Perfectly Planned Podcast 2019-02-21T13:22:48+00:00

The Perfectly Planned Podcast:
Redefine Your Marketing

Welcome To The Perfectly Planned Podcast.

Through our podcast, we’re giving you the tools you need to build a successful marketing plan for your financial planning business. Learn how to tackle your biggest marketing dilemmas, hear advisor success stories, and more.

2: Niche Marketing with Meg Bartelt, CFP®

February 19th, 2019|

In today's episode I'm sitting down with Meg Bartelt, CFP®, founder of Flow Financial Planning. Meg works with a unique niche - women in tech. Meg has an amazing content marketing strategy - and it's served her well throughout her firm's growth! Ready to tune in?