Shows
Traversing EntrepreneurshipStaying Ahead of the Curve: The Future of Marketing for Advisors featuring Jake WagnerIn this episode of Traversing Entrepreneurship, we are extremely excited to be joined by Jake Wagner, CDMP as he shares proven strategies and insights to help financial professionals attract their ideal clients, deliver exceptional service, and grow a sustainable business. Whether you're a seasoned advisor or just starting out, you'll find actionable tips and real-world examples to take your practice to the next level. Tune in and start optimizing your marketing, operations, and client experience today. This week on Traversing Entrepreneurship: 0:01:55 Jake discusses what motivated him to start his own agency...
2024-12-121h 25
V SHRED: Better Body Better Life.What Is Mindful Eating and How Can It Help You Lose Weight?Do you ever find yourself eating way too fast? It happens. Sometimes we are so focused on WHAT we are eating, we lose focus on HOW we should be eating it. Mindful eating is something that can help us refocus our eating habits, and as V Shred Co-Founder Vince Sant explains in this weeks episode, is something that help quite substantially along our path to weight loss success. This is some great information that you can’t afford to miss!
We can help you create a meal plan that is tailored specifically for you and your body ty...
2024-05-0110 min
Leverage for Growth PodcastAL EP 35: Jacob Wagner - Building Strong RelationshipsJake Wagner, the Founder & Principal of the 4FP Agency, talks about his passion for helping financial planners and his agency's expertise in building effective growth systems. Wagner makes it clear that having a solid strategy and creating a deep relationship with clients is key to success in any business. Jacob Wagner discusses the importance of avoiding desperation in sales conversations and strategies, and instead focusing on building a deep relationship with clients. He also talks about his passion for financial planning and helping people achieve their financial goals, and shares his excitement for a new program that will offer...
2023-04-2819 min
The Most Hated F-WordWhat is Finology & Financial Planning 3.0? With Jake WagnerJacob Wagner CDMP | Co-founded the What is Finology? | Founder of Digital Marketing 4FP |
BIO:
Jake is the driving force behind getting Financial Planning 3.0 published and on bookshelves. Since Dick’s passing, he has maintained the vision and drive to get the What is Finology project to be what it is today. He has a strong internal understanding of Dick Wagner’s body of work.
Jake has studied currency theory with his mentor, Bernard Lietaer. He worked for Ken Wilber and the Integral Institute (now Integral Life), enabling him to be an expert in the integral framework and Integral Finance.
Jake is t...
2022-08-0453 min
The Journey with Christian D EvansMarketing & Scaling a CFP Business (Highly Regulated Industry) with Jacob Wagner🎁 Gift for All Podcast Listeners Below 👇| Jake grew up learning from the greatest minds in financial planning. He learned that financial planning was the most important profession of the 21st century. His father, Richard B. Wagner JD, CFP®, impressed upon him early on the importance of financial planning. He started the 4FP Agency because it was the best way to use his talents to support the financial planning profession.
"We've trained our team to be your Fractional CMO team so we can support our clients, financial planners, and RIAs, with a Marketing Operating System, so they can be the bes...
2022-07-1341 min
Obscurity Now!Obscurity Now! #56 Video Power #tv #videogame #90s #cartoon #animationIt's the #90s, you love #videogames. If only there was a show that came on after school where a totally rad host talked about video games! Well there was! That show was called Video Power, and that host was Johnny Arcade. Join Steve and Yahel as they revisit Video Power, and decide if it deserves to be tossed into the black hole of obscurity, never to be heard from again, or remembered for all of human history!
Every week friends Steve (comic book writer and podcaster) and Yahel (creator of Wrestling with Gaming youtube...
2022-06-0657 min
VGT TV - Sao ViệtHiền Hồ gây sốc với mức cát-xê cho 1 đêm diễn, con số vượt mặt cả những đàn chị kì cựuVới hàng loạt bản hit được khán giả yêu thích, Hiền Hồ là một trong những nghệ sĩ nữ có mức cát-xê cao nhất nhì Vbiz.
Ngập tràn mạng xã hội thời điểm hiện tại là tất tần tật về ồn ào giữa Hiền Hồ với đại gia U60 Hồ Nhân. Nhiều netizen không khỏi "choáng váng" khi loạt ảnh tình tứ của cặp đôi dần dần bị phát tán, không rõ người đứng sau việc làm là ai.
Có thể nói, Hiề...
