Who We Serve
Financial professionals that work with us are supported and guided through a proven process based on our partnership with DigitalMarketer that helps replicate their best clients and create predictable growth and cultivate prospect acquisition and referral strategies.
We work with fee-only independent advisors. Most have a passion for Life Planning, and maybe Finology or Financial Planning 3.0. We like working with wealth managers and financial planners who explore the deeper meanings of money with their clients.
We help financial planners and Registered Investment Advisors sculpt their digital presence by using the newest and best in class digital marketing strategies.
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Who we are
We are marketing consultants serving Financial Planners, Financial Advisors, Wealth Managers and Registered Investment Advisors (RIAs).
We help firms attract great clients that stay with you for decades.
Firms that work with us leave with a client acquisition system that is a metric-driven way to magnetize your best clients.
This means you have a self correcting system that creates scalable growth.
Why Jake Started the 4FP Agency
Jake's first job out of college was working with an RIA in central Chicago. He has worked for numerous RIA's and attended industry conferences since 2002.
Jake Wagner began this firm because of his life's passion to help individuals have a better relationship with their personal finances. 4FP's mission is to support the CFP® Profession.
Jake has been working with online compliance since 2008 and understand a wide array of compliance environments. Whether your RIA is Registered with the SEC or the State, we get the complexity of your compliance situation and have processes to work with it.
Our Devoted Client Attraction Method clients have a self-correcting Client Attraction Engine that guides our them to consistent and scalable growth.
Our methodology maximizes your team’s resources through a proven business consulting process based on the proprietary IP shared exclusively with DigitalMarketer Certified Partners. We identify the wants and fears of your ideal client and create a strategy that will logically and consistently bring them to your front door.
Many of our tools involve digital marketing strategy, automation, and other best-practices for client acquisition in 2024.
We think being a fiduciary is just the right thing to do.
Even though we are consultants and marketers, every one of our suggestions are made with your best interests in mind.
We've worked with RIAs, B/D and other financial professionals and we understand your regulatory needs.
The Team Helping You Attract You Ideal Clients For Decades
Jake WagnerCDMPJake grew up learning from the greatest minds in financial planning. He learned that financial planning was the most important profession of the
Tasha Hoggatt Project and Content Manager She's a trained graphic designer with an eye for small businesses like this. She helps manage our content
Digital MarketerLove Marketing? Hate Boring? You Belong with DigitalMarketer. DigitalMarketer combines the largest community of digital marketing pros on planet Earth with the best dang
Your Team Saving you time When you implement the 4FP High Level marketing CRM in your business, we'll take care of all the heavy lifting. When