Digital Marketing 4FP (for Certified Financial Planner Professionals)
Latest Episodes
S2 E10 | Repurposing Content with Dennis Yu
December 06, 2021
In this episode, Dennis Yu from Blitz Metrics, ta…
S2 E09 | Be on the winning side of the interest rate
September 01, 2021
Are you using (or considering using) a line of cr…
S2 E08 | College Planning and Funding Advice
May 19, 2021
In this episode of The 4FP Podcast Jake talks to …
S2 E07 | Communicate more clearly with your clients
April 14, 2021
In today's episode Julie Johnson and Jake talk ab…
S2 E06 | What is your Money Quotient?
February 12, 2021
Amy and Jake talk about the in-depth discovery pr…
S02 E05 | A Community of Paraplanners
December 09, 2020
Simply Paraplanner is on a mission to improve emp…
S2 E04 | Appreciative Coaching with Jody Jacobson
October 29, 2020
In this episode, I talk with Jody Jacobson at the…
S2 E03 | Deeper Answers with Motivational Interviewing
September 21, 2020
Learn how to connect with your clients and prospe…
S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
July 09, 2020
Oliver and Jake talk about CRM best practices for…
S2 E01 | What does Crystal Know about your next client?
May 12, 2020
People DON'T want to be treated the way you want …
We share the best digital marketing techniques fo…
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