New tools for financial professionals managing marketing in-house

WealthProTools

Content Planning

30-Day Content Planning System

Leave a single planning session with a month of themes, topics, and publishing dates already decided.

$59Buy Now

Instant digital download. Single-business license.

What Is Included

  • 30-day planning calendar
  • Weekly content themes
  • 30 financial content ideas
  • Content-pillar worksheet
  • Repurposing map
  • AI customization prompts
  • Publishing checklist

Who It Is For

  • Advisors who publish inconsistently and want a repeatable rhythm
  • Wealth coaches balancing client work with marketing
  • Small teams coordinating a shared content calendar

What It Helps You Accomplish

  • Decide a month of topics in advance
  • Turn one idea into several formats using the repurposing map
  • Hand a clear calendar to whoever publishes

How to Use It

  1. 01

    Complete the content-pillar worksheet to set your themes.

  2. 02

    Place the 30 ideas onto the calendar week by week.

  3. 03

    Use the AI customization prompts to draft, then run the publishing checklist.

Frequently Asked Questions

Does this work if I only post twice a week?
Yes. The calendar supports different cadences; use the themes and drop the extra slots.
Do I need an AI tool to use it?
No. The AI prompts are optional accelerators, not a requirement.
Can a team share the calendar?
Yes, within the purchasing business.

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