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 * The 4FP Agency
   * The 4FP Team
     * We’ve Got You
     * Our Fiduciary Promise
   * What Is Your Digital Presence?
   * Frequently Asked Questions
   * Contact Us
 * Devoted Client Attraction Method
   * FREE Breakthrough Session
   * Course Platform Login
   * Worksheet Login
 * Other Services
   * 4FP All-in-One Marketing Platform
     * Log into 4FP High Level
   * Local Service Ad Management
   * Don’t Pay Till You Rank SEO Program
   * ComConnect Compliant File Sync
     * ComConnect Log In
 * Free Resources
   * Marketing Guide for CFP® Pros
   * Naturally Attract your Ideal Clients
   * How to Write Engaging Email Marketing
   * How to make a Great Landing Page
   * How to Make a Great Lead Magnet
   * How to Make Great Ads
   * Courses Login
 * Casts and Blog
 * Success Stories






FRACTIONAL CMO FOR FINANCIAL PROFESSIONALS


ATTRACT CLIENTS WHO NEED WHAT YOU DO BEST WITH YOUR BESPOKE CLIENT CULTIVATION
SYSTEM 


AND REFERRAL MARKETING SYSTEM DESIGNED FOR FINANCIAL PROFESSIONALS AND RIAS


Devoted Client Attraction Method

Our Other Services


CLIENT ATTRACTION SYSTEMS THAT CULTIVATE YOUR ENTIRE CLIENT LIFECYCLE 


OUR CLIENTS CALL US CLIENT ATTRACTION WHISPERERS.  

We are more than marketers or digital marketers.

We address the whole client life cycle and are uniquely aware of the wealth
manager and financial planning profession and culture. 

As a DigitalMarketer Certified Partner, we use proven systems that calibrate and
monitor the health of your Client Journey.  You will cultivate the relationships
that are most likely to create prospects and referrals.  

Our proven process ensures that you have a clear path for your from your ideal
client to your front door. 

Our Growth Triad strategy uses tools, analytic data, and a documentation process
that naturally highlights and prioritizes the best answers for you and your
team. 


Schedule Your Breakthrough Call


 BORN AND RAISED WITH THE FIDUCIARY STANDARD. 


WE ‘GET’ FINANCIAL PLANNING.

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OUR CONSULTING PROCESS


01.


YOUR BREAKTHROUGH SESSION

Meet with a member of the 4FP team for a free session to uncover the bottlenecks
in your client acquisition process.

We will audit and assess your current Client Acquisition Engine and marketing
process.

Over the session you will receive a comprehensive assessment of what is working
well, and what isn't in your client acquisition process.  


02.


BUILD YOUR SYSTEM

The Devoted Client Attraction Method trains individual and teams of financial
planners in an 8 module program. 

With weekly Q&A sessions and private coaching sessions, RIAs use this program to
create a metric driven process that attracts ideal clients to their firm.   

We will guide you through documenting a deeper understanding of your ideal
client, how they find you and establish a metric driven system to keep you and
your team on track by getting ahead of any issues.


03.


STAY ON TRACK

After you have implemented your Client Acquisition Engine, we are still here as
your support team. 

We keep our clients on track with their plan and have monthly check in calls
available.  

By tracking the health of your acquisition process we identify what is working,
and what isn't to get ahead of any problems before they impact your lead flow.  

We use facilitated exercises that give you the right information to weigh your
priorities and choose the right next steps to build your business. 


Learn about the Devoted Client Attraction Method

Have you been burned by "marketers?" who have one specific approach and can't
see the bigger picture?  I'm talking about agencies who sing the praises about
how their Magic Answer will bring an endless string of clients to your front
door, and you never see the results?  

That's not us. 

Our consulting process incorporates your total client life cycle. From your
ideal prospect finding you, all the way to your referral marketing strategy.

Our process gives our clients a high level view of the health of their
business.  Our facilitated processes give them confidence in their decisions. 

Our all-in-one marketing platform connects your entire digital presence into one
central hub.

We support RIAs with a proven process that leverages tools and techniques based
on the science of how we build closer personal relationships and apply it to
growing your business. 


PLACES YOU'LL FIND US


SOME PLACES YOU


MIGHT SEE US




OUR OTHER SERVICES


LOCAL SERVICE AD MANAGEMENT

List your  company listed above organic search, maps and even sponsored posts in
Google?

You are vetted through background checks and are identified as "Google Screened"
while showing up above even the sponsored results.  We will review any calls you
receive and dispute unqualified leads without taking time out of your work week.

You only pay for results and you only pay for qualified calls.


Be 1st on Google

Get Results


DON'T PAY TILL YOU RANK SEO PROGRAM

The name says it all.

After we set you up, you don't pay a dime until you are seeing results and have
the keywords that you choose ranking on the front page of Google. 

We will manage it all for you, on-site, off-site, directory and linking are all
managed by a team that does nothing other than help you get on the first page of
google search results. 


4FP HIGH LEVEL

High Level is one of the most advanced marketing hubs on the market.

We have packaged Go High Level with everything that you need.  Besides an
amazing platform, we include concierge onboarding and 24/7 support available on
every page. 

You will have the resources and team to meet and exceed your goals. 


Your All in one Marketing Hub

Own Your Cloud


COMCONNECT FILE SYNC

ComConnect File Sync is a FINRA Rule 17a-3 & 17a-4 compliant backup and file
sync solution that we resell to financial professionals.  

The system is easy to use with most of the action happening in the background.
 As soon as a file is synced, it is both stored and separately backed up in your
private cloud.

You'll never lose a file again and you will be on the same page with all your
files with your coworkers.  Regulators love the granular details of the system.
 You'll love the time it saves you every week. 


TESTIMONIALS

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CASTS AND WRITINGS


MARKETING VS FINANCIAL PLANNING CRM

Read More


BUILDING STRONG RELATIONSHIPS

Read More


A BETTER LATE THAN NEVER FINANCIAL CAPABILITY MONTH POST…

Read More


ARE YOU READY FOR WHAT'S NEXT?

We have a variety of ways for us to support your RIA's growth ranging from our
free resources and live trainings to us being your Fractional Chief Marketing
Officer.  The 4FP Agency is preparred support the growth of your firm.

Get started today! 

We provide Fractional Chief Marketing Officer services to Financial Planners,
RIAs, Wealth Mangers, Certified Financial Planner™ Professionals with our proven
system using tools, documentation and measuring your marketing process to create
a Growth Triad that is effectively a self correcting marketing Operating System.


GET STARTED With your free assessment

DOWNLOAD OUR FREE RESOURCES

Schedule a call


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CONTACT

633 NE 61st Ave

Portland, OR 97213

help@4fp.co

(503) 994-5669



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