We founded Perfectly Planned Content in 2016 because we believed in helping financial planners and business owners master their content marketing. We view content as one of a small business owner’s most important assets. With high-quality content, you’re able to convert your audience into lifelong clients.

content marketing for financial advisors

Our Services

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DIY Content Marketing

You’ll take the lead with the support of The PPC Marketing System. Our unique system combines on-demand education with ongoing content drops, templated content, monthly Q&As, and more.

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Marketing Consulting

Our signature consulting program allows your team to set aside focused time to create a marketing strategy for the next year and beyond. You’ll walk away with an expert’s opinion on your content marketing initiatives, a full-scale content marketing calendar, a delegation plan, and more.

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Fractional CMO Services

From copywriting for your website, to blog writing, to ongoing comprehensive support — we’re here to help. Our outsourced content marketing services allow businesses to delegate their content creation and distribution to help them grow toward their goals.

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Why Content Marketing For Financial Advisors?

Writing and content marketing is one of the fastest ways to tell your story and create a genuine connection with your audience.

Not sold on the value of content marketing? Check out these statistics:

  • 47% of internet users read blogs every day
  • 9x more leads were reported when long-form blog content was leveraged
  • Email marketing was the primary lead generation channel for 89% of marketers
  • 91% of consumers want to see authentic content from brands
  • 42% of the population uses social media

This is where the Perfectly Planned Content team comes in. Content marketing is our passion, and we’re here to take the most important marketing tasks off your plate to help your business scale and succeed.

Meet Zoë

Hey, I’m Zoë Meggert. I founded Perfectly Planned Content because I love helping others communicate their value through content marketing.

I believe that content marketing is built on stories – our stories. Throughout my career, I’ve focused on helping businesses communicate their story in a productive way – one that would draw an audience and help them grow their bottom line. Through Perfectly Planned Content, I work to capture my clients’ “why” and tell authentic stories in a voice that’s true to them. This helps them to lay a foundation of trust that leads to long, successful client relationships.

When I’m not working, I’m usually outside. I love hiking, running, gardening, campfires, and binge-reading books on my patio. I’m also quite a caffeine enthusiast, and firmly believe that there’s nothing better than talking with family and friends over a fresh cup of coffee. My husband, Andrew, and I love traveling and adventuring with our twin daughters (Charlotte and Piper), and our two rescue dogs (Dan and Susan).

The PPC Team

Perfectly Planned Content is a boutique content marketing agency based in Cave Springs, Arkansas, but our team is primarily virtual! Our core team comes from a range of industry and educational backgrounds and has come together united by our passion for quality content, as well as educating and serving our clients well. Our team of contract writers is 100% virtual, and all passionate about personal finance and financial planning. Several of our writers also hold their CFP® designation.

Free Resources

We are big believers in providing free education and resources to business owners to help them tackle their content marketing strategy. Don’t miss the following free resources:


Free Guides & Courses

Blog & Vlog