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.
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.
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:
- Develop a unique-to-you content marketing strategy.
- Meet quarterly for ongoing consulting and coaching.
- Research keywords and Google Analytics to develop an SEO plan.
- Write compelling blog content consistently that matches your brand’s unique voice and mission.
- Create connection with current clients and prospects alike through branded client communications.
- Distribute content via email and social media marketing channels.
- 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