FINANCIAL ADVISORS:

5 Shifts to Naturally Attract your Next Ideal Client

Create a data driven ideal client acquisition system

That consistently attract clients you are uniquely suited to serve

Reserve Your

Free Day Pass!

Act Fast - You Don't Want To Miss This!

What You'll Learn During This Free Training:

  • A step by step game plan to naturally magnetize the people with whom you are uniquely suited to serve.

  • The secret to creating a system that guides your ideal client to your front door

  • Why not considering the unique needs of the people who you serve limits your impact as a professional.

  • How to use automated tools to create an elegant high tech / high touch client experience that saves you time every week.

  • AND how we do all of this with a simple system that highlights problems before they arise.

Presented By

Jake Wagner, CDMP

Jake is born and raised in the financial planning profession.

His first FPA Retreat was 2002. He learned about the importance of financial planning from the planners who attended that Retreat and Nazrudin Project Gatherings.

From a financial planning entrepreneurial family, Jake created the 4FP Agency to support financial planners with acquiring their ideal clients and creating Client Attraction Engines so that firms can have stable growth while they help the clients they'll serve best..

As an agency, we are strategic business growth consultants who use a proven process based on the natural process of human intimacy to help CFP® Professionals, Financial Advisors, Wealth Managers and Registered Investment Advisors (RIAs) to create tailored marketing systems that entice and attract your ideal client.

More than marketers, we help businesses with their entire client life cycle building healthy growth systems.