4FP Financial Planner Client Cultivation & Marketing
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We share the best client attraction and digital marketing techniques for Financial Professionals.
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Recent episodes
- S2 E10 | Repurposing Content with Dennis Yu
- S2 E09 | Be on the winning side of the interest rate
- S2 E08 | College Planning and Funding Advice
- S2 E07 | Communicate more clearly with your clients
- S2 E06 | What is your Money Quotient?
- S02 E05 | A Community of Paraplanners
- S2 E04 | Appreciative Coaching with Jody Jacobson
- S2 E03 | Deeper Answers with Motivational Interviewing
- S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
- S2 E01 | What does Crystal Know about your next client?