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

Course Information

Content Level: Intermediate
NAPFA Subject Area: K - Marketing and Practice Management

Course Description

In this session, Zoe Meggert, CEO of Perfectly Planned Content and marketing consultant, will be going over the tools every financial advisor needs to successfully kick off a content marketing strategy. The session will cover what content marketing is and why it's important for your business, how to create a sustainable content marketing strategy for your business, how to develop a strong brand, building a winning content calendar, and ways to successfully recycle your content for a scalable strategy.

Learning Objectives

Determine how to develop a marketing strategy built for long-term success
Learn how to build a content calendar that doesn't burn you out
Understand what elements go into a marketing strategy to create a scalable funnel

Speaker

Zoe Meggert

Zoë Meggert has built Perfectly Planned Content around financial planners because she firmly believes that they’re changing the world - one life at a time. Together with her clients, she and her team help develop and implement unique content marketing strategies that connect and convert.

Summary


Availability:	On-Demand
	Expires on Dec 31, 2024


Cost:	FREE


Credit Offered:	1 NAPFA CE Credit

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