Discounts on 4FP Agency Services
for Members of members of the XY Planning Network
ComConnect File Sync, Share, and Backup
Exclusive discount for members of the XY Planning Network.
The perfect way for financial planners and wealth managers to protect their and their client’s files.
File Sync, Client portal sharing, continuous file backup with a FINRA and HIPAA compliant and security focused private data cloud.
This platform keeps your team on the same page and unifies your file access, while giving you an easy way to securely share files with your clients and protect your company from losing any important files
FINRA Rule 17a-3 & 17a-4 Compliant
Cost: $30/month (two users included)
Discount: 16% off for life
Use Code: XYPNCOMPLIANTSECURE
No-Cost Coaching Sessions
We are here to help you make marketing and technology decisions.
If you are wondering the best way to evaluate your current client acquisition process, branding, communications, or marketing problems, schedule time with us and we'll help point you in the right direction.
Cost: None
Discount: 100% off
Devoted Client Generator Method™
Create a client attraction system that will magnetize your ideal client prospects and get them to schedule with you.
Through our program you will uncover your client's driving emotions and what keeps them up at night, which enables you to say the right thing at the right time to your prospect.
Our approach is based on identifying the underlying concerns of your ideal client, the path that they take to get to you, and measuring the health of each stage of your Ideal Client Value Journey so you get ahead of problems before they arise.
Cost: Varies
Discount: 20% off
Use Code: Inquire during Breakthrough Call
4FP High Level
4FP High Level combines all of your communication channels, including chat, phone, SMS and email as well as all of your social accounts into one system.
This all-in-one marketing system is focused on centralizing your communication and giving you all the tools you need in one platform.
Nurture prospects, streamline client communication and leverage automation.
When you sign up our team will set up the platform completely for you.
Cost: $297/month
Discount: 10% off
Use Code: XYPN10
Don't Pay Till You Rank SEO
Pick up to 15 keywords, or have us research the best keywords for you.
Our team will implement best-in-class SEO strategies for your on-site, off site, directory listings and inbound links to improve your SEO.
You only pay when you rank for the words you choose. If you don't rank, you don't pay.
Get to the top of organic search listings and stay on top for years to come as we make sure your site is using the most modern tactics available.
Cost: $750/month
Discount: 10% off
Use Code: XYPN10
Local Service Ad Management
This service is in partnership with Google and puts you at the top of search results in Google Screened listings.
LSA Ads is a very new Google service for financial planners and is one of their top quality services. You don’t pay for tire kickers.
List your company above organic, map, and sponsored posts. You only pay per qualified call. You choose your monthly budget and can turn this program on and off based on your pipeline.
Pay per qualified phone call.
Cost: $395/month + Google Fees
Discount: 10% off
Use Code: XYPN10