Step 1. Schedule Your (free) Alignment Check
Get an assessment of your current marketing process ($250 value).
In this free session you will leave with a clear understanding of your current client acquisition process, including your strengths and weaknesses.
We will spend most of the meeting focused on you, how clients find you, and the strength of your client acquisition processes. We'll explore what is working, and what isn't, in your marketing process and client acquisition strategy.
You'll leave knowing what parts of your Client Acquisition System is working well, and what needs to be fixed.
If it feels like our program will help your firm we will share how the Devoted Client Attraction Method works, and how the Growth Triad makes it easy to identify and correct issues in your process before a problem affects your bottom line.
By the time you leave the session you will know how we put you on the path to double your pipeline in 90 days.
We have access to a wide range of freelancers and marketing professionals to support you as you implement your plan. We will direct you to the best people in the industry, so you don't spend time away from your clients.
We will hold you and your team accountable as we deploy your plan.
The Devoted Client Attraction Method is a proven process based on our exclusive IP as DigitalMarketer Certified Partners that attracts clients who will receive the most value from your services and creates a great referral strategy.
Our strategies are based on the science of human intimacy because all business is human to human (H2H).
Step 2. Build your Client Acquisition System
Over the course of 8-12 weeks, we will create the Client Acquisition Engine for you and your team.
We will start with a game plan.
We work with you to document and identify how your best clients have found you, and identify the path that your best clients (with metrics) took to find you, so you can predictably and reliably magnetize them to your firm and create know, like and trust.
This builds into you creating a great client experience that is the basis of your referral marketing strategy and referral brochure.
We do this by identifying more than the demographics and dive into the psychographics of your ideal client and the real transformation that you make in their life.
Then we build Your Client Value Journey and identify the unique way to optimize and measure the health of your funnel, while identifying growth opportunities.
At the end of the program we will review how these opportunities align with your next 90 day game plan.
We use proven facilitation frameworks from our Certified Partner, DigitalMarketer, to create a self-correcting Client Acquisition System.
Step 3. Deploy your Client Acquisition System
After 8-12 weeks you will have created your Client Acquisition Engine.
Now that that your Client Acquisition system is ready, it's time to put it into action. We will help you accelerate your system and incorporate referral marketing strategies.
This will set you up to know how to speak to your prospect at each point along their client journey, from prospects, to clients to being great referral partners. We will customize this phase of the process to maximize your growth and help you continue to build the firm of your dreams.
After you have an active Client Acquisition System we have additional tools, techniques and strategies for those firms that want to continue to work with us.
What our clients say
You have such valuable knowledge that is industry-specific... Your knowledge base is tremendous.
I want you to know that I appreciate this help. I was always that dreamer kid who spent lots of time alone by choice. Talking analytically about myself is difficult. It’s not about feelings or intuition and I grew up in the land of judgement.
Painting and sculpture were my refuges in a wonderful but difficult childhood. I can assure you that I never dreamed of being a princess so there are a couple of things that have a great impact on me; “ To whom much is given, much is expected” and “Never confuse good fortune with worthiness." "Know thyself" is also a big favorite. You have to lead me back because thinking about this raises my anxiety.
Sheri Conklin
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. I don't know why I've struggled so much because you're making this seem very simple and easy. And I'm absolutely enjoying the process, I love working with you, and I love the ideas that we've come up with. So, I am extremely happy and can't wait to see what we end up with on the final product.
In ‘Good to Great’, Jim Collins touts the benefits of “Getting the right people on the bus in the right seats”. With a shared vision and mission, I have been fortunate to get Jake on my bus and in the right seat of “digital marketing maestro” (his given title by me) in our organizations. The digital world is vast and I deeply appreciate Jake’s guidance as we course through this new, amazing, and opportunistic terrain.
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.
Digital Marketing for Financial Planners are the digital-presence gurus. They deeply understand the paths potential clients take on their journey toward connecting with you directly. More importantly, they're fluent in the ways you can put your best message forward with those potential clients every step of the way. For advisors who understand the importance of owning their digital footprint and know they can’t manage it alone, this is the go-to team.
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.
Jake's intimate knowledge of the Financial Planning profession makes it easy to be on the same page regarding my firm's vision and purpose. The 4FP Agency approach mirrors the planning process in that our conversations are always oriented around discovery and resourcefulness to come to solutions. His dedication to anchoring engagement strategy to who my ideal client is and how to best serve them is a good counterbalance to any business owner who has a tendency to get lost in the weeds of business operations and serving clients.
Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our client's to have a healthy relationship with their money.
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.
Jake has always been there for the critical times. Both with the advice and helping me with what I need.
This isn’t a guy who will come in and tell you, "this is what is best." He will find the solution that you truly need. What he does is educate you. I’ve never been more comfortable with baring my process than with Jake and the 4FP team.