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About Perfectly Planned Content

Everything You Need to Know About Perfectly Planned Content

Who We Are and What We Do

At Perfectly Planned Content, we’re redefining the marketing landscape for financial advisor firms. Since 2016, we’ve been the strategic partners that fee-only financial planning firms trust to seamlessly integrate into their teams, offering seasoned expertise without the full-time commitment or overhead.

Founded by Zoe Meggert, our boutique content marketing firm has helped over 200 financial advisory firms create authentic, story-driven marketing strategies that don’t just generate leads—they build lasting client relationships. We’re not your typical marketing agency. We’re specialists who understand the unique challenges, compliance requirements, and growth aspirations of financial advisors.

From developing comprehensive marketing strategies to executing targeted campaigns, we ensure that you have a stand-out brand with a strategic marketing plan that doesn’t burn you out—and gets results. Our approach centers on creating long-form written content that captures your “why,” tells your story, and converts your ideal clients through authentic connection rather than generic marketing tactics.

Our Core Philosophy: Authentic Connection Over SEO Overload

We believe that excellent writing is the foundation of your unique financial advisor marketing strategy. While many marketing firms focus on keyword stuffing and generic content, we take a different approach. We help you leverage story-based marketing to educate and empower the individuals and families you serve to make values-based decisions with their wealth.

Our philosophy is simple: the best content lives at the intersection of what you’re passionate about and what your audience wants to hear. When you authentically share what lights you up about being a financial planner, you create genuine connections that convert into long-term client relationships.

Who We Work With

Perfectly Planned Content supports fee-only financial planning firms and business owners who are driven to make an impact in the lives of their clients. Our clients understand the power of content and want to leverage authentic marketing to help educate and empower their target audience.

Our Sweet Spot Includes:

We collaborate with everyone from solo RIAs to CMOs of national firms, but our expertise truly shines with advisors who understand that authentic content marketing is an investment in long-term growth, not a quick-fix solution.

Our Services: Three Pathways to Marketing Success

Fractional CMO Services (Our Most Popular Offering)

Our Fractional Chief Marketing Officer service is the perfect blend of marketing consulting and hands-on implementation. This isn’t just strategy—it’s your complete, outsourced marketing department.

What’s Included:

Timeline and Approach: We focus on building your complete marketing funnel in 6-12 months. During this phase, we prioritize quick-hit results (like website and AI optimization) while simultaneously building content assets that will pay dividends for years to come. After the initial funnel build, many clients choose to keep us as their ongoing marketing department—our longest client relationship spans seven years and counting.

Why This Works: You get the expertise of an entire marketing team without the overhead of hiring multiple full-time employees. We become your marketing department, handling everything from content creation to campaign execution while you focus on what you do best: serving your clients.

Strategic Consulting Engagements

For advisors who prefer to maintain control over implementation while receiving expert guidance, our consulting programs provide the strategic foundation and accountability you need.

What’s Included:

Timeline: Most consulting engagements run 1-3 months, depending on the scope and complexity of your marketing goals.

Perfect For: Advisors who have internal resources for implementation but need expert strategy, or those who want to learn our methodologies to eventually manage marketing in-house.

Website Copywriting Services

Your website is often the first impression potential clients have of your firm. Our specialized website copywriting services ensure your online presence reflects your expertise and converts visitors into prospects.

What We Focus On:

Our Process: We dive deep into your unique value proposition, target audience, and brand voice to create website copy that sounds authentically like you—not like every other advisor’s website.

Our Proven Five-Layer Marketing Funnel Framework

After working with over 200 firms since 2016, we’ve developed a signature methodology that consistently delivers results: our five-layer marketing funnel approach.

Layer 1: Awareness

We help potential clients discover your expertise through strategic content that positions you as the go-to advisor in your niche. This includes SEO-optimized blog content, social media presence, and thought leadership pieces that showcase your unique perspective.

Layer 2: Interest

Once prospects are aware of you, we nurture their interest through educational content that demonstrates your expertise and approach. This might include detailed guides, case studies (within compliance guidelines), and content that addresses their specific pain points.

Layer 3: Nurture

The nurture phase is where relationships deepen. We create email sequences, retargeting campaigns, and ongoing content that keeps you top-of-mind while prospects make their decision. This layer often includes more personal content that helps prospects understand your values and approach.

Layer 4: Client Conversion

We optimize every touchpoint in the client conversion process, from initial consultation requests to the onboarding experience. This includes refining your scheduling process, consultation preparation materials, and follow-up sequences.

