Digital Marketing 4FP, LLC
Jake is a certified digital marketing professional focusing on the digital marketing needs and best interests of CFP® professionals, RIAs and fee-only advisers. He has been an expert in online compliance requirements for state-registered, SEC, and FINRA regulated firms since 2008 and is the host of the “Digital Marketing 4FP" podcast.
In addition, Jake is passionate about honoring the life, legacy and work of his father, the late Richard B Wagner, JD, CFP®. His lectures expand the concepts and ideals of Financial Planning 3.0 and Finology. Jake is currently serving on Money Quotient Research and Education Task Force.
Thursday, May 9
8:00 AM – 9:00 AM