The PPC Marketing System

Scale your marketing strategy with our funnel building course -- complete with resources, best practice guides, on-demand learning, marketing calendar templates, content and graphic templates, and more.

Course Modules

11 self-paced learning modules. Evergreen and timely content templates. On-demand learning from industry professionals. And so much more.

1. Welcome, Start Here!
1. Content Marketing For Financial Planners: An Introduction
1. Using Your Brand Guides
1. What Are Client Avatars And Why Do You Need Them?
2. Creating Your Client Avatar "Buckets"
1. What’s a Funnel and How Do You Build One?
1. The "Awareness" Component of Your Funnel
1. The "Interest" Component of Your Funnel
1. The "Nurture" Component Of Your Funnel
2. 5 Ways to Repurpose Content in Your Marketing Strategy
1. The "Commit" Section Of Your Funnel
1. How Content Marketing Can Positively Impact Current Client Relationships
2. Bottom Up Marketing
3. Client Referral Ask Sample
4. Templated Email: Asking for a Google Review
1. Creating Your Marketing and Content Calendar
2. Quarterly Marketing Calendar (High Level)
3. Monthly Marketing Calendar Sample (Q1)
4. Holiday Calendar
5. Monthly Financial "Themes"
6. Simple Editorial Calendar Template
7. BLANK Marketing Calendar (holidays/events)
8. BLANK Monthly Marketing Calendar
1. Deciphering Website & Blog Analytics: The Basics
2. Social Media Analytics for the Awareness Portion Of Your Funnel
3. Tips For Local SEO
1. How Can You Leverage a Podcast to Grow Your Influence and Market Successfully with Matt Halloran of ProudMouth
2. Authentic Advisor Video: How To Incorporate Video Into Your Marketing Strategy
3. Maximizing Your Business Blog
4. How Does Video Fit Into Your Marketing Strategy? with Laura Garfield
5. Writing Bios That Convert: Allan Slider
6. Automating Your Marketing with Arielle Minicozzi
7. Working With a Graphic Designer with Amy High
8. Outsourcing Your Marketing with Michelle Wong
9. Getting Reviews: The Compliant Way with Chris Stanley
10. Ask The Expert: Leveraging Social Media with Niki Clark
1. Blogging Best Practice Guide
2. 50 Blog Post Ideas
3. 24 Content Ideas (COVID & Bear Markets)
4. Blog Template Outline
5. Writing a Year-End Client Newsletter
6. How To Leverage LinkedIn
7. 5 Ways to Make Your Marketing More Authentic
8. Website and Bio Template
1. How To Use Content Templates
2. Blog: The Why Behind Emergency Funds
3. Marketing Collateral: 2023 Tax Prep Checklist
4. Blog: How To Spring Clean Your Finances
5. Blog: Tax Strategies and Benefits for Couples Who Are Married Filing Jointly
6. Marketing Collateral: Email Welcome Nurture Sequence Templates
7. Marketing Collateral: Customizable Marketing Calendar Template
8. Blog: Insurance Overview: What Types of Policies Do You Need?
9. Marketing Collateral: Insurance Checklist
10. Blog: Budgeting for Childcare as New Parents
11. Blog: Employee Benefits Review
12. Blog: An Investor's Guide to Charitable Giving
13. Blog: What is Financial Planning?
14. Blog: Health Insurance Check-In: Do You Have Enough Coverage?
15. Blog: The Pros and Cons Between Working for a Few More Years and Retiring Early
16. Blog: Understanding Risk Tolerance
17. Blog: What To Consider With Your Parents' House When They Need Long-Term Care
18. Blog: 2025 Tax Changes
19. Blog: Elections & Markets
20. Blog: The Fed Interest Rates 2024
21. Blog: Mortgage Interest Rates 2024
1. Canva Social Media Graphic Templates
1. What are timely content pieces?
2. Blog: SECURE Act 2.0
3. Blog: Student Loan Forgiveness: What You Need To Know (2022)
4. Blog: Inflation Reduction Act of 2022
5. Blog: The Collapse of SVB
6. Blog: What the 2024 HSA Limit Increase Means for You and Your Finances
7. Blog: PPC System: Student Loan Payments are Restarting This Month: Here's What You Need to Know
1. Register Here!

About this course

$499.00
74 lessons
7.5 hours of video content
7 evergreen blog templates
Welcome email nurture sequence template
4 marketing collateral PDFs

Pricing options

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$499.00

Regular price

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What's Included?

The PPC Marketing System is the jump-start you need to reignite your marketing.

4 marketing collateral PDFs
7 evergreen blog templates
Customizable social media graphic templates
11-module self-paced course to build your unique marketing funnel
Bio writing template for you and your team
Welcome nurture sequence template for email marketing
Timely blog content updated regularly to reflect current events
On-demand learning modules with industry experts
Blog post idea list
Industry best practice guides and resources

Kick start your content marketing strategy today!

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