This is a guest post by the wonderful Eric Stein of East Bay Investment Solutions. Eric and his team offer Fractional CIO services to financial planners and RIAs. As part
A few years ago, I had a client who was struggling with something that plagues 90% of the financial advisors I work with: his website felt off, but he couldn’t
When Bridget Grimes, founder of WealthChoice, first approached us about her website, she had a challenge many advisors face: a beautiful website filled with industry jargon that wasn’t truly connecting
Did you know that I’ve been in business since 2016? 9 years is a LONG time to talk to advisors about their content marketing, and while many firms face very
When I was telling people about my plan to backpack Skolai Pass at Wrangell-St.Elias, I joked that I was hoping for no bear run-ins. Yeah, bears are cool, but you
This week, we’re going over a lesson that I think is critical for all marketers (and backpackers!): always have a backup plan! When the bush plane dropped my husband, Andrew,
Did you know that I’m an avid backpacker? It’s true! I love getting outside and taking on a challenge. This July, my husband, Andrew, and I checked a lifelong dream
My Content Marketing Coordinator, Madison, and I had such an incredible and energizing week at XYPN LIVE in Minneapolis last month! We had such a blast connecting with so many
As parents of young kids, our lives are a constant juggling act of responsibilities and questions. From saving for our children’s future to managing day-to-day expenses, financial decisions are always
The truth is it is so easy to burn out when you’re running a business and heading up marketing for your firm. Today, I am going over four actionable ways you can pare down your marketing and start to get traction in your business.
Are you ready to build an authentic, unique marketing strategy for your financial planning practice? Perfectly Planned Content can help.
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