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.
Is anyone else looking to make 2024 a year of less but better? *raises hand* I created my vision board this past weekend (an annual tradition that I LOVE and
I was honored to be a featured speaker in Redtail’s first-ever panel for practice management questions. Tune into the webinar recording here:
Are you ready to build an authentic, unique marketing strategy for your financial planning practice? Perfectly Planned Content can help.
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