The Ultimate Essential

Digital Marketing Guide

for Registered Investment Advisors & Financial Planners

Why This Guide is a Must-Have for RIAs, CFP® Pros and other financial professionals: 

✅ Designed for Financial Planners – No generic fluff—just practical, step by step instructions, and field-tested strategies for RIAs.

✅ Tactical & Actionable – Step-by-step guidance with real examples so you can implement immediately.

✅ Created by Industry Experts – Written by the 4FP Agency, a strategic growth agency that helps CFP® professionals attract more ideal clients.

✅ Completely Free – No catch, just pure value designed to help you build a thriving, future-ready firm.

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Our guide breaks down digital marketing and Client Acquisition Strategy in plain language, making it is easy to create an enticing and professional experience for your prospects and clients. 

Step by Step Instructions How To

What you need to know for SEO.

Best ways to leverage Email marketing.  

Setup all your business profiles correctly.

Identify the right lead magnet.

Get the guide today


What You’ll Learn:

✔ Optimize Your Digital Presence – Ensure your firm shows up where your ideal clients are searching, from Google to LinkedIn and beyond.

✔ Build a High-Converting Website – Implement must-have website elements that turn visitors into booked meetings.

✔ Master SEO for Financial Planners – Get found online by the right clients without paying for ads.

✔ Create Lead-Generating Funnels – Set up an automated system that nurtures prospects and warms them up before your first conversation.

✔ Leverage Email Marketing & Automation – Stay top of mind and build relationships with potential clients on autopilot.

✔ Use Paid Traffic the Right Way – Avoid wasted ad spend with proven digital ad strategies that work for RIAs.

We created this guide to support busy financial professionals.

When you open the guide you will find detailed instructions and explanations for 9 different areas that you should include in your marketing plan. 

  • How to use email marketing to engage your clients and prospects
  • How to claim your Google Business and other listings 
  • How to setup Facebook
  • Getting started with purchasing ads and boosting posts

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