When Melissa Joy, CFP® launched Pearl Planning, she already knew that video would play a major role in her marketing.
A decade later, she’s built a thriving, human-first brand with long-lasting video content, a strong LinkedIn presence, and podcast episodes that speak directly to her audience.
In this episode, Melissa shares how she stays relevant without being robotic, and what’s worked for her when it comes to building community, visibility, and authority.
Here are 3 secrets from Melissa:
#1 Record Stories That Stand the Test of Time
Melissa’s early videos, including one about her firm’s founding values, have continued to build trust years later because they tell a timeless, human story.
#2 Be Relevant and Personal on LinkedIn
Melissa shares how meaningful engagement, NOT cookie-cutter posts, keeps her top-of-mind with the right audience on LinkedIn.
#3 Just Start
Waiting for the perfect moment only delays your impact. Melissa explains why it’s better to get started – even on an imperfect day – and refine your process over time.
Tools Melissa Likes
👉 Pearl Planning’s About Page (featuring her story)
👉 Long-form content on the Pearl Planning YouTube Channel
Prefer to listen in? Get the full, uncut interview here:
👉 Listen to the podcast on Apple
