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Perfectly Planned Blog

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

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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Content Strategy, Financial Planning, Marketing

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: […]
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Video

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 […]
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Video

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

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, […]
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Content Strategy, Financial Planning, Video

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 […]
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Financial Planning, Marketing, Podcast, Video

Top Advisor Marketing Podcast: How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)

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