The 30/60/90 Day Marketing Plan for Financial Planners: Days 61-90
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 in your differentiator, picking your channels, and setting simple KPIs. In Part 2, we tackled showing up consistently, optimizing your LinkedIn profile, and starting to build […]
The 30/60/90 Day Marketing Plan for Financial Planners: Days 31-60
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, nailing your differentiator, picking your channels, and setting simple KPIs. Go give it a read before you dive in here. Now that your foundation is […]
The 30/60/90 Day Marketing Plan for Financial Planners: Days 0-30
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 I see firms make when they start to tackle marketing: they want to do it all at once. And here’s the thing, I totally get […]
Financial Advisor Website Copywriting: A Framework That Works
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 phone. The question is: is it working as hard as you are? After reviewing hundreds of financial advisor websites, I’ve noticed a pattern. The ones […]
The Financial Advisor’s Marketing Funnel Walkthrough: What Good Looks Like
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 will slow you down, and missing essentials can derail your entire journey. The same principle applies to your marketing funnel. Every touchpoint, every piece of […]
Back to Basics: A Kindergarten Mom’s Guide to Sustainable Marketing
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 of dawn to make car rider drop-off line, figuring out how to pack lunches the night before instead of doing the morning scramble, sorting through […]
Can a Fractional CIO Give Your Firm a Competitive Edge and Create Happier Clients?
This is a guest post by the wonderful Eric Stein of East Bay Investment Solutions. Eric and his team offer Fractional CIO services to financial planners and RIAs. As part of Perfectly Planned Content’s ongoing commitment to getting advisors the resources (and experts!) they need to amplify their practice, we’re ecstatic to share a Q&A […]
The Best RIA Website Audit You’ll Never Pay For: Why My Client’s 80-Year-Old Mom is a Marketing Genius
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 put his finger on why. His site was professionally designed. The photos were crisp. The layout was clean. But something wasn’t clicking with his ideal […]
Do Fewer Things, And Do Them Well
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.
4 Actionable Ways You Can Implement Pillar Content In Your Marketing for 2024
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 have been doing since 2019), and one recurring theme was very apparent: I want to focus on less busy work, and more meaningful activities this […]