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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)

222 followers
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Want to start your own firm? In this episode Rianka shares how she started moved from being an employee at a traditional (AUM) Registered Investment Advisor to starting Your Greatest Contribution.  There’s some wonderful hints, tips and warnings for the…
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A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, Illinois to learn what it was like To Think… Like a CFP® as a community.  It was humbling and inspiring.  This was my 5th gathering and I’ll be sad if it’s my…
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Scott Wentworth knows how to write.  He’s made a career out of it and uses those skills to help planners. Growing from a necessity to a passion, now Scott is the CEO and Founder of Wentworth Financial Communications.  His firm is dedicated to compliant…
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Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You’re a Financial Planner, now what?  Hannah’s podcast is based on a project that started in Dallas, Texas that she’s taken on and taken to the next level by bringing…
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This post has taken a while to write.  It’s weird.  Thinking that I’m not going to talk to him anymore. Many readers are aware, but I’m sure not all, that my father, Richard B Wagner JD CFP® (his friends called him Dick.  I called him Dad or Pops)  passed…
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This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does.  Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed…
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Originally posted on Claire Akin’s Blog with the Indigo Marketing Agency This week, I am up in the mountains east of San Diego creating my new online course, The Marketing Guide for Financial Advisors, so I’m excited to feature a guest post from Jake…
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