4FP Financial Planner Client Cultivation & Marketing

4FP Agency

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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 YuDec 6, 2021 · 40 min
  • S2 E09 | Be on the winning side of the interest rateSep 1, 2021 · 35 min
  • S2 E08 | College Planning and Funding AdviceMay 19, 2021 · 33 min
  • S2 E07 | Communicate more clearly with your clientsApr 14, 2021 · 46 min
  • S2 E06 | What is your Money Quotient?Feb 12, 2021 · 35 min
  • S02 E05 | A Community of ParaplannersDec 9, 2020 · 39 min
  • S2 E04 | Appreciative Coaching with Jody JacobsonOct 29, 2020 · 52 min
  • S2 E03 | Deeper Answers with Motivational InterviewingSep 21, 2020 · 47 min
  • S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)Jul 9, 2020 · 39 min
  • S2 E01 | What does Crystal Know about your next client?May 12, 2020 · 37 min

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4FP Financial Planner Client Cultivation & Marketing | Parasocial