Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

Stop Overthinking Your Social Media Posts (They're Easier Than You Think)   Social media doesn't have to feel like a stage where you're expected to perform, dance, or drop one-liners. And no, you don't need to go full “influencer” to grow your firm online.   In this episode, I'm sharing 3 types of social media posts that are: ✨ Super helpful to your audience ✨ Cringe-free (no dancing, I promise) ✨ Easy to write, even if you're not “a content person” ✨ Designed to build trust and show your expertise   This is the kind of strategy you can actually stick with—because it works, and it feels good to post. Grab your free content hub: The Simplified Content Hub - Simplified Marketing Services   Book a Free Call: Simplified Marketing Services   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

Email marketing can feel like a lot. And the email welcome sequence? That part tends to get skipped altogether (no shame, I've been there too). But here's the thing: those first few emails someone gets after joining your list? They actually matter a lot.   In this episode, I am breaking down the simple but powerful welcome sequence that helps financial pros like you build trust fast—without overthinking it.   In this episode, I chat about: ✨ Why your email welcome sequence is more important than you think ✨ The three-email format that keeps things simple and effective ✨ What to say in each email (with examples!) ✨ Easy ways to create connection—without sounding salesy ✨ A quick action step to reset your email marketing today Book a Free Call: Simplified Marketing Services   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Let's talk about one of the most low-effort, high-impact emails you probably forgot to send.   It's not a pitch. It's not a full-on newsletter. It's just a simple check-in.   In this episode, I'm breaking down how a short, thoughtful email—yes, even straight from your personal inbox—can help you stand out, rebuild connections, and boost visibility without selling anything.   In this episode, I chat about: ✨ The underrated “thinking of you” email that financial pros aren't using ✨ Real examples of what to say (no cringe, no awkward vibes) ✨ Why this works so well for trust and visibility ✨ A quick reset challenge to reconnect with three people this week Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Staring at a blank screen when it's time to write an email?   Yep, I've been there too—more times than I can count. But what if I told you your next great email idea is already sitting in your DMs, call notes, or client convos?   In this episode, I break down: ✨ Why overthinking your emails is killing your consistency ✨ The one powerful prompt that makes writing easier (and more fun) ✨ How to turn client questions into content that connects ✨ Real examples you can swipe and try this week   If writing emails stresses you out, this reset is for you.   Book a Free Call: Simplified Marketing Services   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Summer marketing doesn't have to mean burnout—or ghosting your audience.   In this episode, I'm giving you a behind-the-scenes look at: ☀️ How I'm simplifying my content this summer ☀️ Why I created the “Five Minute Marketing Reset” series ☀️ What's actually changing in the marketing world (spoiler: it's not just the platforms) ☀️ The importance of rest, reconnection, and strategy this season   Plus, I share a proud mom moment

Summer hits and suddenly… you're either completely over marketing or scrambling to make up for all the posts and emails you didn't send during tax season.   But what if you gave yourself permission to reset instead of burn out?   In this episode, I'm switching things up and sharing a behind-the-scenes look at my Reset Summer Marketing Camp—a cozy little 5-day refresh for financial professionals who want to move their marketing forward (without overwhelm).   In this episode, I break down: ✨ The summer slowdown mindset shift financial pros really need ✨ Why this season is the perfect time to audit and reflect ✨ 5 simple, cozy tasks to reconnect with your brand ✨ How to make the most of just one hour a day for one week   This isn't about doing more—it's about checking in, clearing the chaos, and moving forward with ease.   Book a Free Call: Simplified Marketing Services   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

LinkedIn can feel like the “suit and tie” of social platforms—stiff, slow, and not made for financial pros trying to simplify things. But what if I told you, it's actually one of the best platforms to grow your visibility as an Accoutant, CPA or CFO.   In this episode, I break down: ✨ What Metricool's 2025 study uncovered about LinkedIn ✨ Why financial content is getting clicks and engagement ✨ The post types that are working right now (and how to use them) ✨ Easy poll ideas to boost visibility and connect with your audience ✨ A realistic weekly content plan that won't take over your life     Check out Metricool.   Book a Free Call.     Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

