zoemeggert

About Zoë Meggert

As the founder of Perfectly Planned Content, I've built strategies for financial planners to master their marketing because I firmly believe that they’re changing the world—one life at a time. Together with my clients, my team and I help develop and implement unique content marketing plans that connect and convert.

4 Steps to Finding (And Fixing) Holes In Your Marketing Funnel

Zoë Meggert 2020-06-09T13:04:50+00:00 June 15th, 2020|

This was originally published for Twenty Over Ten. When you first build your marketing funnel, it can feel like you’ve taken [...]

Incorporating Stories into Your Content as a Financial Planner

Zoë Meggert 2020-05-06T15:26:03+00:00 May 6th, 2020|

This was originally written for and published by Twenty Over Ten. Whenever I think about my business’s marketing strategy, I [...]

Work From Home Tips from the Perfectly Planned Content Team

Zoë Meggert 2020-04-24T13:45:51+00:00 April 24th, 2020|

With the coronavirus-related work from home trend in full swing (with no real sign of slowing down), we've heard from [...]

Supporting Small Businesses

Zoë Meggert 2020-04-23T21:16:42+00:00 April 23rd, 2020|

Our team has been focusing on bite-sized actions we can take to make an impact, and to take care of [...]

Content Marketing for Advisors Who Hate to Write

Zoë Meggert 2020-04-03T13:08:50+00:00 April 3rd, 2020|

This was originally published for Twenty Over Ten. Writing and content marketing is one of the fastest ways to tell [...]

How Financial Planners Can Market To Their Clients in a Bear Market

Zoë Meggert 2020-03-13T21:15:21+00:00 March 13th, 2020|

We're officially in the middle of a bear market. We've witnessed the spread of coronavirus, and its impact on the [...]

Deciphering Website & Blog Analytics: The Basics

Zoë Meggert 2020-03-04T15:04:46+00:00 March 4th, 2020|

This was originally published by Twenty Over Ten. Many financial planners know it’s wise to track their website analytics. However, [...]

5 Step Guide to Generating Leads With Your Content

Zoë Meggert 2020-02-07T22:32:29+00:00 February 14th, 2020|

This is a guest post by Samantha Russell of Twenty Over Ten. Samantha Russell is the chief marketing and [...]

How Content Marketing Can Positively Impact Current Client Relationships

Zoë Meggert 2020-02-07T18:42:24+00:00 February 7th, 2020|

This was originally published for Twenty Over Ten. Content marketing is often viewed as a prospecting tool — full stop. [...]

Setting 2020 Intentions

Zoë Meggert 2020-01-08T16:55:57+00:00 January 8th, 2020|

Last year, I kicked off a tradition that I can already tell is going to be a long-time favorite of [...]