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?
Combining
Email Marketing and business communication suite
4FP Support Team
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
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)
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
Complete one 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)
We train you and your team (60 mins)
Then, our team is available to answer any question 24/7 from your platform dashboard
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 for SMS, Facebook, Instagram, and WhatsApp to engage customers, answer questions, and book appointments instantly.
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 signal to Google as it tries to rank your firm. We understand that compliance might prohibit it, and if so we just turn this system off. We also encourage all the firms we work with to have a way to share this important information with the search engines.
Automate responses to reviews, showing customers and search engines that your business is active and responsive.
Funnels AI
Get a custom funnel page with personalized images and text in seconds—just describe your business, and Funnel AI does the rest.
Workflow Assistant AI
Easily build or understand workflows by outlining your needs, and let Workflow AI Assistant handle the setup and explanations.
Preconfigured and then tailored to your business
After Onboarding
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 are your Prebuilt Assets?
The Financial Professional Snapshot comes with Prebuilt Assets that work together to create a seamless experience for you, your clients and
Financial Professional Snapshot Includes:
Meeting Reminders
Up to Three calendars pre-built and ready to use Intro Meeting Calendar
Request A Call Back Automations
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 Automation 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
Custom values, custom fields, tags & triggers
List of 20+ tags for segmenting your contacts
100+ triggers to automate any event
40+ Custom Values To Easily Install & Implement The Snapshot
Add-Ons
Host your Wordpress Website
Buy Domains
Yext Listings
How Pre-built automation supports your firm
Set up to Meet and Exceed Your Needs
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
One platform. Everything You need.
In One Place
Simplify with pre-built automation, enhance communication, and accelerate your growth, all with ease.
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:
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.
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 LinksWebsites
Opportunities and pipeline management
Triggers
Conversation AI
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
Membership Area
CalendarSurveys
Social Planner
Blogs
Business Operations
CRM
Invoicing (integrating with Stripe, PayPal or Authorize.net
Reporting for everything
Reports for phone use, employee tasks, social media engagement, email engagement and more...
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.
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!
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.
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
Websites
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
Websites
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
Websites
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