What's your plan to cultivate and recreate your best clients? How would your firm grow with a Client Attraction Engine?
Streamline the path to bring your ideal client to your front door with a Client Attraction Engine.
We create custom business development systems that streamline a path for your ideal client to your front door and creates a process for you to replicate your best clients.
The Digital Tune Up is a three-month accellerator instituting a three-part framework that automates and automatically detects issues in your client acquisition process, before they impact your bottom line.
Giving you time to correct.
We base our methodology from the natural stages of human intimacy and then tie that into the process a prospect takes to get to know, like and trust you.
With over half of the evaluation process happening before your prospect has reached out, it is more important than ever to streamline the path to your front door and provide your prospect with value and demonstrate that you are uniquely suited to be their financial planner..
Firms that hire the 4FP for more than the three month accelerator use the 4FP team as fractional Chief Marketing Officers (CMOs).
Our team can build your website, set you up for success with your email marketing, get you on the front page of Google in your local city, and/or setup Facebook and Google ads for you.
Each client has a customized plan that supports their needs and bottom line.
Benefits
Financial planners who work with us leave the process knowing how they will attract their ideal client to their front door, with a system to measure their progress and the 4FP team on their side to continuously bring the best tools and processes to keep your firm attracting ideal clients.
By using our Growth Triad process, our clients have a process in-place that detects issues in your acquisition process so we can develop a holistic marketing plan and move forward

Frequently asked questions
This program is a framework that is a combination of exercises, documentation, and measuring KPI in your digital presence that work synergistically.
The program takes 8 hours per month from your team.
We typically to schedule two 4-hour sessions in a 2-week period each month.
Phase 1 - Build phase
We’ll start by filling out our core tools centered around the Growth Triad. We’ll start by documenting your client’s journey and determine what analytics you need to track for your business (hint: you don’t need to look at everything).
After Phase 1 training is complete we will start to have a roadmap for what to do next. We can offer most (if not all) these services in-house or you can choose to DIY (we’ll make sure you’re trained on any new tools you choose to use).
Phase 2 - Optimize
In these next 8 hours, we’ll deliver some crucial tools to keep you on the right track to grow your firm best (hint: in a way that works for you).
We’ll again split this up into 2 4-hour sessions in 2 weeks.
Phase 3 - Accelerate
Now that we’ve got our plan down it’s time to make it grow and continue. We’ll review our foundation tools we made in Phase 1 and bring in new tools specific to your needs. This is another 8 hour session we’ll break up into 2 4 hour sessions in 2 weeks.
No, you do not have to.
We would LOVE to have you be part of the 4FP family and will support you at whatever level of support you need.
This program is designed to not just help you attract your ideal client better, but also for us to be able to serve your RIA better.
At the end of Phase 3 (as you will also see in our initial “Alignment check” meeting) you’ll be presented with 3 options to move forward (DIY, Train your team, or Fractional CMO) with your implementation of the plan.
Yes. We are here to support you as a full-service agency. We are also available to help you train your team or even let you do it yourself.
After Phase 1 training is complete we will start to have a roadmap for what to do next. We can offer most (if not all) these services in-house or you can choose to DIY (we’ll make sure you’re trained on any new tools you choose to use).
This program is part of the Certified Partner program, DigitalMarketer’s highest level of program.
This program is more than just the curriculum that we provide clients. The DigitalMarketer community enables us to ask clients’ questions to our larger community and leverage the resources of the DM community to support our clients.
Yes, just like you we like to think of ourselves as fiduciaries.
That means if you don’t see success we won’t either. We want to help you with your best interests at heart.