Streamline Your Financial Planning Practice with 4FP High Level

Ditch the fragmented software stack—our all-in-one marketing and business suite is designed exclusively for CFP® professionals

Getting Started is Easy

with the Financial Professional Snapshot

Tailored to You

We train your team and tailor the platform to your company

World Class Support

Available 24/7

What is 4FP High Level?

All-in-one Business Management Suite Combining

Email Marketing and business communication suite

4FP Support Team

4FP Support Team Available 24/7

Financial Planner Snapshot

financial planner snapshot

Pre-built, so your firm is ready to go after onboarding!

No need to spend 100's of hours customizing your platform, it's done for you

The ultimate marketing suite

Designed to support CFP® Practitioners and financial professionals

Now Including

With either the 4FP Pro or 4FP Pro + LMS Plans

SEC and FINRA compliant File Sync and Backup

The Problem:

The Fractured Tech Stack Holding You Back

Financial Planners’ Biggest Tech Challenges:

  • Though helpful, figuring our tech is time away from client work

  • Managing multiple dashboards and platforms

  • Struggling with Zapier connections and software integration

  • Wasting time on repetitive marketing and communication tasks

  • Not having your team on the same page

  • Losing clients due to inefficient follow-ups

The Cost of Inaction:

  • Frustration, inefficiency, a frustrating client experience, and missed opportunities to grow your practice.

The Solution:

A Marketing & Communication Suite Built for Financial Planners

4FP High Level consolidates your entire tech stack into one intuitive platform:

  • CRM, email marketing, appointment scheduling (basically every tool you will need)—all seamlessly integrated.

  • Automated follow-ups and smart workflows to keep clients engaged.

  • Advanced reporting and analytics to track your firm’s growth.

Concierge Onboarding is easy as 1,2,3

After signing up you

  1. Complete one form with the details about your business (10 mins)

  2. Meet with our onboarding team to setup the technical details (60 mins)

  3. We tailor the system to your needs (1 week)

  4. We train you and your team (60 mins)

    Then, our team is available to answer any question 24/7 from your platform dashboard

    Need something else built? We have a great team available for custom work.

Now with AI EMPLOYEE

Welcome to an AI-infused space where sales, marketing, and CRM unite to strengthen your brand and skyrocket your earnings

AI-Driven Productivity with a suite of AI tools trained to support and represent your brand

Voice AI

Voice AI handles calls, updates contacts, and sends follow-up emails with ease, even kicking off workflows when needed.

Conversation AI

Create chatbots that know your brand and drive conversations to your booking link.

Connect your AI chatbot to SMS, Facebook, Instagram, and/or WhatsApp.

Engage customers, answer questions, and book appointments on autopilot.

Content AI

Tell Content AI what you need written, and it’ll deliver custom copy and images that match your style and tone.

Reviews AI

If compliance permits you to solicit reviews, automation is the best way to ensure every client is asked in the exact same way.

Reviews are a crucial data signal to Google as it tries to rank your firm.

We understand that compliance might prohibit it, and can just turn this system off.

Automate responses to reviews, showing customers and search engines that your business is active and responsive.

Funnels AI

Generate a custom funnel with the click of a button—just describe your business, and Funnel AI does the rest.

Workflow Assistant AI

Easily build workflows by outlining your needs, and let Workflow AI Assistant handle the setup.

4FP High Level vs. Go High Level

Feature

Pre-Built for CFP® Pros

Concierge Onboarding

Compliance-Focused Features

24/7 Support

Robust Automations

Go High Level

❌ Starting at square 1

❌ Limited

❌ Generic

❌ Standard

❌ Not included

4FP High Level

✅ Turn Key & Full Featured

✅ Done-for-You

✅ Tailored to Financial Pros

✅ Industry-Specific Experts

✅ Designed to support financial professionals

The quality and features of Hubspot, Keap, and other high end marketing platforms,

for 33% the cost of the cost (and better support)

How Pre-built automation supports your firm

Built to Meet and Exceed Your Needs

  • UPDATE THIS SECTION Complete a form with the details about your business (10 mins)

  • Meet with our onboarding team to setup the technical details (60 mins)

  • We tailor the system to your needs (1 week)

  • You meet with our training team (60 mins)

  • We are available to support you 24/7 from within the platform

What does "Prebuilt" Mean?

The Financial Professional Snapshot comes ready to rock, out of the box!

with Prebuilt Assets that work together to create a seamless experience for you, and your clients

Financial Professional Snapshot Includes:

Integrated Calendars and Meeting Software

• Three pre-built calendars that we will connect to your existing system

• Integrate with Google or Outlook Calendars

Meeting Reminders

• We go through A2P Compliance for you!• Meeting Reminders (SMS and email)

• Request A Call Back Automation

• Email/SMS Subscription Management

• Show, Cancellation, & Reschedule Sequence

And tons more…

Funnels & Forms

• 7+ Templated Funnels

• 11+ Pre-placed Forms

• Templated Website Pages ready to use

• 4 High Converting Lead Opt-Ins Ready to Customize

And More, ready to go

Templated Messaging

Schedule An Appointment

• 52 Weekly Nurture Text Messages

• 52 Weekly Nurture Emails

• 12 Holiday Emails with your brand

• 7 Getting Started Emails

• Holiday & Birthday Promos

• Lost/Inactive Client Workflows

• No-Show Workflows

• Follow-Up Workflows

• Appointment Reminders, Etc.

