Perfectly Planned Blog
The content you need to get your marketing strategy off the ground.
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 […]
I had the absolute pleasure of being on a panel with the one and only Kendra Wright from Rebel Media Agency and Greg Wilnau of Wilnau […]
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 have been doing since 2019), and one recurring […]
I was honored to be a featured speaker in Redtail's first-ever panel for practice management questions.
Tune into the webinar recording here:
Today we're featuring Kendra Wright of Rebel Media in this episode of PPC Webinar Week: Standing Out & […]
One of my favorite Halloween movies is Tim Burton’s Nightmare Before Christmas (and yes, I also watch it at Christmas; why contain joy to just one holiday?).
This year, when watching, I must have […]
My twin daughters have officially started their school year at PreK-3 and I've been a mixture of relieved and sad -- much like every parent across the country, I'm sure.
Back-to-school […]
Ah, Artificial Intelligence.
With the advent of ChatGPT in late 2022, it seems like everywhere you turn, there's a new AI solution for everything you need in work and life.
Grocery ordering, animating […]
Tune into this Coffee Chat webinar with Zoe Meggert (founder of Perfectly Planned Content) and Laura Garfield of Idea Decanter to learn how video can fit into your marketing strategy as a financial advisor. […]
We're springing our expert webinar series from the vault!
In today's episode, take a peek behind the scenes of The PPC Marketing System with this expert interview!
Matt Halloran from Proud Mouth […]
Do you feel burnt out with your marketing? So many firm owners get marred down in the writing and creation of content to support their marketing […]
