Perfectly Planned Blog

Incorporating Stories into Your Content as a Financial Planner

Zoë Meggert 2020-05-06T15:26:03+00:00 May 6th, 2020|

This was originally written for and published by Twenty Over Ten. Whenever I think about my business’s marketing strategy, I [...]

Lauren Straley 2020-04-24T22:12:47+00:00 May 1st, 2020|

If there is anything that life has taught me it’s this, Change is inevitable. But it’s not actually about the [...]

Zoë Meggert 2020-04-24T13:45:51+00:00 April 24th, 2020|

With the coronavirus-related work from home trend in full swing (with no real sign of slowing down), we've heard from [...]

Zoë Meggert 2020-04-23T21:16:42+00:00 April 23rd, 2020|

Our team has been focusing on bite-sized actions we can take to make an impact, and to take care of [...]

Lauren Straley 2020-03-30T13:24:20+00:00 April 15th, 2020|

There are so many ways to tell a story. A story can be read from the ink-stained pages of a [...]

Zoë Meggert 2020-04-03T13:08:50+00:00 April 3rd, 2020|

This was originally published for Twenty Over Ten. Writing and content marketing is one of the fastest ways to tell [...]

Lauren Straley 2020-03-04T15:08:22+00:00 March 15th, 2020|

I’d like to tell you all a fun fact about me: I love moving. Yep, you heard that right. I [...]

Zoë Meggert 2020-03-13T21:15:21+00:00 March 13th, 2020|

We're officially in the middle of a bear market. We've witnessed the spread of coronavirus, and its impact on the [...]

Zoë Meggert 2020-03-04T15:04:46+00:00 March 4th, 2020|

This was originally published by Twenty Over Ten. Many financial planners know it’s wise to track their website analytics. However, [...]

Zoë Meggert 2020-02-07T22:32:29+00:00 February 14th, 2020|

This is a guest post by Samantha Russell of Twenty Over Ten. Samantha Russell is the chief marketing and [...]