We Help

Financial Planners & RIAS

Thrive With Our

All-In-One Sales & Marketing Platform

1.2M+

BUSINESSES

622.3M+

LEADS

9.2B+

CONVERSATIONS

We're In The Business Of Helping You Grow Your Firm

The 4FP Agency's Go HighLevel platform is the first-ever all-in-one platform that will give you the tools, support and resources you need to succeed with your RIA.

HighLevel Is Everything

Your Firm Needs To Succeed

And we customize it to your firm, to make it even better.

We bring all the things you need to solve your financial planning prospecting problems in one place.

What Your Package Includes

We go beyond what you can get from another agency, or GoHighLevel Itself

Small Business Snapshot

We include the Small Business Snapshot from our business partners. With this resource you can take confidence knowing that

Holiday Emails will be sent automatically

Rescheduling automations will bring prospects back to you

Templated Landing Page setup

Host your website with blazing fast speed (optional)

On Screen Support and Videos

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.

We also provide a knowledge base, training library so you have every type of support at your fingertips.

Concierge Onboarding

We will support you as you get your Go HighLevel platform configured. We will meet with you and go through setup with you and provide a 1 hour training on how to use the platform.

DO YOU WANT MORE CLIENTS?

With the support of our community, you will know the best strategies the most successful digital marketers are using to make a ton of money online.

DO YOU WANT TO KEEP YOUR CLIENTS LONGER?

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 SCALE YOUR BUSINESS?

HighLevel through the 4FP Agency will help you grow your RIA by connecting you with the most successful ecosystem of owners on the planet. We have a great resource team that will help your realize the digital presence of your dreams.

Build Your Client Attraction Engine

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

Capture

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

Nuture

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

Close

Use our built in tools to collect payments, schedule appointments, and track analytics!

Capture New Leads

HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads.

CREATE FULL WEBSITES, FUNNELS & LANDING PAGES

Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!

DRAG & DROP SURVEYS AND FORMS

Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.

ONLINE APPOINTMENT SCHEDULING

The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within HighLevel so you can capture the appointment all in one straightforward flow.

Nurture Leads Into Customers

The backbone of HighLevel is what you are able to accomplish after you capture the lead.

EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS

Our Multi-channel follow up campaigns allow you to automate engaging follow ups and capture engaged responses from your leads.

CREATE MULTI-CHANNEL CAMPAIGNS

HighLevel allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.

TWO-WAY COMMUNICATION ON ANY DEVICE

Our full featured mobile app allows you to communicate with your leads on all devices.

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 our campaign builder to customize the messaging.

ARTIFICIAL INTELLIGENCE BUILT IN

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

Create Membership Areas

Create a thriving community for your your clients by using our Membership Platform.

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!

UNLIMITED USAGE!

We offer unlimited users, offers, and products for your courses. You can create courses for your clients or for your own team!

Close More Deals

Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your financial planning firm.

MANAGE YOUR WORKFLOW AND PIPELINE

With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.

COLLECT PAYMENTS

We integrate directly with Stripe so you can collect payments for hourly or project work with clients.

ALL THE ANALYTICS & REPORTS IN ONE PLACE

Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.

Grow Your RIA With...

Join thousands of other businesses to learn how they’re being successful and growing their firm with HighLevel...and how you can do the same too.

ALL THE TOOLS YOU NEED IN ONE PLATFORM

The HighLevel Platform is everything that agencies need to manage their client's leads, websites, funnels, calendars and many other services that are needed to maintain a customer.

YOUR OWN WHITE LABELING PLATFORM

Out of the box, the platform allows you to White Label the Desktop Application. Your clients will see your brand, down to the URL.

SUPPORT SERVICES INCLUDED

It is priceless to have a support team a click of a button away at all times.

We offer White Label services such as Facebook Advertising, Google Advertising, and Social Media Posting.

Award-Winning Support

We are striving to offer the best possible support to our customers.

MAKES SWITCHING EASY

Within the platform we can one-click import from your previous marketing tools.

MULTI-CHANNEL SUPPORT

Reach out to our support team with our Live Chat options, Email or even Phone to assist even further.

24/7 SUPPORT

Our support team is 24/7 with world-wide support.

Getting Started with 4FP Agency's GoHighLevel

All In One Marketing Platform

The most cutting edge marketing platform

Setup Fees and Onboarding Support ($1500 for setup)

  • Setup Snapshot with preconfigured Automations to start you on the right foot

  • Onboarding and configuration included

  • New Features being released regularly

  • Support available 24/7

Standard Plan

$197/month

  • CRM

  • Missed Call Text Back

  • 2 Way Text & Email Conversation

  • GMB Messaging

  • Web Chat

  • Reputation Management

  • Facebook Messenger

  • GMB Call Tracking

  • Text To Pay

  • CRM

  • Email Marketing

  • Campaigns

  • Forms

  • SMS and Email Templates

  • Funnels

  • All Reporting

  • Workflows

  • Surveys

  • Trigger Links

Professional Plan

$297/month

  • Everything from the STANDARD PLAN and

  • Calendar

  • Websites

  • Opportunities and pipeline management

  • Triggers

  • Social Planner

  • Blogs

Premium Plan

$447/month

  • Everything from the STANDARD and PROFESSIONAL PLANS and

  • Membership Area

  • Invoicing (integrating with Stripe, PayPal or Authorize.net

  • Affiliate Manager

Add Ons:

  • Host your Wordpress Website

  • Yext

  • Reputation Management

  • Content AI content writers

  • Website and Funnel Creation

  • Create your Client Attraction Engine with a Tune Up

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 help@4fp.co or by calling +1 (503) 994-5669