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Digital Marketing 4FP (for Certified Financial Planner Professionals)

Digital Marketing 4FP (for Certified Financial Planner Professionals)

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We share the best client attraction and digital marketing techniques for Financial Professionals.

Recent Episodes

  • S2 E10 | Repurposing Content with Dennis Yu

    3 years ago

  • S2 E09 | Be on the winning side of the interest rate

    3 years ago

  • S2 E08 | College Planning and Funding Advice

    4 years ago

  • S2 E07 | Communicate more clearly with your clients

    4 years ago

  • S2 E06 | What is your Money Quotient?

    4 years ago

  • S02 E05 | A Community of Paraplanners

    4 years ago

  • S2 E04 | Appreciative Coaching with Jody Jacobson

    4 years ago

  • S2 E03 | Deeper Answers with Motivational Interviewing

    4 years ago

  • S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)

    4 years ago

  • S2 E01 | What does Crystal Know about your next client?

    5 years ago