2022-03-2203 min
Swift Chats in the Financial Services IndustryHow Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022 with Jake WagnerIn this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner, Founder of Digital Marketing 4FP, which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart advisors are adjusting their business growth sails in 2022. To learn more about Jake and his firm, Digital Marketing 4FP, visit: www.DigitalMarketing4FP.com To learn more about Marie and her PR and Marketing firm, Impact Communications, visit: www.ImpactCommunications.org For a full roster of S...
2022-02-0323 min
4FP Financial Planner Client Cultivation & MarketingS2 E10 | Repurposing Content with Dennis YuIn this episode, Dennis Yu from Blitz Metrics, talks about how to bridge the gap between businesses and digital content creation to drive leads and make an impact on analytic tools such as SEO ranks, Google, and My business. Blog Post: https://digitalmarketing4fp.com//2021/12/06/making-video-content-easy
2021-12-0639 min
4FP Financial Planner Client Cultivation & MarketingS2 E09 | Be on the winning side of the interest rateAre you using (or considering using) a line of credit? CashMap has some fresh ideas you've probably NEVER thought of before :) Read the Full Blog post: https://digitalmarketing4fp.com/2021/08/25/a-different-way-of-looking-at-a-line-of-credit
2021-09-0135 min
DevComs RadioNGO BEGS JOURNALISTS IN PLATEAU TO INCREASE REPORTAGE ON CHILD BIRTH SPACING20/05/2021 Media 4FP
Media professionals have been charged to engage in robust education and sensitization of the public on sexual reproductive health issues.
Panelists made the submission at the second media round-table organised by media for family planning, plateau state.
Correspondent Gwamkat Gwamzhi reports that the forum had the theme, Family planning challenges: the role of the media.
2021-05-2603 min
4FP Financial Planner Client Cultivation & MarketingS2 E08 | College Planning and Funding AdviceIn this episode of The 4FP Podcast Jake talks to College Aid Pro co-Founder, Joe Messinger about changing how we plan for college. Listen in to hear how you can go from "we'll figure it out" to "let's figure it out together." Full Blog Post > https://digitalmarketing4fp.com/2021/05/19/college-planning-and-funding-advice-with-joe-messingerResources > https://collegeaidpro.com/college-money-report/
2021-05-1932 min
4FP Financial Planner Client Cultivation & MarketingS2 E07 | Communicate more clearly with your clientsIn today's episode Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends.Check out the full blog post here: https://digitalmarketing4fp.com/2021/04/14/communicate-more-clearly-with-your-clients/
2021-04-1545 min
行銷背後的邏輯Ep 39. 新時代的行銷少不了的資料分析！到底該怎麼操作 Data？Ep 39. 新時代的行銷少不了的資料分析！到底該怎麼操作 Data？
加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事
鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神
Facebook 搜尋行銷工程台灣
Instagram：mktlogic / 行銷背後的邏輯
程式專欄文章：https://blog.codeformarketing.co/
聯繫我們：codeformarketing@gmail.com
輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製
Powered by Firstory Hosting
Powered by Firstory Hosting
2021-03-1810 min行銷背後的邏輯Ep 38. 因應大家的需求！來聊聊 Google 給我們的學習資源～Ep 38. 因應大家的需求！來聊聊 Google 給我們的學習資源～
加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事
鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神
Facebook 搜尋行銷工程台灣
Instagram：mktlogic / 行銷背後的邏輯
程式專欄文章：https://blog.codeformarketing.co/
聯繫我們：codeformarketing@gmail.com
輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製
Powered by Firstory Hosting
