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.
Bridging The Gap Podcast: Creating Your 2023 Marketing Strategy with Zoë Meggert
Zoë Meggert, CEO of Perfectly Planned Content, LLC, is back [...]
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 [...]
2: Niche Marketing with Meg Bartelt, CFP®
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?
1: Introducing the Perfectly Planned Podcast
Welcome to the first-ever episode of the Perfectly Planned Podcast! In this episode, we’re going to talk about what you can expect from coming seasons! Ready to dive in? Let’s go!