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Podcast title Digital Marketing 4FP (for Certified Financial Planner Professionals)
Website URL http://digitalmarketing4fp.com...
Description We share the best digital marketing techniques for Financial Planners.
Updated Mon, 06 May 2019 14:52:32 +0000
Image Digital Marketing 4 Financial Planners
Category Business

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Link to this podcast Digital Marketing 4FP (for Certified Financial Planner Professionals)


1. E26 | Video Speaks the Story of Your Brand
https://soundcloud.com/digital... download (audio/mpeg, 39.12Mb)

Description: Idea 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 word 4:45 Bringing your authentic POV to your audience 7:50 Onboarding new clients with an Airplane Video from the team at Center for Financial Planning 10:45 Laura attempts hard math (don’t judge) 11:40 Pre-shoot jitters and fixes in post-production 14:45 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 step that so many people skip 26:40 What you could be doing with video on Facebook that you didn’t even know about (Sharon talks pixels!) 30:45 Taking your bio to the big screen 32:15 When your video needs a refresh 35:00 Jake talks about “exposing yourself” 37:00 How to get started — even if it’s DIY 39:30 A little something special for the listeners! #freebie

2. E25 | White boarding videos, dopamine and your clients
https://soundcloud.com/digital... download (audio/mpeg, 38.42Mb)

Description: Why 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

3. E24 | Finding Clients and Watching Video Games
https://soundcloud.com/digital... download (audio/mpeg, 40.07Mb)

Description: Galen 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 firm 2:19 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 planning 15:26 The challenges of finding clients in this niche 21:58 Galen talks student loan initiatives 26:31 How Galen's marketing is moving his firm forward. 31:38 Galen gives advice to other planners

4. E23 | What it means to be a credible authority
https://soundcloud.com/digital... download (audio/mpeg, 73.03Mb)

Description: E23 | What it means to be a credible authority by Digital Marketing 4FP

5. E22 | Off Time Management (part 2)
https://soundcloud.com/digital... download (audio/mpeg, 30.97Mb)

Description: 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.

6. E21 | Moving Beyond AUM and finding HENRYs (part 1)
https://soundcloud.com/digital... download (audio/mpeg, 50.10Mb)

Description: 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.

7. E20 | How a Business Coach helps you overcome Imposter Syndrome
https://soundcloud.com/digital... download (audio/mpeg, 43.57Mb)

Description: E20 | How a Business Coach helps you overcome Imposter Syndrome by Digital Marketing 4FP

8. E19 | What is your Digital Presence?
https://soundcloud.com/digital... download (audio/mpeg, 54.69Mb)

Description: 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?

9. E18 | Rianka started her RIA to do more
https://soundcloud.com/digital... download (audio/mpeg, 32.23Mb)

Description: Rianka 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.

10. E17 | 5 Steps To Effective Writing
https://soundcloud.com/digital... download (audio/mpeg, 42.44Mb)

Description: Take 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.

11. E16 | Podcasting for Financial Planners
https://soundcloud.com/digital... download (audio/mpeg, 48.77Mb)

Description: Hannah 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.

12. E15 | A Prospect Will Qualify Themselves, If You Ask
https://soundcloud.com/digital... download (audio/mpeg, 37.51Mb)

Description: Wouldn'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.

13. E14 | Learning to be a Smart Financial Planner from Holland
https://soundcloud.com/digital... download (audio/mpeg, 30.55Mb)

Description: I’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.

14. E13 | It’s all about the niche
https://soundcloud.com/digital... download (audio/mpeg, 37.09Mb)

Description: Claire 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.

15. E12 | How to Hire Interns from Universities
https://soundcloud.com/digital... download (audio/mpeg, 41.66Mb)

Description: Eddie 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.

16. E11 | Why Study Groups are important for professionals
https://soundcloud.com/digital... download (audio/mpeg, 43.61Mb)

Description: Why would a professional need a "study group"? Eddie Kramer shares how his study group helps him develop as a professional.

17. E10 | CFP® Succession in Texas
https://soundcloud.com/digital... download (audio/mpeg, 29.02Mb)

Description: It'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.

18. E09 | Kate Holmes takes her practice around the world
https://soundcloud.com/digital... download (audio/mpeg, 26.67Mb)

Description: Kate 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.

19. E08 | Using Technology to be a better CFP®
https://soundcloud.com/digital... download (audio/mpeg, 32.92Mb)

Description: 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.

20. E07 | How one CFP® works with the press (part 2)
https://soundcloud.com/digital... download (audio/mpeg, 31.18Mb)

Description: 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.

21. E06 | Eric Roberge on working with the press (part 1)
https://soundcloud.com/digital... download (audio/mpeg, 24.32Mb)

Description: 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.

22. E05 | Cultivating the client experience with technology
https://soundcloud.com/digital... download (audio/mpeg, 27.19Mb)

Description: John 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.

23. E04 | Derek R Lawson on launching his website
https://soundcloud.com/digital... download (audio/mpeg, 47.85Mb)

Description: Derek 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.

24. E03 | Raquel Hinman shares about her social media manager
https://soundcloud.com/digital... download (audio/mpeg, 25.20Mb)

Description: Raquel 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.

25. E02 | John Buerger talks about Twitter (part 1)
https://soundcloud.com/digital... download (audio/mpeg, 30.43Mb)

Description: John Buerger shares his experiences with Twitter and his tool, the Wealth Health Index. (part 1)

26. E01 | Matt Becker on his eCourses
https://soundcloud.com/digital... download (audio/mpeg, 0.00Mb)

Description: Matt 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.