The 3 Marketing Systems That Keep Running When You’re Busy
My takeaways from XYPN Live 2026 on scaling your firm’s marketing without adding to your workload, plus a quick self-check to find your weakest system.
My takeaways from XYPN Live 2026 on scaling your firm’s marketing without adding to your workload, plus a quick self-check to find your weakest system.
We made it! If you’ve been following along, you’ve spent the last 60 days building your foundation and showing up consistently. In Part 1, we covered defining your ideal client, locking
Welcome back! If you missed Part 1, we covered the foundational work you need to do in your first 30 days — defining your ideal client, auditing your digital footprint,
This summer marks 10 years of Perfectly Planned Content. That’s a lot of years partnering with financial advisors on all things marketing. Over the past decade, there’s one consistent mistake
TL;DR Your financial advisor website copywriting works 24/7. It’s meeting prospects while you’re sleeping, answering questions during your client meetings, and making first impressions before you ever get on the
TL;DR When you’re planning a multi-day hike, every item in your pack needs to earn its place. You can’t just throw stuff in and hope for the best. Dead weight
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
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
The truth is it is so easy to burn out when you’re running a business and heading up marketing for your firm. Today, I am going over four actionable ways you can pare down your marketing and start to get traction in your business.
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