Jacob Wagner

About Jacob Wagner

Creator of the Devoted Client Attraction Method and and Certified Digital Marketing Professional. I have been working with online compliance for state-registered, SEC and FINRA regulated individuals and firms since 2008. My services cater to financial professionals and are best-in-class solutions.We have both consulting and technology solutions available for the financial professionals who work with us.I specialize in creating helping firms build a metric-backed strategy to attract your ideal clients and the clients who will get the most out of working with you. Our technology solutions leverage automation and AI trained on your brand to make follow up a breeze, even if you\'re in a meeting with a client.Specialties: Expertise in client cultivation and retention, SEC and FINRA compliance concerns, software solutions, online strategies, firm operations, and product management with innovative solutions.

Experience

1. Founder and CEO

   The 4fp Agency

   Mar 2013 — Present · Portland, OR, US

   The 4FP Agency is a business growth and coaching firm consulting financial professionals such as Certified Financial Planner™ Professionals, Wealth Managers, Registered Investment Advisors and fee-only financial advisors. Firms that work with us are supported with proven systems, best in class tools, a world class team. Our Devoted Client Attraction Method program is a process that naturally helps identify what will help your firm grow and identify what you should measure to make the most impact. We help with: • Client Attraction Systems and strategy• Social media, website and digital marketing strategy • Comprehensive approach to your online and offline prospect and client cultivation• Understand the compliance needs of RIAs, IARs, CFP® Practitioners and B/D\'s• Ensure, optimize and cultivate your relationship with prospects and clients • Offer and advise on business grade SaaS and tech solutionsHelping firms and practitioners realize their dreams through effective client development.

Education

• The College of Wooster

  Bachelors of Arts - Psychology, Psychology, Behavioral Economics and Money emphasis

  1997 — 2001

Skills

• Video Editing
• Investment Advisory
• Investment Management
• Search Engine Ranking
• Customer Relations
• Small Business
• Money
• Currency Theory
• Financial Advisory
• Mac
• Editing
• Management
• Program Management
• Facebook
• Wordpress
• Blogging
• Hootsuite
• Public Speaking
• Social Networking
• Project Management
• Compliance
• Retirement Planning
• Entrepreneurship
• Life Coaching
• Social Media
• Social Media Blogging
• Asset Allocation
• Keyword Research
• Retirement
• Social Media Best Practices
• Integral Theory
• SEO
• Social Media Marketing
• Leadership
• Microsoft Office
• Financial Planners
• 401k
• Google Analytics
• Training
• Marketing Strategy