Time to Take your Digital Presence to the Next Level? 

Join our ORM | Foundations Group Classes

Kennedy Financial Planning President
Rebecca Kennedy, CFP®


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.

The Growth Triad

We'll explain the  3 things in your business to make it grow smoothly and profitably.

Documented Journey

A pathway to lead your ideal client to your door

Actionable Metrics

Measure success for each point in the value journey

Tools and Tactics

Use tools and tactics to realize insight and identify next steps

What You’ll Get During your 

ORM | Foundations Group Course

Over 6 hours, we will go over who your ideal client is, their internal drivers and how to position yourself to attract your ideal client.

Style and Swagger Upgrade

What is your brand?
Is it your logo? What people see about you online?

Their internal perception of what you are, do and represent?

In this session we'll discover your brand's colors, fonts, and most importantly mission, vision, purpose, and core philosophy.

Customer Avatar Canvas

Whether you are considering what to talk about for your next blog post, posting something on Facebook, finding new people to target with ads or considering the value that you provide prospects on their journey to become clients, you will be able to do an infinitely better job by having an ideal client persona.

Core Message Canvas

In this portion we'll help you discover and fine tune your core message you want prospects and clients to get from you. 

Customer Value Journey

It's important to have a documented journey that you can track clients going through.

In this portion of the class we'll start to help you build one.

Digital Presence Analysis

Strengths and weaknesses analysis of your website, social media accounts, opt in process and overall digital presence.

Leave knowing what parts of your digital presence are great and what needs to be improved.

The What You Didn't Know About Analytics Upgrade

We will set up your analytics for you.
We want you to be able to track what’s working and what’s not.
As part of your plan we want to include setting up scripts on your site.

Jake Wagner, CDMP


About Jake Wagner, CDMP

Born and raised in the financial planning profession and trains diligently with DigitalMarketer, Billy Gene is Marketing, Lee Goff and other premiere marketing experts.

We bring a fiduciary ethic and passion to the profession with our work.  We also bring some of the most effective strategies to grow your business.

You will leave this session with a better grasp of your marketing process and whom you are attracting.

Why They Recommend Joining this Introductory Course

Russel Kroeger cfp ea circle headshot
Russell Kroeger, CFP®, EA


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.

Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our clients to have a healthy relationship with their money.

wealth by design wealth done differently

Danielle Howard, CFP®, CKA®

Financial Planner, speaker and educator

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.

What Are You Waiting For? Let’s Improve your digital presence!