AL EP 35: Jacob Wagner – Building Strong Relationships

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.