wagner comm overview presentation

p. 303.725.1219e. [email protected]

www.wagnercommsystems.com

Tech Solutions and Strategies for Financial Planners



Tech Solutions and Strategies for Financial Planners

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Your Tech Resource

Do people who visit your website understand how your firm will help them invest wisely?

Are you concerned with maintaining compliance in an ever changing technology environment?

Are you losing business because you don’t have effective online reputation management?

When was the last time you used the Yellow Pages?

How about Google?

Does your firm have a cohesive online presence?

Website – LinkedIn – Google

We have a suite of knowledge and tools to provide you with solutions and strategies tailored for your firm’s success



ABOUT US



ABOUT US

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Wagner Communications is here for you

Whether it is making a new website, realizing a web app, honing your online image or building compliant online practice management strategies, Wagner Communication Systems will find your solution.

We will provide best of class strategies and solution suggestions, implement the solutions you choose and support you with your technology roadmap.

With close to a decade of experience in the financial planning industry and over a decade of experience working professionally with technology and IT we bridge the gap with your needs and create an engaging high tech / high touch experience for you and your clients. We have a wide array of tech resources to meet virtually any tech need.

Your Tech Resource



TECH Solutions and Strategies for Financial Planners

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“ I work to support your firm and the financial planning profession as a whole”

~Jacob B Wagner

“It is literally true that you can succeed best and quickest by helping others to Succeed”

~Napoleon Hill



MISSION & VISION

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Here to Help you Build your Business

Work with Financial Planners to provide best in class solutions and strategies for their tech needs. A Financial Planning Firm’s online presence is the front line of their branding.

Our Mission

To enable our clients to be more efficient, save time and money ,and spend more of their time working for their clients.

Our Vision



Getting to Portland

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How Wagner Communications came to the FPA of Oregon and Southern Washington State

2002

2003-Present Helping boutique firms, like WorthLiving LLC, Qiterra Press and the ACCESS Foundation with their operations

Step 02

Jacob’s first internship out of college was with Aequus Wealth Management, based in Chicago, implement Tech solutions

Step 01

2003

2008

2013

2014

2013 –Wagner Communication Systems founded in Q1. Originally building enterprise level solutions for financial planners

Step 04

2015 – Moved to PortlandTo help you!

Step 06

2008-2013 Worked with Myfinancialadvice, and online RIA that allowed anyone on the internet access to fee-only financial planners

Step 03

2014 – Began working with small Financial Planning firms to improve their online practice management, through compliant strategies and solutions in the Denver area

Step 05

2015



TESTIMONIALS

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Words of Confidence from a few Clients

Jacob Wagner is friendly, cheerful, fun to be around and smart as a whip. In the proper settings, he can make a wonderful contribution to any company he works for. He did a good job working for Myfinancialadvice, Inc. for me. Our advisor/clients felt well-taken care of.

EVP of Advisor Services – Myfinancialadvice, Inc.

Dr. Kevin Condon, CFP®

Commissions Analyst – IQ Wired

Sara Norris, EA

Principal - Kennedy Financial PlanningRebecca Kennedy, CFP®

Principal - Your Social Source, LLC

Meghann Conter

“Ut vestibulum lesuada Lorem

Ipsum m lesuada Lorem”

“Ut vestibulum lesuada Lorem

Ipsum m lesuada Lorem”

Jacob's ability to think in gestalt, with overlapping layers building to a larger pattern, enables him to synthesize a path to get to the larger picture, whether it is in designing a website or working on a systems process. If he does not know the answer to a technical request, he is dedicated and self disciplined enough to do the research required to come up with an answer…

Jake has great communication skills and a good balance of technical expertise and business acumen. He knows how to explain complex

topics to the layperson and is proactive in diagnosing and assessing problems. I also

appreciate how approachable and easy to work with he is.

Jake is one of those professionals who can master almost anything. If you hire him to

manage your technology environment, he'll also learn how to edit your website and your

videos, and make your customer database and sales tracking software work efficiently and

communicate well with the rest of your systems. Then he will switch gears and

eloquently handle a customer service issue, in the end leaving the rest of your staff and your

customers happy! It is truly amazing how versatile Jake is, and how much his skill sets

continue to expand and grow deeper on a daily basis



Manage your Tech to stay up to date

PROMISE FROM the CEO

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Mr. Jacob B Wagner

Tech you can Trust

Help you project the online reputation you want

Suggestions to stay current and keep it easy

Effective Online Reputation Management

Compliant and Easy Cloud Backup Systems

Have your tech tools work for you

CEO of Wagner Communication Systems, Inc.



PORTFOLIO



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Kennedy FP SEO

Kennedy Financial Planning hired WagnerComm to improve the SEO of their website.

The firm now appears with their contact information on Google and they have a busy tax season in front of them.

What is Finology

Finology – The study of money and value exchange

Finology is an initiative created by Dick Wagner, CFP® JD to lay the groundwork for Financial Planning 3.0

Jacob Wagner has studied and research money system theory and the human behaviour around money for his adult life.

Law Firm SEO

Silver Law Firm, LLC wasn’t getting found in search results. A lackluster website that wasn’t properly configured wasn’t serving their needs or building their business. Wagner Comm stepped in to help them get found.

Seal Financial LinkedIn

Greg Seal hired Wagner Comm to upgrade his LinkedIn profile and help him become comfortable with compliantly navigating the social network.

He wants to use LinkedIn to connect with peers and potential clients to help generate additional business for his firm

FEET Center

The FEET Center is a 501c-3 with the purpose of raising financial literacy in urban and minority rich areas of Denver.

We support this initative through the donation of a website and monitoring that website for the non-profit



PROJECT WORKFLOW

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Working with Wagner Communications helps you get it done

Client InterestConsultation to Identify

Your Needs

Create Tailored Solutions and

Strategies

RecommendationConsultation

Building Your Business The Results You NeedImplement Your Solutions

and StrategiesWork with Best in Class

Producers



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Vital Financials Site UpdateVital Financials coaches clients on their relationship with day to day cash needs.

Natalie needed her content and images refreshed so her clients easily understood her work through her online presence.

Advice Delivery

The Advice Delivery Management System (still in dev) allows Advisors to document the advice they provide clients.

The system digitally documents the delivery of advice and any contingent steps required to enact that advice.

Site Monitoring

Keeping the firm website up to date can be a needless hassle for you or your support staff.

Wagner Comm will monitor your site for updates, update your system and make small changes to your site on an as-needed basis.

Compliant File Sync ToolWagner Comm provides useful and compliant Tech tools for you and your firm.

This is a compliant, affordable and effective file management tool.

This tool is an easy way to share files with employees and clients, at whatever level of granularity you need.

LinkedIn Website DirectoryThe LinkedIn Business Directory Plugin enables firms to create a searchable and easily updatable About Us section on their website.

Organizations and Institutes with member bases who wish to interconnect are ideal clients for this solution



POTENTIAL SWOT ANALYSIS

STRENGTH OPPORTUNITY

THREATWEAKNESS

Potential clients (or their children) research advisors, often through your website,

social media profiles and online videos

Business changes rapidly. Business opportunities might

be missed because your online practice management

doesn’t use modern best practices

You are an established firm or work with an established firm. Your clients are loyal and trust you to help them provision for their financial lives

The technological landscape keeps altering. Finding, hiring, and training employees is costly and the required skills keep changing

What are Your firm’s Strengths, Weaknesses, Opportunities and Threats with Tech?

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wagner comm overview presentation

Economy & Finance

tech solutions

tech needs

financial planners step

class solutions

class strategies

financial planning profession

financial planning industry

online image