Our Consulting Services

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.