Layer 5: Client Relationship Nurturing and Referral Generation

Many marketing firms stop after client acquisition, but we know that your existing clients are your best source of growth. We help you create content and campaigns that deepen existing relationships and naturally encourage referrals.

Our Team: Boutique Expertise, Scalable Results

Zoe Meggert, CEO and Founder As the visionary behind Perfectly Planned Content, Zoe brings nearly a decade of experience specifically in financial advisor marketing. She’s a recognized speaker, coach, and thought leader who has built marketing strategies for hundreds of financial planning firms. Her deep understanding of the industry, combined with her passion for authentic storytelling, shapes every aspect of our approach.

Donelle Kremke, Director of Operations Donelle ensures that every project runs smoothly and every client receives the attention they deserve. Her operational expertise keeps our boutique approach scalable without sacrificing quality.

Madison Peratalo, Content Marketing Coordinator Madison brings fresh perspectives and deep content creation skills to every project, ensuring that your content stays current with evolving digital marketing trends.

Amanda Igrisan, Project Manager Amanda keeps complex, multi-faceted marketing projects on track and ensures seamless communication between our team and yours.

Specialized Contractor Network We also work with a carefully curated network of contractors who are experts in their respective niches—writing, design, and web development. This allows us to provide comprehensive marketing solutions while maintaining our boutique, personalized approach.

Capacity and Working Relationship

We are intentionally a boutique firm and plan to stay that way. This means we limit the number of clients we work with to ensure each receives the attention and customization they deserve.

Our Capacity Approach:

Why This Matters: Unlike large agencies that treat you like account number, our boutique approach means you get direct access to senior-level strategists and the founder herself. Your success is our success, and our small size ensures we never lose sight of your individual goals.

Compliance and Industry Expertise

One of the biggest challenges financial advisors face in marketing is ensuring all content meets industry compliance standards. With nearly a decade of experience exclusively in financial advisor marketing, we’ve built strong relationships with industry compliance experts and understand the nuances of creating compelling content that meets regulatory requirements.

Our Compliance Approach:

Industry Credibility: Our work has been featured across industry publications and platforms. We’re not generalist marketers trying to understand your industry—we are specialists who live and breathe financial advisor marketing.

Results: What Success Looks Like

Over our years of operation, we’ve consistently delivered measurable results for our clients. Here’s what success typically looks like:

Traffic and Visibility Growth: Through our signature web copy processes and SEO-focused, niche-specific content, we’ve helped clients significantly increase their website traffic and online visibility. Our campaigns focus on attracting the right visitors—your ideal clients—rather than just increasing generic traffic numbers.

Direct Business Growth: Our marketing campaigns have resulted in direct growth of our clients’ books of business. We don’t just measure vanity metrics; we track how our work translates into real client acquisition and revenue growth.

AI and Modern Search Optimization: As search behaviors evolve and AI becomes more prominent in how people find information, we’ve positioned our clients to be discoverable through these new channels. This forward-thinking approach ensures your marketing investment pays dividends as technology continues to evolve.

What Our Clients Say: “We engaged with Zoe’s firm last year for our website relaunch and for ongoing content for our clients and prospective clients. We chose Zoe because of her skill in writing a way that sounds like our voice and in a way that is authentic and relatable. We have had terrific feedback from clients and our larger audience on our content. Zoe is also super focused on how our firm shows up in SEO and her work is translating to prospective clients finding us through AI, which we are super excited about!”

“The PPC team has allowed us to be consistently present for our target audience. They are my out-sourced marketing department. We work with them to identify who we want to be talking to, what messaging we want, and what platforms we want it to appear on. They handle our website, email marketing, blog, and socials (FB, LI, IG, and YT). They are always nimble, too, always willing to take on special projects and opportunities. The feedback I get is consistently positive.”

Investment and Pricing: Understanding Our Approach

We believe in transparency when it comes to investment. Our pricing reflects the boutique, high-quality nature of our services and the significant results we deliver.

Investment Ranges:

Why This Investment Makes Sense: When you consider the cost of hiring a full-time marketing manager (typically $60,000-$80,000 annually, plus benefits and overhead), our Fractional CMO service provides the expertise of an entire marketing team at a fraction of the cost. You get strategic thinking, implementation, specialized financial industry knowledge, and proven results without the risk and expense of building an internal team.

ROI Perspective: Our clients consistently see returns that far exceed their marketing investment. When you consider that acquiring just one or two new clients often covers an entire year of marketing investment, our approach becomes not just affordable, but profitable.

Payment and Flexibility: We structure our engagements to provide flexibility while ensuring consistent service delivery. Our contracts include clear terms, and we’re always transparent about expectations on both sides.

