How your Digital Presence affects you clients, prospects and Financial Planning 3.0

This speech was developed for the 2019 FPA Retreat in La Jolla, California.  Jake takes you on a journey that dives into your prospect's process to become a client.  

He shares how your digital presence can amplify your message.  Bringing your thought leadership to a broader audience and simultaneously magnetizing your ideal client to your practice.  He elaborates the use of  the ideal client approach and creating a strategy to cultivate and sculpt your digital presence. 

By having an ideal prospect journey you will enable your ideal prospect to have their objections and needs met during each of the three stages they go through to become your client.

This approach provides a collateral benefit of raising awareness of the CFP® marks through the collective impact of the financial planning community.


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.

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