Pipelines

Easy to manage pipelines and fully automated

• Automated Email Reminders creating next steps for every meeting

• Pipelines for appointment requests, lead opt-ins, cancellation/No show pipeline

• Automated Sales Pipeline

• Extensive Workflow Automations

• Pipelines, & Intake Forms

Extensive Workflows

• 100+ Workflow Automating Actions

• Website Schedule A Call Back Button

• Automated Review Requests

• Email Opt-In Lead Sequence

And So Much More…

Tech just making it work

• Tags, Custom Fields, Custom Values and more

• List of 20+ tags for segmenting your contacts

• 100+ triggers to automate any event

• 40+ Custom Values under the hood making your life easier

Add-Ons

• Host your Wordpress Website

• Buy Domains

• Yext Reputatin Management Listings

• What's App Integration

One platform. Everything You need.

In One Place

Simplify with pre-built automation, enhance communication, and accelerate your growth, all with ease.

Your Support Resources

Documentation and access to our support team on every page

Chat on Every Screen

You can access our support team at any time from your dashboard with both chat and ticket based support. They will jump in with you to help you fix your issue, or jump on a Zoom meeting to help you.

Walkthrough Guides

Easily searchable and ever growing library of support topics with step by step instructions.

Escalated Support

If our team can't help you through chat we will schedule to meet with you on zoom to resolve your issue or escalate it to our internal teams to be fixed in the background.

Training Videos

A separate series of training videos that allows your to easily train your team. Get new users up to speed with just the parts of the software that are most important them.It’s the fastest way to train new users from start to finish.

Custom Development Team

Go to The "Request Help!" section of your dashboard and ask for custom modifications to your platform.

Feature Highlight:

Fully Automated Booking

Automatically book leads and prospects to your calendar without lifting a finger.

AUTOMATED NURTURE CONVERSATIONS

Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.

FULL CUSTOMIZATION OF MESSAGING

Use Conversation AI to get prospects to book while you're in meetings or making plans.

ARTIFICIAL INTELLIGENCE BUILT IN

HighLevel allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation with Voice AI and Conversation AI.

Tools for every stage of the process

All the tools you need in one platform without having to "duct-tape" multiple platforms together!

Capture

Capture leads using our prebuilt landing pages, surveys, forms, calendars, inbound phone system & more!

Nuture

Done for you nurture sequences and holiday messages to maintain consistent communication with your audience.

Close

Built in tools to track your pipeline, send contracts, schedule appointments, and track analytics!

Feature Highlight:

Nurturing, Holiday and Birthday Messages

Automatically book leads and prospects to your calendar without lifting a finger.

IF A CONTACT HAS A BIRTHDAY

They will automatically receive a happy birthday message

HOLIDAY MESSAGES

There are 12 predesigned holiday emails to keep in touch with your audience

AUTOMATED NURTURE CAMPIAGNS

Templated email and sms nurture campaigns that promote the values of a fiduciary fee-only financial planner.

Turnkey and Ready to Use

What Features are included?

ALL THE TOOLS IN ONE PLATFORM

The HighLevel Platform has everything that financial planning firms need to manage their client's leads, websites, funnels, calendars and many other services that are needed to maintain a loyal client base.

Engagement

• Missed Call Text Back

• 2 Way Text & Email Conversation

• GMB Messaging

• Web Chat widget

• Reputation Management

• Facebook Messenger

• GMB Call Tracking

Marketing & Automation

• Email Marketing Campaigns

• Forms to integrate your website

• SMS and Email Templates

• Holiday Campaigns

• Funnel Templates

• Workflows

• Trigger Links

• Opportunities and pipeline management

• Triggers

Communication

• Booking calendar for every member of the team with reminder automations)

• UNLIMITED Contacts

• Unlimited VOIP Phone Numbers

• Forward phone lines to your cell phone or other

• A2P COMPLIANT SMS (10DLC verification done for you)

• MOBILE APP for both iPhone and Android

• Membership Areas to cultivate your community

• Calendar

• Surveys

• Social Planner

• Blogs

Business Operations

• Fully integrated CRM to centralize communication

• Invoicing (integrating with Stripe, PayPal, etc.)

• Reporting for everything

• Reports for phone use, employee tasks, social media engagement, email engagement and more...

Go Pro + LMS

Cultivate a thriving community

FULL FEATURED COURSE MANAGEMENT

Build Full Courses with unlimited video hosting and unlimited users.

