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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.
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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.
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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.
Mike was an early graduate of the Devoted Client Attraction Method. He had a ton of "to-dos" for his client acquisition system, but the steps didn't connect to his greater plan.
He now knows what he wants to achieve when he attends an in-person networking meeting. He knows how to build his rapport with an acquaintance.
He was able to set reasonable targets for his networking goals and connect his prospecting time to how he introduces his work to a prospect.
The prospects who reach out to him today have context. They understand how his goal of being a financial life planner will change their day to day lives.
The prospects that reached out to her were ideal clients who appreciated the impact of her financial planning skills and their increased financial literacy.
Steve and Mel came to us because they were growing but not how they wanted.
Their clients weren't ideal. They were doing a lot of bespoke work, not getting the clients they wanted and feeling stuck.
Within a few months, they were able to identify and acquire a firm in their area and had their client base grow significantly!
Fast forward to today and they are acquiring another firm and they have the practice they want.
By knowing their sweet spot and who got the most out of their work they were able to focus their message and attract clients who needed what they do best.
High client retention with a better ideal client who is going to get a ton of value by working with them.
Danielle was a long term client when we started building Client Acquisition Engines for all of our clients.
She had been stuck. People weren't buying her new book. Not acquiring clients, much less ones she felt were a great fit. Within a few months of having a system, everything shifted.
With a plan she and her team knew where they wanted to focus their brand message and what to say to attract their ideal clients.
After years of being stuck with stagnant growth, everything changed.
By unlocking their road blocks they were able to bring on a number of ideal clients.
They had been stuck, their prospects had not been moving forward.
After having a plan and updating their messaging it became apparent that a number of those prospects were waiting to become a client.
With consistent growth and happy clients their firm was able to get to close to capacity with more ideal clients.
Sheri person came to us wanting to expand her financial planning firm with a money coaching business that complimented her financial planning business.
She identified the most important money skills that she wanted to teach her coaching clients and what types of clients she wanted to add to her planning practice.
Focused conversations with specific deliverables.
Her queue of clients expanded dramatically enough that she needed to hire an associate advisor.
Her clients know not just how she will support them. They also have improved financial literacy and more productive client meetings.
The prospects that reached out to her were ideal clients who appreciated the impact of her financial planning skills and their increased financial literacy.
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633 NE 61st Ave
Portland, OR 97213