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 [...]
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, [...]
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 when [...]
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 [...]
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 [...]
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 [...]
Why Approachable Content Strikes The Best Tone for Building Loyal, Happy Clients
You’ve likely heard the phrase “it’s not what you say but how you say it.” I bet you can just [...]
How To Write Amazing Content When You’re Not Feeling “Creative”
What does it mean to be creative? While many people think creativity lives in low light, musky candles, ambient music, [...]
Struggling With Local SEO? 5 Tips For Financial Advisors To Boost Traffic
Have you ever searched for something with the phrase “near me”? If so, you’ve already experienced the power of local [...]
Five Ways to Elevate Your Content Marketing Strategy
This was originally written for and published by Rethinking65. The majority of financial advisors fall into one of two camps [...]