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Drip your RIA with Style and Swagger Challenge (Sept)
We will guide you in a step-by-step process that helps you level up your firm’s style and digital brand.

This challenge will take 30 minutes over 3 days, you will have a guide to share with new hires and freelancers containing all the details that they need to know.
Sep 21, 2021 11:00 AM
Sep 22, 2021 11:00 AM
Sep 23, 2021 11:00 AM
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Speakers

Jacob Wagner
CDMP @4FP Agency
In 2013 Jake started Wagner Communication Systems. It was easy to see how difficult the internet and software landscape can be for Certified Financial Planners™. He established the firm to help CFP® Professionals by coaching and implementing the best compliant digital marketing strategies available. After working under the Wagner Communication Systems banner for 2 years Jake started the Digital Marketing 4FP podcast and in May of 2017, he rebranded his firm to Digital Marketing 4FP, LLC. We bridge the gap between your tech needs, the six-step financial planning model taught by the CFP Board, and approved certificate programs and match that with your business’s demands to create an engaging high tech / high touch experience for you and your clients. Our solutions enrich your firm’s online presence and support you and improve your bottom line with contemporary digital marketing strategies.