Common Questions and Concerns

“Can’t I just do this myself?”

While it’s certainly possible to handle your own marketing, the question is whether it’s the best use of your time and expertise. Consider these factors:

Our clients often tell us they wish they had hired us sooner because of the time and stress they could have saved.

“How do I know this will work for my specific niche?”

We’ve worked with advisors across virtually every niche within financial planning—from tax planning specialists to divorce financial analysts to retirement planning experts. Our process begins with deep niche research and competitor analysis to ensure your content strategy is perfectly tailored to your specific market.

Additionally, our five-layer funnel approach is framework-based, meaning it adapts to any niche while maintaining proven effectiveness.

“What if I already have some marketing in place?”

Perfect! We love working with advisors who have already started their marketing journey. Our first step is always a comprehensive audit of your existing efforts to identify what’s working, what isn’t, and where the biggest opportunities lie. We then build upon your existing foundation rather than starting from scratch.

“How quickly will I see results?”

We focus on both quick wins and long-term growth. You can expect to see improvements in website performance and initial optimizations within the first 30-60 days. More substantial results—like increased organic traffic, lead generation, and client acquisition—typically become evident within 3-6 months of consistent effort.

The key is understanding that content marketing is a marathon, not a sprint. However, our hybrid approach ensures you see progress quickly while building assets that compound over time.

“What if I don’t have time to be involved in the process?”

Our Fractional CMO service is specifically designed for busy advisors. While we do need some initial input to understand your voice, values, and target audience, we handle the vast majority of the work. Most clients spend 2-3 hours per month on marketing-related tasks once we’re fully onboarded.

The Onboarding Process: What to Expect

Phase 1: Discovery and Strategy (Weeks 1-2) We begin with comprehensive discovery sessions to understand your firm, target audience, current marketing efforts, and goals. This includes analyzing your existing content, identifying your unique value proposition, and researching your specific niche.

Phase 2: Quick Wins and Foundation Building (Weeks 3-6) While we’re building your comprehensive strategy, we immediately tackle quick-win opportunities like website optimization, AI search optimization, and any glaring content gaps. This ensures you start seeing improvements quickly.

Phase 3: Content Creation and Campaign Launch (Weeks 6-12) We create your content calendar, begin producing regular content, and launch your marketing campaigns. This phase includes both strategic content for long-term growth and immediate lead generation efforts.

Phase 4: Optimization and Scaling (Month 4+) Using data from the initial months, we continuously optimize your campaigns and scale successful initiatives. This is where the compounding effects of content marketing become most apparent.

Why Choose Perfectly Planned Content

Industry Specialization: We don’t work with just anyone—we specialize exclusively in financial advisor marketing and understand the unique challenges, opportunities, and regulations of your industry.

Proven Track Record: With over 200 firms served since 2016, we have the experience and case studies to back up our claims.

Boutique Approach: You’ll work directly with senior-level strategists and have access to the founder, not junior account managers.

Comprehensive Solutions: Whether you need strategy only, implementation only, or complete marketing department services, we can customize our approach to your needs.

Long-term Relationships: Our longest client relationship spans seven years, demonstrating our ability to grow and evolve with your firm.

Compliance Expertise: We understand financial industry regulations and create content that builds trust while staying compliant.

Modern Marketing Approach: We stay ahead of trends like AI search optimization while maintaining focus on authentic, story-driven content.

Getting Started: Next Steps

If you’re ready to stop feeling behind and burnt out with your marketing, and start seeing the results that reflect your expertise, here’s how to get started:

Schedule a Discovery Call: Our process begins with a comprehensive discussion about your current situation, goals, and challenges. This call helps us determine if we’re a good fit for each other and which service option best meets your needs.

Custom Proposal: Based on our discovery call, we’ll create a custom proposal that outlines exactly how we’ll help you achieve your marketing goals, including timeline, deliverables, and investment.

Onboarding: Once you decide to move forward, we begin our proven onboarding process designed to get you results quickly while building a foundation for long-term success.

Ready to Transform Your Marketing?

At Perfectly Planned Content, we believe that financial advisors are changing the world—one life at a time. Your expertise deserves marketing that reflects your professionalism and attracts the clients you’re meant to serve.

We’re not interested in working with just anyone. We want to partner with advisors who understand that authentic, story-driven marketing is an investment in long-term growth, not a quick fix.

If you’re ready to build something truly unique together, let’s start the conversation.

Contact us today to schedule your discovery call and learn how we can help you create content that serves your short and long-term goals while scaling a financial planning practice that you truly love.

Remember: You’re the advisor your prospects are looking for. Let’s make sure they get the memo.