At Perfectly Planned Content, we believe that excellent writing is the foundation of your unique financial advisor marketing strategy. Our one-time and ongoing content marketing services for financial advisors center on creating long-form written content that captures your “why”, tells your story, and converts your ideal clients.
We believe that, together, we can help you create content that serves your short and long-term goals, all while scaling a financial planning practice that you truly love.
We’re honored to bring XYPN LIVE attendees these exciting opportunities — from discounted DIY courses and templates, to fully integrated Fractional CMO work.
Let’s build something truly unique together.
-Zoe Meggert, Founder