Welcome!

Digital Marketing 4FP, LLC is a technology firm designed to support financial professionals and Certified Financial Planners™. We offer a number of tools such as www.comconnectfilesync.com, CloudFinder and offer digital marketing advice to Certified financial Planners and Registered Investment Advisors.

We offer tools that enable financial professionals to leverage their practice management with the internet.  Our purpose is to enable financial professionals to engage, nurture and build trust with clients and prospects.

About the Author

Jake is trained as a Certified Digital Marketing Professional.

He is called to connect true financial planning professionals with their clients and prospects through effective digital marketing.

He understands the needs and concerns of the financial planning profession and the wide range of regulatory compliance needs and concerns.

Related Podcasts and Posts

Building Strong Relationships

Jake joins Jesse Gilmore on the Niche in Control podcast Building relationships is key to success in business. Jake discusses the importance of creating deep connections and avoiding desperation when it comes to sales. With a passion for financial planning, he’s excited to offer a system and technology coaching program that will help people reach

Read More

A Better Late than Never Financial Capability Month Post…

Well we did it! Our ADHD brains got a post about helping you with your Financial Capability Month content. Should we be sorry it’s “late?” Maybe. However, we’re gonna to suggest instead that you should ALWAYS be putting out content that helps your clients feel more “financially capable.” It doesn’t have to be much. You

Read More

Get my RIA firm on the first page of Google!

SEO for Financial Advisors Are you ranked on the first page of google? Have you searched for your business? What position do you currently hold? What keywords/search terms did you use? Do it! Open it in another tab and come back to this tab. Do you relate to this scenario? I’m a financial advisor with

Read More