In this episode of the Failing to Success podcast, host Chad Kaleky interviews Jake Wagner, the founder of 4FP Agency, a digital marketing agency that specializes in financial planning. Wagner, who learned the value of money from his father, decided to start an agency that would help financial planners with their marketing. He combined the skills he learned from some of the best financial planners and used them to create a process that makes it easier for clients to find their ideal customers.
Wagner talks about his journey from running a tech consultancy business from 2013 to 2017 to establishing a marketing company in 2017. He explains how partnering with Digital Marketer helped him to move from creating websites and funnels to building systems that help clients find their ideal customers in a predictable and planned way. Wagner also shares a struggle he encountered in building out his business, which involved taking out a loan and paying it back at a weekly rate of $500.
In summary, Wagner's agency helps financial planners to market themselves more effectively by using a systematic approach to identifying and targeting their ideal customers. His partnership with Digital Marketer has helped to take his business to the next level. However, he has faced challenges along the way, including taking out a loan that required him to pay back $500 a week.
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Website links:
Jake Wagner from 4FP Agency: https://4fp.co/
Chad Kaleky from Cosmic Design: https://www.cosmicdesign.io/
Timestamps:
00:00:00 Intro
00:02:20 The Struggle
00:04:34 The Strategy
00:08:14 Contact Jake
