In this episode of Traversing Entrepreneurship, we are extremely excited to be joined by Jake Wagner, CDMP as he shares proven strategies and insights to help financial professionals attract their ideal clients, deliver exceptional service, and grow a sustainable business. Whether you're a seasoned advisor or just starting out, you'll find actionable tips and real-world examples to take your practice to the next level. Tune in and start optimizing your marketing, operations, and client experience today.

This week on Traversing Entrepreneurship:

0:01:55 Jake discusses what motivated him to start his own agency instead of continuing to work for other startups.

0:05:00 Jake explains his transition from technical advising to a full-stack marketing agency approach.

0:09:10 Jake and Derek discuss the importance of aligning marketing efforts with the advisor's unique personality and brand.

0:13:15 Jake shares how his upbringing in the financial planning profession influenced his focus on supporting that industry.

0:20:00 Jake emphasizes the importance of the "doctor frame" when working with clients, versus a "salesman" approach.

0:25:00 Jake outlines his three-part consulting process for helping financial professionals with their marketing.

0:32:44 Jake discusses the challenges of working in an oversaturated market and the importance of finding the right advisor-client fit.

0:40:45 Jake provides advice for aspiring entrepreneurs on focusing first on their offer and ideal client.

1:18:22 Jake shares how to get in touch with him and his key recommendations for financial professionals, including having a marketing plan, meaningful metrics, and the right tools and advisors.

Connect with Jake:

LinkedIn: https://www.linkedin.com/in/jacobbwagner/

Email: [email protected]

Website: www.4fp.co

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall’Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

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