®, CLU®
Jake created the space and direction I needed to elevate my brand and business development. He listened, brought enthusiasm, ideas, and maybe most important, asked the right questions. He is always dedicated to making sure his vision and efforts on my behalf are aligned with my own vision and purpose.
Elizabeth Jetton - CFP®, Coach, Planner & Thought Leader
Are you ready for what's next?
We have a variety of ways for us to support your RIA's growth ranging from our free resources and live trainings to us being your Fractional Chief Marketing Officer. The 4FP Agency is preparred support the growth of your firm.
Get started today!
We provide Fractional Chief Marketing Officer services to Financial Planners, RIAs, Wealth Mangers, Certified Financial Planner™ Professionals with our proven system using tools, documentation and measuring your marketing process to create a Growth Triad that is effectively a self correcting marketing Operating System.
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CONTACT
633 NE 61st Ave
Portland, OR 97213