⭐ 4.9 (7 reviews)

FidUlink AI and The 4FP Agency

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The 4FP Agency specializes in providing comprehensive digital marketing and lead generation solutions exclusively for financial planners and RIA firms. The firm’s core offerings center on their 'Search Titan' suite, which provides paid ad management including Google PPC and Local Service Ads (LSA), as well as SEO services, notably featuring a 'Don’t Pay Till You Rank' program. Their approach to marketing is structured around the 'Devoted Client Attraction Method,' a methodology designed to help advisors define their ideal client profile, measure marketing performance, and cultivate referrals. Beyond core advertising and search services, the agency provides branding and creative support through 'Brand Blueprints,' and offers email marketing assistance via the 4FP High Level software platform. This platform functions as a business management and communication suite, featuring pre-templated assets for financial professionals, AI-driven voice and chat agents, and tools for compliant file synchronization. The agency supports clients with educational resources, including on-demand training, masterclasses, and CFP® CE-eligible programs to help advisors manage their own marketing efforts. Their service model includes fractional CMO consulting to assist financial professionals in integrating social media strategies, website presence, and CRM management to streamline lead generation while ensuring regulatory compliance.

David Carlina year ago

We have been working for jacob and his team for over a year now and it has been excellent we are very satisified, highly recommend!

Garretta year ago

Jake has been incredibly helpful to my financial planning firm. He’s provided a ton of resources and guidance around defining my target audience. With so many directions you can go in marketing, Jake helped me focus on what actually moves the needle. I appreciate his insight and strategic thinking. Thanks for all your help!

Brad Marro3 years ago

I will first start by saying, I had an idea about social media for my company vs my private media. 4FP, CLEARLY understood the sensitive nature I went about advising my clients, and gave them wonderful support. Greatful to have well thought out individuals. In the game of marketing, everyone has a statement or strategy, I happen to have made the impact I was hoping for, which why hired them. Looking forward to providing more resources for more results. I will say, communication could be a bit better. It's clear they have a lot going on. I believe they like to keep it close. Just saying, when I'm asking, I'm asking. AND THEY DELIVER. 4.62 stars. Also thanks... Again.

Mark Ziety4 years ago

They walked me through a structured process to develop my marketing plan.

Charlotte Mabry4 years ago

Jake Wagner has a very thorough knowledge of the needs of Financial Planners and RIA’s. He and Natasha Hoggett will listen, edit, and carefully explain what needs to come next with the funnel that explains everything. I am launching a new firm after leaving the fund I confounded with a partner of 30+ years. I am having to adjust and learn the marketing landscape that works in today’s environment. 4FP has saved me from myself and given me the help I need for today’s market. Jake has Financial planning in his blood. Jake and his sister are carrying on the work done by their father who created Finology! Richard Wagner gave us all a great legacy! Natasha has the eye of an artist, the graphic ability to put words and pictures together and a heart of gold. These two actually listen to me! I absolutely look forward to every Zoom with them. I always feel wonderful as I see the progress I am making. 4FP is my secret weapon. To know this stunning partnership is to love them . Do not hesitate to take the opportunity to talk with them!