At Perfectly Planned Content, we believe that excellent writing is the foundation of your unique financial advisor marketing strategy. Our one-time and ongoing content marketing services for financial advisors center on creating long-form written content that captures your “why”, tells your story, and converts your ideal clients.
Our services are boutique and designed to be tailored to your specific marketing pain points. We believe that, together, we can help you create content that serves your short and long-term goals, all while scaling a financial planning practice that you truly love.
We’re honored to partner with Buckingham Strategic Partners to help members like you move the needle in your marketing.
Ready to get started?
Let’s build something truly unique together.
Zoe Meggert, Founder
With the PPC Marketing System, we’re making DIY-ing your marketing easier than ever.
The PPC Marketing System is a hybrid education platform that empowers financial advisors and their teams to build a marketing strategy that helps them create content and nurture client relationships in a scalable way. As a member of The PPC Marketing System, you receive:
Learn more about The PPC Marketing System by clicking here.
Buckingham Strategic Partner members receive 15% off their first year of The PPC Marketing System.
Use code: buckingham15
We offer customizable marketing intensives that allow you to get an expert’s opinion on your financial planning firm’s marketing strategy. Your intensive is 100% built based on your unique needs.
Here are a few examples of what we can cover:
How to repurpose and reuse content for a scalable strategy
During our consulting intensive, we’ll tackle your biggest marketing challenges so that you can move forward with confidence.
Buckingham Strategic Partners receive 15% off our marketing implement-ensive sessions.
Regular Rate: $1,999
Buckingham Strategic Partner Rate: $1,699!
Our full-service content marketing offering allows you to fully delegate your team’s marketing tasks to our team of experts. We build custom solutions for our ongoing marketing clients that often include:
Are you ready to build an authentic, unique marketing strategy for your financial planning practice? Perfectly Planned Content can help.
Our consulting services begin immediately upon confirmation of purchase and receipt of required onboarding information. Clients may cancel services with a 30-day written notice by contacting us at hello@perfectlyplannedcontent.com. Refunds are considered on a case-by-case basis; please reach out to discuss your specific situation. For any questions or concerns about our services or policies, contact us at hello@perfectlyplannedcontent.com.
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