That consistently attract clients they are uniquely suited to serve
A step by step game plan to naturally magnetize the people with whom you are uniquely suited to serve.
Why not considering the unique needs of the people who you serve best limits your impact as a professional.
The secret to creating a system that guides your ideal client to your front door
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.
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.