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

Have a question? Our team is here to help.

XYPN LIVE Attendees — Unlock Your Benefits:

The PPC Marketing System

Are you ready to create a comprehensive marketing program for your financial planning practice?

With the PPC Marketing System, we’re making DIY-ing your marketing easier than ever.

The PPC Marketing System is a hybrid education platform that empowers financial advisors and their teams to build a marketing strategy that helps them create content and nurture client relationships in a scalable way. As a member of The PPC Marketing System, you receive:
  • 11-module course to build your RIA’s unique content marketing funnel
  • On-Demand Learning with industry experts
  • Templated content including social media posts, client communication, blog post drafts, and more
  • Best practices & guides to help you hit the ground running

Learn more about The PPC Marketing System by clicking here.

XYPN LIVE attendees receive 15% off their first year of The PPC Marketing System. Use code: XYPN15

Marketing Consulting

Need help setting up your strategy so you can hit the ground running?

We offer customizable marketing intensives that allow you to get an expert’s opinion on your financial planning firm’s marketing strategy. Your intensive is 100% built based on your unique needs.
Here are a few examples of what we can cover:

  • How to repurpose and reuse content for a scalable strategy
  • Marketing tech stack audit and recommendations for automation
  • What type of content is the best fit for your business
  • A full marketing funnel audit to find and fix the holes in your plan
  • A full website audit, complete with SEO analysis and recommendations for copywriting and design change
  • Who should be on your marketing team, and what tasks can be delegated to a contractor

During our consulting intensive, we’ll tackle your biggest marketing challenges so that you can move forward with confidence.

XYPN LIVE attendees can book for our 2023 rate of $1,999!

Have More Questions?

Our full-service content marketing offering allows you to fully delegate your team’s marketing tasks to our team of experts. We build custom solutions for our ongoing marketing clients that often include:

  • Blog writing
  • eBook creation and email nurture funnels
  • Email marketing and newsletters
  • Organic social media management
  • Social media graphic design
  • Podcasting

  • SEO monitoring and research
  • Google Analytics monitoring
  • Ongoing consulting and check-in’s
  • Maintaining relationships with other experts (graphic designers, web developers, etc.) to act as the primary point of contact for all your marketing efforts
  • Coordinated content efforts, including marketing automation, video, and podcasting

Free Resource: 5 Simple Ways to Make Your Marketing More Authentic