5 Website Copywriting For Financial Advisors

We’ve been tackling a lot of web copy projects at PPC recently, and in reviewing all of them, I came up with a quick list of five tips: 1. Know your niche. Whether you work with physicians, or your niche is more psychographic in nature, know who it is you’re talking to and tailor your […]
What Does Pillar Content Look Like In Action?

Wondering how pillar content works in action? I get this question a lot, and pulled together an example from the PPC content archives! Back in September of 2022, I wrote a “pillar” post that was meant for internal marketing. We used this in prep for our year-end client strategy sessions. The piece was all about […]
What is Pillar Content, and How Long Should It Be?

Have you ever wondered how to create a scalable content strategy for your firm? Personally, I recommend to many RIAs that they pursue pillar content. These pieces are the foundation of your marketing strategy and can be repurposed again and again to help you spend LESS time creating content and MORE time getting it in […]
Bridging The Gap Podcast: Creating Your 2023 Marketing Strategy with Zoë Meggert

Zoë Meggert, CEO of Perfectly Planned Content, LLC, is back on this episode of Bridging the Gap. She joins me today to discuss creating a marketing plan for the New Year. We review what worked in 2022, and Zoë shares real, tactical, and actionable ideas that you can use today to position yourself to have […]
Advisor Video Academy: Recession-Proof your 2023 Marketing Plan

While 2022 was refreshingly different, we can all agree it’s been a heck of a ride. As the economy shifts, your business is impacted. And how you measure success needs to shift, too. On this Advisor Video Academy, financial advisor marketing expert Zoë Meggert, founder of Perfectly Planned Content, will share how she’s shifting strategy […]
Top Advisor Marketing Podcast: How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)

A huge thanks to Matt Halloran and The Top Advisor Marketing Podcast for having me on this episode! How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)
5 Tips For Financial Advisors To Create A Valuable Resources Page

Ready to rock your resources page? This video is for you! Hi, everyone, and welcome to Perfectly Planned Content’s Writing Wednesday video series, where we dive into the power of words and the many ways writing impacts your business. This copywriting series aims to give financial advisors practical insights into building valuable, high-performing websites […]
How To Give Great Feedback And Get The Content You Want Every Time

Do you want to give great feedback to your content team? If so, this post is for you! Remember when you worked really hard on something only to have someone else completely knock it down—red marks on your book report, holes in your argument, hesitancy about your idea, etc. It’s no fun. But have you […]
The PPC Content Marketing Minute: Formatting a Blog for SEO and Readability

Welcome to the PPC Content Marketing Minute! Today, we’re talking about how to format a blog post for SEO and readability. For an easy-to-use template, click here.
Questions RIAs Should Ask When Choosing a Marketing Firm

On average, I speak with over 50 RIAs each year who are interested in learning more about content marketing services offered by Perfectly Planned Content. Unfortunately, more often than not, firm owners or marketing directors at a financial planning practice who reach out to me have had a bad experience during this process. They may […]