Powered by Firstory Hosting
2021-03-1511 min行銷背後的邏輯Ep 36. 遊戲化行銷？！那是什麼聽起來好好玩😍Ep 36. 遊戲化行銷？！那是什麼聽起來好好玩😍 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-03-0810 min行銷背後的邏輯Ep 35. 人物誌是什麼啊？差點以為是誰寫的書呢😅😅Ep 35. 人物誌是什麼啊？差點以為是誰寫的書呢😅😅 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-03-0411 min行銷背後的邏輯Ep 34. 德州暴風雪好可怕唷😱遇到衝擊時的資料該怎麼看？Ep 34. 暴風雪好可怕唷😱遇到衝擊時的資料該怎麼看？ 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-03-0116 min行銷背後的邏輯Ep 33. 上次是不是對google my business 是不是還不夠瞭解？讓你一次聽個夠嘿嘿～Ep 33. 上次是不是對google my business 是不是還不夠瞭解？讓你一次聽個夠嘿嘿～ 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-2510 min行銷背後的邏輯Ep 32. 你一定用過的 Chatbox！來聽聽他怎麼運行的吧~Ep 32. 你一定用過的 Chatbox！來聽聽他怎麼運行的吧~加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-2209 min行銷背後的邏輯Ep 31. 所以說這麼多款手遊到底該怎麼競爭！總不能只靠越南人吧🤭Ep 31. 所以說這麼多款手遊到底該怎麼競爭！不能只靠越南人吧🤭 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-1814 min行銷背後的邏輯Ep 30. 新名詞！你知道月經貧窮是什麼意思嗎？Ep 30. 新名詞！你知道月經貧窮是什麼意思嗎？ 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-1511 min
4FP Financial Planner Client Cultivation & MarketingS2 E06 | What is your Money Quotient?Amy and Jake talk about the in-depth discovery process (using "the 5 Es") that makes Money Quotient training and partnerships different from the rest. If you're a financial advisor, you should learn Money Quotient's "5 Es." It might give your client's more value.Check out their training here: https://www.moneyquotient.com/events/2021-02-22-ftwp/Check out the blog post here: https://digitalmarketing4fp.com/2021/02/12/what-is-money-quotient/
2021-02-1235 min行銷背後的邏輯Ep 29. 哞～新年快樂！所以說帶路雞到底是什麼🤔？Ep 29. 哞～新年快樂！所以說帶路雞到底是什麼🤔？ 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-1111 min行銷背後的邏輯Ep 28. 抽獎活動來啦~行動支付這麼多到底該怎麼選?!Ep 28. 抽獎活動來啦~行動支付這麼多到底該怎麼選?! 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-0810 min行銷背後的邏輯Ep 27. 新世代的行銷就是要噱頭！這些特色到底是真是假？😯Ep 27. 新世代的行銷就是要噱頭！這些特色到底是真是假？😯 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-0412 min行銷背後的邏輯Ep 26. 無孔不入的網路世界該怎麼辦😣這些主打保障隱私權的平台你聽過沒🤔Ep 26. 無孔不入的網路世界該怎麼辦😣這些主打保障隱私權的平台你聽過沒🤔 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-02-0110 min行銷背後的邏輯Ep 25. 我們的付費版節目即將上架啦🎉🎉 給想深入了解 Rentention 的你！Ep 25. 我們的付費版節目即將上架啦🎉🎉 給想深入了解 Rentention 的你！ 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-01-2812 min行銷背後的邏輯Ep 24. 地獄式行銷到底是有奪地獄啦😯是真是假真的好難啊啊🥺Ep 24. 地獄式行銷到底是有奪地獄啦😯是真是假真的好難啊啊🥺 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-01-2511 min行銷背後的邏輯Ep 23. 賭你不知道的商標小秘密！看看這些公司為了宣傳他們的Logo做了多少努力🥳Ep 23. 賭你不知道的商標小秘密！看看這些公司為了宣傳他們的Logo做了多少努力🥳 節目中所說的nike商標為守護女人，應為勝利女神，在此處做修正． 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-01-2109 min行銷背後的邏輯Ep 22. 一個你每天都在用但你不知道的 Google 功能！從富王鴨肉看 Google My Business🤪Ep 22. 一個你每天都在用但你不知道的 Google 功能！從富王鴨肉看 Google My Business🤪 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2021-01-1811 min行銷背後的邏輯Ep 21. 只是跨年也會造成社會動盪😱來聊聊轉換率的眉眉角角~Ep 21. 只是跨年也會造成社會動盪😱來聊聊轉換率的眉眉角角~ 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting
2021-01-1410 min行銷背後的邏輯Ep 20. 兩大企業的碰撞！當Apple槓上Facebook💥Ep 20. 兩大企業的碰撞！當Apple槓上Facebook💥 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting
2021-01-1114 min行銷背後的邏輯Ep 19. 舊的pp變成時代的眼淚了😢原來行銷理論也需要被更新😲😲Ep 19. 舊的pp變成時代的眼淚了😢原來行銷理論也需要被更新😲😲 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting
2020-12-3112 min行銷背後的邏輯Ep18. 點閱率次次排名前10的厲害網站！Pornhub的跌宕起伏唉唷喂呀🤔Ep18. 點閱率次次排名前10的厲害網站！Pornhub的跌宕起伏唉唷喂呀🤔 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting
2020-12-2811 min行銷背後的邏輯EP17. 北捷被大撒幣政策攻陷啦！！！連刷卡都是錢的聲音叮叮噹噹💰EP17. 北捷被大撒幣政策攻陷啦！！！連刷卡都是錢的聲音叮叮噹噹💰 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting
