Leverage for Growth Podcast

AL EP 35: Jacob Wagner – Building Strong Relationships

Episode Date:Apr 28, 2023

Jake Wagner, the Founder & Principal of the 4FP Agency, talks about his passion for helping financial planners and his agency’s expertise in building effective growth systems. Wagner makes it clear that having a solid strategy and creating a deep relationship with clients is key to success in any business. Jacob Wagner discusses the importance of avoiding desperation in sales conversations and strategies, and instead focusing on building a deep relationship with clients. He also talks about his passion for financial planning and helping people achieve their financial goals, and shares his excitement for a new program that will offer a client acquisition system and technology coaching. He invites listeners to visit his website and download the Digital Marketing Essential Guide for Financial Planners.

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Show Notes

Connect with Jacob Wagner and The 4FP Agency here:
Web – https://4fp.co
LinkedIn – https://www.linkedin.com/in/jacobbwagner/
Facebook – https://www.facebook.com/DigitalMarketing4FP/

Episode Transcript

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You can check out the video of the episode here: https://youtu.be/8JtJCqGvcLA