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Perfectly Planned Blog

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

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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Video, Writing Wednesday

5 Tips For Financial Advisors To Create A Valuable Resources Page

Ready to rock your resources page? This video is for you! https://youtu.be/oR2bfuJhiR4   Hi, everyone, and welcome to Perfectly Planned Content’s […]
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Content Strategy, Project Management

How To Give Great Feedback And Get The Content You Want Every Time

Do you want to give great feedback to your content team? If so, this post is for you! Remember […]
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Video

The PPC Content Marketing Minute: Formatting a Blog for SEO and Readability

Welcome to the PPC Content Marketing Minute! Today, we're talking about how to format a blog post for SEO and readability. For an easy-to-use template, […]
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Content Strategy, Financial Planning, Marketing

Questions RIAs Should Ask When Choosing a Marketing Firm

On average, I speak with over 50 RIAs each year who are interested in learning more about content marketing services offered by Perfectly Planned Content.  […]
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Video

The PPC Content Marketing Minute: Bottom Up Marketing Funnels In a Recession

Many advisors view their marketing funnel in a very traditional way -- awareness and lead generation at the top, conversion at the bottom. They spend their marketing dollars creating content to fill the […]
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Content Strategy, Financial Planning, Marketing

6 Ways Financial Advisors Can Level Up Their Content Marketing

This September, the Perfectly Planned Content team and I jet set across the country to attend the #DSSEA (Digital Summit Seattle) marketing conference. There were two packed-full […]
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Video, Writing Wednesday

9 Copy Must-Haves To Make Your Services Page Stand Out From The (Large) Crowd

https://youtu.be/lklXe7XuYuI So far in this copywriting series, I’ve tackled the home […]
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Content Strategy

How Financial Advisors Can Create Helpful Content — And Win At SEO!

At Perfectly Planned Content, our job is to help financial advisors create helpful content. Google's new algorithm update is helping financial advisors (and creators in every industry) Creating content […]
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