2020-12-2412 min行銷背後的邏輯EP16. Google當機造成的全球災難！我們有機會脫離它生存嗎😲EP16. Google當機造成的全球災難😵我們有機會脫離它生存嗎😲 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting Powered by Firstory Hosting
2020-12-2114 min行銷背後的邏輯EP15.Youtube的自動播放到最後居然是X片？！如果電商100%個人化會發生什麼事😱EP15. Youtube的自動播放到最後居然是X片？！如果電商100%個人化會發生什麼事😱 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2020-12-1112 min行銷背後的邏輯EP14. 年末買買買！電商把我的錢還來啊~EP14.年末買買買！電商把我的錢還來啊~ 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting Powered by Firstory Hosting
2020-12-1112 min
4FP Financial Planner Client Cultivation & MarketingS02 E05 | A Community of ParaplannersSimply Paraplanner is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the work environment that fits their lifestyle.Simply put, they connect financial advisors with virtual paraplanners to help advisors expand their business, not their office.Learn more > https://4fp.agency/paraplanner
2020-12-0938 min
Setting The ToneEP 45 Mostly Matt specialNew Episode Out
Setting The Tone interview with Mostly Matt
I had the pleasure of sitting down with Matt Churchly AKA Mostly Matt to talk about his latest single Creatures of the night https://www.youtube.com/watch?v=4Fp_BEbMXwU
and his journey as Mostly Matt as well who would he like to calibrate with dead or alive?
Mostly Matt social links can be found below, please make sure you are hitting the like button.
https://www.fa...
2020-11-2044 min
行銷背後的邏輯EP13. 一起來搜尋后翼棄兵吧！衝爆搜尋量哇哈哈EP13. 一起來搜尋后翼棄兵吧！衝爆搜尋量哇哈哈 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting
2020-11-2014 min
行銷背後的邏輯EP12. 傳統的郵件行銷比鬼滅還不滅，到底什麼生命力EP12. 傳統的郵件行銷比鬼滅還不滅，到底什麼生命力 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting
2020-11-2012 min
行銷背後的邏輯EP11. GA4P 強勢更版你在追蹤什麼事件啊？EP11. GA4P 強勢更版你在追蹤什麼事件啊？ 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting
2020-11-2013 min
行銷背後的邏輯EP10. 回到 APP 分析時間來用 deeplink 跟 firebase 哇嗚EP10. 回到 APP 分析時間來用 deeplink 跟 firebase 哇嗚 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting
2020-11-2019 min
行銷背後的邏輯EP9. AARRR 一句有聲音的成長漏斗EP9. AARRR 一句有聲音的成長漏斗 你是品牌公司行銷？行銷人？自媒體人？不管哩係叨味郎 加入聽眾家族，與我們暢聊行銷背後的邏輯/聽聽那些背後的鬼故事 鼻在一個人孤單十八般武藝，練好練滿練出個個精氣神 Facebook 搜尋行銷工程台灣 Instagram：mktlogic / 行銷背後的邏輯 程式專欄文章：https://blog.codeformarketing.co/ 聯繫我們：codeformarketing@gmail.com 輸入邀請碼「4FP-ETDT」成為創作者與背後的邏輯一起錄製 Powered by Firstory Hosting
2020-11-0514 min
4FP Financial Planner Client Cultivation & MarketingS2 E04 | Appreciative Coaching with Jody JacobsonIn this episode, I talk with Jody Jacobson at the Human Institute about finding your ideal prospects from an appreciative integral strengths-based approach. Find the full post here: https://4fp.agency/appreciativecoaching
2020-10-2951 min
4FP Financial Planner Client Cultivation & MarketingS2 E03 | Deeper Answers with Motivational InterviewingLearn how to connect with your clients and prospects better with this useful skill.In this episode, Jake learns how to be a better interviewer by talking with Joseph Kuo about Motivational Interviewing.Check out the blog post here: https://digitalmarketing4fp.com/2020/09/22/s2-e03-deeper-answers-with-motivational-interviewing
2020-09-2147 min
4FP Financial Planner Client Cultivation & MarketingS2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)Oliver and Jake talk about CRM best practices for you and how you manage your prospects. Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence available to a firm's leadership team.Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort. Handwrytten app - https://www.handwrytten.com/Sendoutcards app - https://www.sendoutcards.com/appBlog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/Check out the 4...
