Épisodes

  • S2 E10 | Repurposing Content with Dennis Yu

    S2 E10 | Repurposing Content with Dennis Yu
    Dec 6 2021
    In 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
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    40 min
  • S2 E09 | Be on the winning side of the interest rate

    S2 E09 | Be on the winning side of the interest rate
    Sep 1 2021
    Are 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
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    35 min
  • S2 E08 | College Planning and Funding Advice

    S2 E08 | College Planning and Funding Advice
    May 19 2021
    In 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-messinger Resources > https://collegeaidpro.com/college-money-report/
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    33 min
  • S2 E07 | Communicate more clearly with your clients

    S2 E07 | Communicate more clearly with your clients
    Apr 14 2021
    In 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/
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    46 min
  • S2 E06 | What is your Money Quotient?

    S2 E06 | What is your Money Quotient?
    Feb 12 2021
    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/
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    35 min
  • S02 E05 | A Community of Paraplanners

    S02 E05 | A Community of Paraplanners
    Dec 9 2020
    Simply 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
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    39 min
  • S2 E04 | Appreciative Coaching with Jody Jacobson

    S2 E04 | Appreciative Coaching with Jody Jacobson
    Oct 29 2020
    In 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
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    52 min
  • S2 E03 | Deeper Answers with Motivational Interviewing

    S2 E03 | Deeper Answers with Motivational Interviewing
    Sep 21 2020
    Learn 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
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    47 min