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4FP Agency (for Financial Planners)

Portland, Oregon, United States
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PPC, SEO, and fractional CMO services built specifically for financial advisors and RIAs

The 4FP Agency works exclusively with financial advisors, CFP® professionals, and RIAs, offering services that include managed PPC, a Search Titan SEO suite, and a Don't Pay Till You Rank program. Fractional CMO support extends into a Devoted Client Attraction Method and a Marketing Guide built for CFP® practitioners, alongside CFP® continuing education programs.

Operations run on the 4FP High Level software platform, paired with ComConnect for compliant file sync, AI voice and chat agents, and concierge onboarding with 24/7 support. The agency describes itself as born and raised in the financial planning profession, positioning its process around helping financial planners show up and rank in search results for their target audience.

5
SERVICES

Capabilities

Category

Digital Marketing

Services

What these services involve

Email Marketing
Email campaigns and lifecycle flows to retain and convert customers.
Lead Generation
Multi-channel campaigns and systems designed to generate qualified leads.
Marketing Automation
Automated customer journeys across email, CRM, and marketing tools.
Social Media Management (SMM)
Ongoing social content planning, publishing, and community management.

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