2020-07-0938 min
4FP Financial Planner Client Cultivation & MarketingS2 E01 | What does Crystal Know about your next client?People DON'T want to be treated the way you want to be treated. Find out more about DISC personalities and how to communicate better with people with these resources from our guest Crystal Knows.https://www.crystalknows.com/disc-personality-testhttps://www.crystalknows.com/bookhttps://www.crystalknows.com/blog/analyzing-zooms-leadership-teamGet the Chrome extension here! https://chrome.google.com/webstore/detail/crystal/nmaonghoefpmlfgaknnboiekjhfpmajh?hl=enThanks for listening to another Digital Marketing 4 Financial Planners episode. Check out more at http://digitalmarketing4fp.com/!
2020-05-1337 min
4FP Financial Planner Client Cultivation & MarketingE26 | Video Speaks the Story of Your BrandIdea Decanter shares how video marketing allows RIAs to showcase their personalities as well as your firm's passion and purpose.Show notes:2:30 What should my videos be about?3:30 Leveling up from the written word4:45 Bringing your authentic POV to your audience7:50 Onboarding new clients with an Airplane Video from the team at Center for Financial Planning10:45 Laura attempts hard math (don’t judge)11:40 Pre-shoot jitters and fixes in post-production14:45 Do I need to know how to produce a video? (it’s no mystery)16:30 Sharon talks about the video “gateway drug”19:00 Getting real (this one’s about you, Doug)21:45 The MOST IMPORTANT...
2018-06-0642 min
4FP Financial Planner Client Cultivation & MarketingE25 | White boarding videos, dopamine and your clientsWhy are whiteboarding videos so engaging? Jill Addison gives us a look into the effectiveness of using this video marketing strategy your clients and prospects.Do you want a suite of videos to share with your clients? If so, get inside the FA Client Machine: https://fz203.isrefer.com/go/jw3/JacobWagner/ BONUS: Click here to schedule your complimentary 15-minute Video Marketing Strategy Session: http://www.scheduleyou.in/ELJh3eUIHh
2018-05-1628 min
4FP Financial Planner Client Cultivation & MarketingE24 | Finding Clients and Watching Video GamesGalen has found a treasure trove of financial clients in one of his personal passions, video games. There are a number of ways that video game enthusiast might find themselves needing a financial planner. He's been there to help.Show Notes:1:27 Galen introduces his firm2:19 What is Twitch™?5:04 What does Twitch™ have to do with finance?10:51 How do you find clients through Twitch™?12:13 Twitch™ streamers are looking for more than just financial planning15:26 The challenges of finding clients in this niche21:58 Galen talks student loan initiatives26:31 How Galen's marketing is moving his firm forward.31:38 Galen gives advice to other planners
2018-02-2235 min
4FP Financial Planner Client Cultivation & MarketingE23 | What it means to be a credible authorityE23 | What it means to be a credible authority by Digital Marketing 4FP
2018-01-1053 min
4FP Financial Planner Client Cultivation & MarketingE22 | Off Time Management (part 2)How do you recharge from working? How do you keep your mental peace?In this episode Sophia shares the ways that she helps keep peak performance through letting the quiet moments support the clarity of her mind.
2017-11-1522 min
4FP Financial Planner Client Cultivation & MarketingE21 | Moving Beyond AUM and finding HENRYs (part 1)The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they? Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.
2017-11-0836 min
4FP Financial Planner Client Cultivation & MarketingE20 | How a Business Coach helps you overcome Imposter SyndromeE20 | How a Business Coach helps you overcome Imposter Syndrome by Digital Marketing 4FP
2017-10-1138 min
4FP Financial Planner Client Cultivation & MarketingE19 | What is your Digital Presence?Sameer Somal joins the show to talk about one of my favorite topics. Online Reputation Management and your Digital Presence. How do you make the right digital impression?
2017-09-2739 min
4FP Financial Planner Client Cultivation & MarketingE18 | Rianka started her RIA to do moreRianka joins the show and shares details about what it was like to start Your Greatest Contribution. She shares great tips on what to do, and what to avoid, when starting out.
2017-08-0935 min
4FP Financial Planner Client Cultivation & MarketingE17 | 5 Steps To Effective WritingTake your writing from good to great! This episode will help you compartmentalize your writing process. It will show you how to get started and not just stare at a blank screen.
2017-06-2230 min
4FP Financial Planner Client Cultivation & MarketingE16 | Podcasting for Financial PlannersHannah More chats with me about her podcast, You're a Financial Planner, Now What? All about podcasts. Why we do it, how we do it and what tools we use to get better results.
