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
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
4FP High Level vs. Go High Level
The quality and features of Hubspot, Keap, and other high end marketing platforms,
for 33% the cost of the cost (and better support)
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
Frustration, inefficiency, a frustrating client experience, and missed opportunities to grow your practice.
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.
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
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 handles calls, updates contacts, and sends follow-up emails with ease, even kicking off workflows when needed.
Create chatbots for SMS, Facebook, Instagram, and WhatsApp to engage customers, answer questions, and book appointments instantly.
Tell Content AI what you need written, and it’ll deliver custom copy and images that match your style and tone.
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.
Get a custom funnel page with personalized images and text in seconds—just describe your business, and Funnel AI does the rest.
Easily build or understand workflows by outlining your needs, and let Workflow AI Assistant handle the setup and explanations.
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
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…
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
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.
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
100+ Workflow Automation Actions
Website Schedule A Call Back Button
Automated Review Requests
Email Opt-In Lead Sequence
And So Much More…
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
List of 20+ tags for segmenting your contacts
100+ triggers to automate any event
40+ Custom Values To Easily Install & Implement The Snapshot
Host your Wordpress Website
Buy Domains
Yext Listings
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
Simplify with pre-built automation, enhance communication, and accelerate your growth, all with ease.
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
Capture leads using our prebuilt landing pages, surveys, forms, calendars, inbound phone system & more!
Done for you nurture sequences and holiday messages to maintain consistent communication with your audience.
Built in tools to track your pipeline, send contracts, schedule appointments, and track analytics!
Automatically book leads and prospects to your calendar without lifting a finger.
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
Use Conversation AI to get prospects to book while you're in meetings or making plans.
HighLevel allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation with Voice AI and Conversation AI.
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.
Missed Call Text Back
2 Way Text & Email Conversation
GMB Messaging
Web Chat widget
Reputation Management
Facebook Messenger
GMB Call Tracking
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
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
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...
Automatically book leads and prospects to your calendar without lifting a finger.
They will automatically receive a happy birthday message
There are 12 predesigned holiday emails to keep in touch with your audience
Templated email and sms nurture campaigns that promote the values of a fiduciary fee-only financial planner.
Cultivate a thriving community
Build Full Courses with unlimited video hosting and unlimited users.
With our full Platform you can sell courses or offer courses for free, all in one product!
Cultivate your private community with our secure forums. Allowing the conversation to open up and the magic of community cultivation to unfold!
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!
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.
Easily searchable and ever growing library of support topics with step by step instructions.
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.
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.
Go to The "Request Help!" section of your dashboard and ask for custom modifications to your platform.
$97/month
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
$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
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
$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
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
A: 4FP High Level is pre-configured for CFP® professionals, with automations, workflows, and support tailored for the financial planning industry.
A: Yes! It consolidates your entire marketing and business communication suite into one platform.
A: Yes, 4FP High Level follows best practices for data security and provides client communication tracking to help you stay organized.
A: No! The system is designed to be intuitive, and our concierge onboarding ensures a smooth transition.
A: Yes! We assist with importing contacts, calendars, and key data.
A: While we do not guarantee compliance, our features help keep client communications organized for regulatory documentation.
A: Most advisors are fully set up within a week to 10 days, depending on customization needs.
A: Our support team is here to help fine-tune automations and workflows as your business grows.
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.
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.
Rather than multiple systems and costs, you have everything you need in one place.
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