Marketing that helps financial advisors grow.
I’m Zoe Meggert, founder, fractional CMO, and content strategist for fee-only advisors and RIAs who want a real marketing partner, not just another vendor.
What I do
For over a decade, I’ve helped financial advisors stop guessing at marketing and start building something that actually works: content that compounds, brands that attract the right clients, and strategy that elevates your marketing and helps you achieve your goals.
STRATEGY
Fractional
CMO
Your outsourced marketing leader, without the full-time hire.
CONTENT
Done-for-you content
Newsletters, blogs, social, and video, built for advisors.
SPEAKING
Conferences & podcasts
Practical, no-fluff marketing education for advisor audiences.
Marketing tailored to you. Results that speak for themselves.
I started Perfectly Planned Content in 2015 with one belief: financial advisors deserve better marketing. I’ve spent the last decade building a firm that does exactly that, specializing deeply so advisors don’t have to explain their world to us. We already live in it.