2017-05-2535 min
4FP Financial Planner Client Cultivation & MarketingE15 | A Prospect Will Qualify Themselves, If You AskWouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them?That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial advisors who work with him. This episode will teach you whether or not you want to "close" a prospect.
2017-04-1927 min
4FP Financial Planner Client Cultivation & MarketingE14 | Learning to be a Smart Financial Planner from HollandI’ve enjoyed Ronald Seir’s www.SeeBeyondNumbers.com blog for a number of years. I really enjoy his right brain approach to financial planning. He incorporates the financial planning 1.0 work in his engagements with clients and uses his “soft skills” (aka Financial 2.0 and 3.0 skills) to help his clients.
2017-03-2122 min
4FP Financial Planner Client Cultivation & MarketingE13 | It’s all about the nicheClaire Akin shares her LinkedIn expertise on this episode of Digital Marketing 4FP. She shares LinkedIn specific digital marketing strategies and we discuss how LinkedIn works with other social networks. She shares how LinkedIn is an incredible basis for finding and nurturing prospects.
2017-01-2532 min
4FP Financial Planner Client Cultivation & MarketingE12 | How to Hire Interns from UniversitiesEddie Kramer shares some of the lessons he's learned from working with his alma mater. From hiring interns to building what he calls "Structural Capital" from Guy Kawasaki and Daniel Goleman.
2016-12-1530 min
4FP Financial Planner Client Cultivation & MarketingE11 | Why Study Groups are important for professionalsWhy would a professional need a "study group"? Eddie Kramer shares how his study group helps him develop as a professional.
2016-11-2131 min
4FP Financial Planner Client Cultivation & MarketingE10 | CFP® Succession in TexasIt's taken them a decade to hand the reigns from one planner to the next. Jason McGarraugh comes on the show to share his firm's succession story.
2016-11-0321 min
4FP Financial Planner Client Cultivation & MarketingE09 | Kate Holmes takes her practice around the worldKate Holmes loves to travel. She's traveled to every corner of the globe, and taken her practice with her. This episode shares how Kate manages her practice while she travels with a world wide network of clients.
2016-10-1319 min
4FP Financial Planner Client Cultivation & MarketingE08 | Using Technology to be a better CFP®Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients.I like it.
2016-09-2123 min
4FP Financial Planner Client Cultivation & MarketingE07 | How one CFP® works with the press (part 2)Eric goes in depth explaining the best practices he's found when relating with the press. He shares what its been like to work with various press agencies. What has worked and what is worth skipping.
2016-08-3122 min
4FP Financial Planner Client Cultivation & MarketingE06 | Eric Roberge on working with the press (part 1)Eric shares how he decided to call his firm, "Beyond Your Hammock." He elaborates how his unconventional name matches his unconventional approach to planning and how this puts him in the right position to attract millennial clients. His shares how his approach helps him to both serve his target market, millennials, and how his firm naturally compliments traditional firms.
2016-08-1117 min
4FP Financial Planner Client Cultivation & MarketingE05 | Cultivating the client experience with technologyJohn shares how he has uses technology as a way to use technology to create client insight and pre-qualify a prospect. He uses his Wealth Health Index to cultivate the client experience and create accountability through technology.
2016-07-2719 min
4FP Financial Planner Client Cultivation & MarketingE04 | Derek R Lawson on launching his websiteDerek Lawson joins the show to talk about launching his website. He shares what he did and why. He also shares how he went about building his website and why he designed it the way he did.
2016-07-1134 min
4FP Financial Planner Client Cultivation & MarketingE03 | Raquel Hinman shares about her social media managerRaquel shares why she loves working with her social media manager. She has this assistant post on social networks for her to create her online presence. She shares how she ensures her assistant represents her brand in a compliant manner and how that attracts clients.
2016-06-1618 min
4FP Financial Planner Client Cultivation & MarketingE02 | John Buerger talks about Twitter (part 1)John Buerger shares his experiences with Twitter and his tool, the Wealth Health Index.(part 1)
2016-05-2522 min
4FP Financial Planner Client Cultivation & MarketingE01 | Matt Becker on his eCoursesMatt Becker, principal of Mom and Dad Money, joins us for our first show. He shares how he uses email marketing and eCourses to build relationships with his audience.Matt shares how he uses these tools to build trust and let his prospects get to know him. How he educates and prepares them to become clients through his eCourses.
2016-05-2530 min