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Perfectly Planned Blog

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

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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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Content Strategy, Financial Planning, Marketing, Video

Webinar: Redtail CRM Practice Management Power Hour

I was honored to be a featured speaker in Redtail's first-ever panel for practice management questions. Tune into the webinar recording here:
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Financial Planning, Marketing

Standing Out & Getting Results: An AMA with Kendra Wright of Rebel Media Agency

Today we're featuring Kendra Wright of Rebel Media in this episode of PPC Webinar Week: Standing Out & […]
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Financial Planning, Marketing

When Marketing Gets Spooky: 6 Lessons About Marketing from Nightmare Before Christmas

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 […]
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Content Strategy, Financial Planning, Marketing

Harnessing Back to School Energy in Your Marketing

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 […]
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Blogging, Marketing

Our Marketing AI Tech Stack: ChatGPT & Beyond

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 […]
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Content Strategy, Marketing, Video

How Does Video Fit Into Your Marketing? With Laura Garfield of Idea Decanter

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. […]
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Content Strategy, Financial Planning, Video

Getting Reviews & Testimonials The Compliant Way

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Content Strategy, Financial Planning, Marketing, Video

How Can You Leverage a Podcast to Grow Your Influence with Matt Halloran of ProudMouth

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 […]
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Content Strategy

Redtail Technology – Pillar Content: How To Create a Content Strategy That Scales with Zoe Kremke

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 […]
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