Custom Tools Archives | 4FP Agency (for Financial Planners)

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Custom Tools, Digital Marketing, Emotional Intelligence

What does Crystal know about your next client?

Identify the best way to approach a client, prospect or family member using the ...

CFP Practitioner, Custom Tools, Customer Journey, Tech tools

E08 | Using Technology to be a better CFP®

Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses ...

CFP Practitioner, Custom Tools, Customer Journey, Subscription, twitter

E02 | John Buerger finds clients on Twitter (part 1)

John Buerger is the principal of ALTUS Wealth, a fee-only firm based out of ...

Custom Tools, Digital Marketing, Email Marketing, Tech tools, Writings

Welcome to Digital Marketing 4FP

Welcome!Digital Marketing 4FP, LLC is a technology firm designed to support financial professionals and ...