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.

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