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
I was honored to be a featured speaker in Redtail’s first-ever panel for practice management questions. Tune into the webinar recording here:
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
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