Zoë Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them simplify and scale their marketing efforts.

Zoë’s aim is to find freedom by exploring options and choices in life.

“Finding freedom is not just about discovering one thing, but finding a place in your life where you feel like you have options and choices, and the confidence to choose what brings you joy,” she says.

Zoë established Perfectly Planned Content in 2016, driven by her passion for storytelling in personal finance. She has since become a niche expert and built a successful team of freelance writers and contractors.

Hearing about the positive impact financial advisors have on their clients’ lives is her favorite aspect of the job, and she dreams of one day owning a lake house to write about their journeys.

In this episode, you’ll learn:

  • How to effectively reach your target audience in a world of distractions.
  • The impact of financial advisors and planners on communities.
  • The psychology of living seasonally.

If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

By: Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …
1 2 3 140