Webinar: Redtail CRM Practice Management Power Hour
I was honored to be a featured speaker in Redtail’s first-ever panel for practice management questions. Tune into the webinar recording here:
Standing Out & Getting Results: An AMA with Kendra Wright of Rebel Media Agency
Today we’re featuring Kendra Wright of Rebel Media in this episode of PPC Webinar Week: Standing Out & Getting Results. I work with a lot of marketers in the finance space, and Kendra is consistently a joy to collaborate with. Her insights are matchless, and her scrappy approach to marketing and branding means you’ll ACTUALLY […]
When Marketing Gets Spooky: 6 Lessons About Marketing from Nightmare Before Christmas
One of my favorite Halloween movies is Tim Burton’s Nightmare Before Christmas (and yes, I also watch it at Christmas; why contain joy to just one holiday?). This year, when watching, I must have had my marketing hat on because I realized something I hadn’t before – Nightmare Before Christmas is a treasure trove of […]
Harnessing Back to School Energy in Your Marketing
My twin daughters have officially started their school year at PreK-3 and I’ve been a mixture of relieved and sad — much like every parent across the country, I’m sure. Back-to-school season is funny. As a kid, I used to love back-to-school shopping. New pencils and binders were my weakness, and getting a new planner […]
Getting Reviews & Testimonials The Compliant Way
Join Zoe Meggert and Chris Stanley of Beach Street Legal as they tackle questions about how advisors can leverage reviews — the compliant way! https://beachstreetlegal.com/
How Can You Leverage a Podcast to Grow Your Influence with Matt Halloran of ProudMouth
We’re springing our expert webinar series from the vault! In today’s episode, take a peek behind the scenes of The PPC Marketing System with this expert interview! Matt Halloran from Proud Mouth and Podrocket Academy is going over how to set up your podcast, why you should just get started (even if you’re nervous), and […]
5 Website Copywriting For Financial Advisors
We’ve been tackling a lot of web copy projects at PPC recently, and in reviewing all of them, I came up with a quick list of five tips: 1. Know your niche. Whether you work with physicians, or your niche is more psychographic in nature, know who it is you’re talking to and tailor your […]
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, and Zoë shares real, tactical, and actionable ideas that you can use today to position yourself to have […]
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 Video Academy, financial advisor marketing expert Zoë Meggert, founder of Perfectly Planned Content, will share how she’s shifting strategy […]
Top Advisor Marketing Podcast: How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)
A huge thanks to Matt Halloran and The Top Advisor Marketing Podcast for having me on this episode! How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)