Practice Management: Understanding Your Ideal Client’s Driving Motivations Better Than They Do

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Includes a Live Web Event on 01/07/2025 at 1:00 PM (EST)

In this powerful, interactive session, we go beyond the surface of client demographics to uncover the deep-seated motivations driving your ideal client. We’ll explore the crucial psychographics that influence their decision-making during one of the most pivotal moments in their lives—divorce.

By the end of this session, you will have crafted a comprehensive profile that captures not only your client’s hopes and aspirations but also their fears, frustrations, and key decision drivers. You’ll leave equipped with a practical, actionable framework that will allow you to communicate with empathy, anticipate your client’s needs, and build trust from the first interaction to the final decision.

This session isn’t just about understanding your clients; it’s about positioning yourself as the advisor they’ve been searching for—one who truly understands them at every stage of their journey.

Jacob B. Wagner

CDMP

Principal and CEO, The 4FP Agency

The 4FP Agency is a Strategic Growth Agency dedicated to empowering financial professionals to grow their firms with precision and purpose. At the helm is Jake Wagner, whose mission is to help you scale your business and elevate the financial planning profession. Through proven client attraction systems—integrating metrics, defined goals, and a strategic roadmap—we enable you to connect deeply with your ideal clients.

Jake brings over two decades of industry expertise, having begun his career in 2002 with an RIA in Chicago. Since then, he’s worked with numerous RIAs and has remained a prominent figure in the marketing and financial planning communities. As a leader, Jake serves on the Advisory Council for the Traffic and Conversion Summit, offering insights at the cutting edge of marketing strategies.

With a keen interest in integral thinking, Jake has collaborated with thought leaders like Ken Wilber at the Integral Institute and is trained in Spiral Dynamics Integral. He produced Richard B. Wagner’s seminal book, Financial Planning 3.0, and co-founded the What Is Finology Project alongside Dick Wagner, furthering the conversation on Financial Life Planning.

Jake’s deep understanding of compliance, cultivated since 2008, ensures his strategies are as compliant as they are effective, navigating diverse regulatory environments with ease. At 4FP, we’re not just about growth—we’re about building the future of financial planning.