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Jacob Wagner
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Digital Marketing for Certified Financial Planners and Registered Investment Advisors (RIAs)
Digital Marketing for Certified Financial Planners and Registered Investment Advisors (RIAs)

221 followers
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Digital Marketing 4FP
Digital Marketing 4FP
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Providing Value I’m sure you value your clients.  Hopefully they value you too, at least if you want to keep them as clients. But, how do you demonstrate and provide this value? Sometimes it’s in the little things.  The nice coffee and tea that you…
Providing Value to Your Clients
Providing Value to Your Clients
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Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It doesn’t have to be. It is important to think about the time and money it will save.  There are huge benefits to having one or more videos as collateral.  A good video…
Digital Marketing 4FP
Digital Marketing 4FP
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Why are those animation videos so engaging? You know the ones with the expansive whiteboard and markers with a narrative that seems to be both spontaneous and well narrated.  I love how they seem to make incredible points and keep you wondering what is…
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This is a special announcement that I’ve been waiting to share with you for months. I am proud to share that the CFP Board and the Financial Planning Association are working together on a new scholarship titled the Richard B.(Dick) Wagner Memorial…
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What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herb de Cortina did.  Galen is an avid “gamer.”…
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Marie Swift and Impact Communications Marie has been the secret sauce behind a number of the great names in the financial planning industry. She and her team are some of the best PR and strategy advisors in the profession.  She has been a long standing…
Digital Marketing 4FP
Digital Marketing 4FP
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Death and taxes, right? And we only one have any ability to negotiate with the latter. Economists and The Proposed Tax Plan I received an email from the Sanders Institute and Dr. Stephanie Kelton, an admired family friend who has some of the most…
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Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management.  It helps to support your well being to be your best. For Principals, the process of being a business owner is can be…
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Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this week’s episode of the show.  Sophia is a millennial advisor who focuses on millennial clients. Often millennial clients aren’t ideal or even probable AUM clients.  That doesn’t…
Digital Marketing 4FP
Digital Marketing 4FP
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