At Perfectly Planned Content, we believe in meeting our clients where they are in their marketing journey. We offer a range of content marketing services for financial advisors. From marketing consulting, to website copywriting, to ongoing blog writing and SEO/keyword research, we’re committed to providing the best quality content and services for our clients.

content marketing for financial advisors

Our Services

Website Copywriting

Our Copywriting Captain package helps financial advisors and RIAs level up their on-page SEO, while clearly communicating their mission, vision, and values to their ideal clients. 

Together, we will explore:

  • Your “why”
  • Your ideal audience
  • Your services
  • The tone you want to use
  • How you want your clients to feel when working with you
  • And so much more!

With us impactful web copy is just the first step. We also provide a comprehensive SEO and Google Analytics audit, along with actionable recommendations to improve the ranking and usability of your site and holistic online presence long-term.

Investment: $3,350

Marketing Consulting For Financial Advisors

Through our Signature Marketing Intensive program, we work through a time-tested consulting process to:

  • Define your goals
  • Audit your marketing strategy
  • Find the holes in your funnel
  • Create a 100% custom content plan 
  • Put systems in place to automate and scale your strategy

Investment: Starting at $3,500 (one time fee)

Done-For-You Content Marketing

Our done-for-you content marketing clients work closely with the Perfectly Planned Content team to:

  1. Develop a unique-to-you content marketing strategy.
  2. Meet quarterly for ongoing consulting and coaching.
  3. Research keywords and Google Analytics to develop an SEO plan.
  4. Write compelling blog content consistently that matches your brand’s unique voice and mission.
  5. Create connection with current clients and prospects alike through branded client communications.
  6. Distribute content via email and social media marketing channels.
  7. Track progress toward goals leveraging unique data analytics software.

All of our Done-For-You Content Marketing clients also get access to our exclusive Client Resource Vault that hosts best practice guides, tutorials, content and client communication templates, and more. 

Investment: Starting at $2,000/month

Schedule an Appointment