OFFER FREE AND PAID COURSES

With our full Platform you can sell courses or offer courses for free, all in one product!

Community Areas

Cultivate your private community with our secure forums. Allowing the conversation to open up and the magic of community cultivation to unfold!

UNLIMITED!

We offer unlimited users, offers, products for your courses, etc. We want you to have the tools that you need and for them to work the way you want. You can create courses for your clients or for your own team!

Consolidate costs with 4FP High Level

and 1000s of integrations through Zapier

Getting Started with 4FP Agency's GoHighLevel

Concierge Onboarding and Financial Professional Snapshot

Setup Fees for $300 (Valued at $1000)

Lite Plan

$97/month

$97 USD if paid monthly

  • 2 Way Text & Email Conversation

  • GMB Messaging

  • GMB Call Tracking

  • Calendar

  • CRM

  • Email Marketing

  • Campaigns

  • Workflows

  • SMS & Email Templates

  • Forms

  • Triggers

  • Reputation Management

  • Reporting for Google Ads, Facebook Ads, & Phone calls

  • Website Chat Bot

  • Facebook Messenger

  • Text To Pay

  • Social Planner

  • Invoices

  • Proposals & Estimates

  • Contracts & Digital Signatures

  • Payouts to your bank account

  • Opportunities

  • Membership Communities

  • eCourse Software

  • Certificates

  • Blogs

Most popular

Professional Plan

$297/month

  • Web Chat

  • Facebook Messenger

  • Text To Pay

  • Social Planner

  • Surveys

  • Invoices

  • Proposals & Estimates

  • Opportunity/Deal Management

  • Contracts & Digital Signatures

  • Payouts to your bank account

  • All tools you need to manage payments

  • Blogs

  • 2 Way Text & Email Conversation

  • GMB Messaging

  • GMB Call Tracking

  • Calendar

  • CRM

  • Email Marketing

  • Campaigns

  • Workflows

  • SMS & Email Templates

  • Forms

  • Triggers

  • Reputation Management

  • Reporting for Google Ads, Facebook Ads, & Phone calls

  • Membership Communities

  • eCourse Software

  • Certificates

BONUS!!!

FINRA/SEC Compliant File Backup and Protection Cloud with ComConnect File Sync

Includes Your Private cloud with 5Tb of protected storage and one user (additional users are $15/month

Professional Plan with LMS

$386/month

  • Membership Communities

  • eCourse Software

  • Certificates

  • Web Chat

  • Facebook Messenger

  • Text To Pay

  • Social Planner

  • Surveys

  • Invoices

  • Proposals & Estimates

  • Opportunity/Deal Management

  • Contracts & Digital Signatures

  • Payouts to your bank account

  • All tools you need to manage payments

  • Blogs

  • 2 Way Text & Email Conversation

  • GMB Messaging

  • GMB Call Tracking

  • Calendar

  • CRM

  • Email Marketing

  • Campaigns

  • Workflows

  • SMS & Email Templates

  • Forms

  • Triggers

  • Reputation Management

  • Reporting for Google Ads, Facebook Ads, & Phone calls

BONUS!!!

FINRA/SEC Compliant File Backup and Protection Cloud with ComConnect File Sync

Includes Your Private cloud with 5Tb of protected storage and three users (additional users are $15/month

Q: How is 4FP High Level different from Go High Level?

A: 4FP High Level is pre-configured for CFP® professionals, with automations, workflows, and support tailored for the financial planning industry.

Q: Does this replace my CRM, email marketing, and scheduling tools?

A: Yes! It consolidates your entire marketing and business communication suite into one platform.

Q: Is this platform secure?

A: Yes, 4FP High Level follows best practices for data security and provides client communication tracking to help you stay organized.

Q: Do I need technical skills to use it?

A: No! The system is designed to be intuitive, and our concierge onboarding ensures a smooth transition.

Q: Can I migrate my existing client data?

A: Yes! We assist with importing contacts, calendars, and key data.

Q: Does 4FP High Level help with compliance?

A: While we do not guarantee compliance, our features help keep client communications organized for regulatory documentation.

Q: How long does onboarding take?

A: Most advisors are fully set up within a week to 10 days, depending on customization needs.

Q: What happens if I need advanced customizations?

A: Our support team is here to help fine-tune automations and workflows as your business grows.

DO YOU WANT TO ATTRACT IDEAL CLIENTS?

Every tool that we offer at the 4FP Agency is chosen with the goal of helping you attract and maintain a great group of ideal clients.

DO YOU WANT TO KEEP YOUR CLIENTS FOR DECADES?

With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients happy.

DO YOU WANT TO CONSOLIDATE COSTS?

Rather than multiple systems and costs, you have everything you need in one place.

Our Guarantee

Standing Behind Your Investment

We are so confident in our products and services, that we back them with a 60 day guarantee.

If within the first 60 days of ownership you are not satisfied with the capabilities of our tools, you can request a refund (minus costs for work completed) by writing to [email protected] or by calling +1 (503) 994-5669