Content Marketing for Financial Planners: Four Ideas for Telling Your Story and Connecting With Clients-Session recording

Video Transcription

Video Summary

Zoe Maggard, founder of Perfectly Planned Content, discusses the importance of content marketing for financial planners. She emphasizes the need to develop a marketing strategy that aligns with an advisor's needs and long-term goals. Zoe suggests conducting a branding exercise to determine the advisor's tone, plan for engagement, and lean into a niche. She also highlights the benefits of creating authentic content that builds trust and generates leads. Zoe recommends creating a content calendar that balances evergreen and timely topics, as well as niche-focused and general content. She advises advisors to find a medium they love and to repurpose and recycle their content to maximize its impact. Zoe emphasizes the importance of committing to a long-term marketing strategy, as content marketing takes time to show results. She concludes by offering resources and inviting advisors to connect with her for further assistance.

Keywords

Zoe Maggard

Perfectly Planned Content

content marketing

financial planners

marketing strategy

branding exercise

authentic content

content calendar