Category: Uncategorized

How TFS Advisors Built a Marketing System That Works While They Focus on Clients When TFS Advisors first engaged Perfectly Planned Content in 2019, they had a solid reputation and

Advisors understand compounding better than almost anyone. You constantly explain to clients: small, consistent contributions grow exponentially over time. The same principle applies directly to your marketing. Not all marketing

You know that feeling when a prospect reaches out and says, “I’ve been reading your content for months”? That’s not luck. That’s the compounding effect of consistent content marketing doing

A practical guide to evaluating what’s working and planning for the year ahead January is planning season. Your clients are setting goals, reviewing their portfolios, and thinking about the year

Does your calendar look increasingly full this season? You’re not alone. Between client meetings, year-end reviews, holiday events, and trying to actually enjoy the season, it’s a lot. I get

When Bridget Grimes, founder of WealthChoice, first approached us about her website, she had a challenge many advisors face: a beautiful website filled with industry jargon that wasn’t truly connecting

Did you know that I’ve been in business since 2016? 9 years is a LONG time to talk to advisors about their content marketing, and while many firms face very

When I was telling people about my plan to backpack Skolai Pass at Wrangell-St.Elias, I joked that I was hoping for no bear run-ins. Yeah, bears are cool, but you

This week, we’re going over a lesson that I think is critical for all marketers (and backpackers!): always have a backup plan! When the bush plane dropped my husband, Andrew,

Did you know that I’m an avid backpacker? It’s true! I love getting outside and taking on a challenge. This July, my husband, Andrew, and I checked a lifelong dream