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Perfectly Planned Blog

The content you need to get your marketing strategy off the ground.

Blogging, Business Coaching, Content Strategy, Financial Planning, Marketing

Back to Basics: A Kindergarten Mom’s Guide to Sustainable Marketing

I just sent my twin daughters to kindergarten this past month and wow—it's truly a new chapter in every single way. As a family, we're getting up at the crack of dawn […]
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Business Coaching, Financial Planning

Can a Fractional CIO Give Your Firm a Competitive Edge and Create Happier Clients?

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Blogging, Business Coaching, Content Strategy, Financial Planning, Marketing

The Best RIA Website Audit You’ll Never Pay For: Why My Client’s 80-Year-Old Mom is a Marketing Genius

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 put his finger on […]
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From SEO Overload to Authentic Connection: How WealthChoice Transformed Their Digital Presence

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 […]
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Here’s a Secret: 90% of Advisors Ask Me About This ONE Piece of Their Marketing

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 unique […]
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🚨Staying Alert To Marketing Threats: Lessons From My Run-In With a Bear 🐻

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 […]
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Always Have a Backup Plan: Lessons from the Backcountry

This week, we're going over a lesson that I think is critical for all marketers (and backpackers!): always have a backup plan! […]
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Lessons on Advisor Marketing from the Backcountry

Did you know that I'm an avid backpacker? It's true! […]
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Back from XYPN LIVE: Conference Success Strategies 🎯

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 […]
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Content Ideas for Financial Advisors Who Work With Young Families

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 […]
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Content Strategy, Financial Planning, Marketing

Do Fewer Things, And Do Them Well

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 […]
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Blogging, Content Strategy, Financial Planning, Marketing

4 Actionable Ways You Can Implement Pillar Content In Your Marketing for 2024

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 […]
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