Free online lessons and exercises to help you establish your ideal client and attract great prospects to your firm:
- How To videos
- Master classes
- High Level Exercises
- CFP® CE Programs
Learn about the Devoted Client Attraction Method and how we help advisors:
- Magnetize Your Ideal Clients
- Clear the path
- Measure What Matters
- Use your best to refer
Learn about the 4FP High Level software. This business management suite has every feature to nurture your audience:
- Pre-built
- Concierge Onboarding
- 24/7 Support
- AI Voice and Chat Agents
With our Search Titan suite we have four solutions that make you #1 in search to get your prospects to find you in Google.
- LSA Ad Management
- Google PPC ad management
- Near Me for Advisors
- The Don't Pay Till You Rank SEO program
Free Courses
Learning center:
The Devoted Client Attraction Method
Consulting:
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.
4FP High Level
Software:
Email marketing is only one component of this system.
High Level is one of the most advanced marketing hubs on the market. It comes prebuilt and tailored to your firm. This business management suite has every tool to nurture your prospects, clients and Centers of Influence (COI).
Setup includes concierge onboarding to configure your website, phone, social media, calendar and other features. No need to spend thousands paying freelancers.
Our team does it for you and can build anything asset you want.
ComConnect File Sync
Software:
ComConnect File Sync is a FINRA Rule 17a-3 & 17a-4 compliant backup and file sync solution. Use this system to retain records compliantly and protect your work files.
The system is easy to use. As soon as a file is synced, it is both stored locally and is separately backed up in your private cloud.
You'll never lose a file again with our 5x types of data backup and protection. You will be on the same page with all your files with your coworkers. Regulators love the granular details of the platform. You'll love the time it saves you every week.
Places you'll Find Us
Some Places You
Might See Us
Rank #1 on Google & other Search Engines
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.
Managed PPC Click Google Ads
Get in front of your prospects with Pay Per Click Ads. Create Awareness of your brand before your prospect sees organic search results.
Near Me for Financial Advisors
When someone had a life changing event and figure out that they need a financial planner one of the first things they do is search "Financial Planner Near Me."
We will ensure that your firm is at the top.
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.
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
Have you been burned by "marketers?"
By that, we mean marketers who have one specific approach and don't/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.
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