Marketing can feel like just one more thing—especially when you're deep in client work, juggling family life, or just plain exhausted. If marketing is always last on your list, this episode will help you breathe a little easier.   In this episode, I chat about: ✨  Why marketing feels overwhelming (and why it's not your fault) ✨  How to simplify without sacrificing strategy ✨  Why you don't need to be on every platform ✨  6 practical tips to save time and stay visible ✨  How to plan your marketing around your life, not against it Marketing Strategy Roadmap:  Marketing Roadmap - Simplified Marketing Services   Book a Free Call: Contact - Simplified Marketing Services   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing can feel overly polished, overly stiff, and—let's be real—just not like you. If you've been hiding behind your logo, stuck in corporate-style content, or unsure how to show more of your personality without oversharing, this episode is for you.   In this episode, I chat about: ✨ Why hiding behind professional content might be holding you back ✨ How to bring more of you into your brand without feeling “too much” ✨ A simple 80/20 formula to help your content connect and convert ✨ How to weave in your values and personality to make marketing more fun   If your content feels flat or you're tired of blending in, this episode will show you how to make your marketing come alive—just by being yourself. Services: Services - Simplified Marketing Services Book a Free Call: Contact - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing can feel like shouting into the void—especially when you're doing all the “right” things, but nothing seems to click. If you've ever wondered, “Is this even working?”—this episode is for you.   In this episode, I chat about: ✨ Why your marketing might not be getting results (even if you're being consistent) ✨ The TAP method: a simple framework to help you test, analyze, and pivot your marketing ✨ Why likes and comments don't tell the whole story (and what actually matters) ✨ How to stop guessing and start using your data Whether you're an accountant, CPA, or fractional CFO—this episode will help you approach marketing like an experiment (and finally get some answers). Services: Services - Simplified Marketing Services Book a Free Call: Contact - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing can feel like a never-ending to-do list—especially for financial professionals juggling deadlines, client calls, and everything in between. If you've ever second-guessed repeating yourself or felt pressure to constantly create new content, this episode is a must-listen.   In this episode, I chat about: Why repeating yourself in your content is actually a smart strategy How repurposing saves time and builds trust How to shift your mindset from “I'm being repetitive” to “I'm being remembered” A simple way to think about content repurposing using your favorite pair of jeans How to turn one piece of long-form content into an entire week of marketing   Episode 12:  Simplified Marketing | Simplified Marketing Strategies for Financial Professionals   Services: Services - Simplified Marketing Services Book a Free Call: Contact - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

Marketing can make or break your business—especially for financial pros who want to grow but feel stuck, unseen, or like they're shouting into the void. If you're relying on cookie-cutter content or getting caught up in engagement pods, this episode is the tough love (with lots of heart!) you didn't know you needed. In this episode, I chat about:   What "ready-made" content is and how it's hurting your credibility Why blending in with generic templates makes you forgettable The client onboarding process: why good marketing takes time and strategy Why talking to your peers instead of your ideal clients is hurting your visibility The truth about engagement pods and how they confuse the algorithm Tips for building marketing that reflects you—your voice, your values, and your vibe   Services: Services - Simplified Marketing Services Book a Free Call: Contact - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

Are you mindlessly scrolling your way into burnout?   Social media is practically inescapable—and while it can be a powerful tool for connection and business, it can also quietly become a major drain on your time, energy, and mental health.   In this episode, I get real about the difference between mindless scrolling and strategic scrolling—and how to reclaim your time without abandoning the platforms that support your business.   In this episode, I chat about: ✨ The sneaky way social media keeps you hooked—and how to take back control ✨ The difference between scrolling for business vs. boredom (yes, there's a BIG one) ✨ What “strategic scrolling” actually looks like—and how I manage multiple accounts ✨ Tips to set healthy boundaries without deleting your favorite apps ✨ How to create a simple daily scroll schedule that works for you, not against you   If you've ever felt like social media is running your life instead of supporting it, this episode will help you reset, refocus, and scroll with intention.     Services: Services - Simplified Marketing Services Book a Free Call: Contact - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Feeling stuck when it comes to creating content? You're not alone.   Even as a marketer, I've had those days where my brain just says “nope” and creativity runs dry. But here's the truth: if you're in the financial industry—whether you're a CPA, accountant, or CFO—you are never actually out of content ideas. You just need to know where to look.   In this episode, I chat about: The real reason you're not out of ideas—you're just mentally drained How to create a simple “content hub” to capture your inspiration Where to find unlimited content ideas in your everyday work Why repurposing your best content is smarter (and no, no one will notice) If content creation feels like a full-time job, this episode will help you simplify, systemize, and stay inspired.   Services: Services - Simplified Marketing Services Book a Free Call: Contact - Simplified Marketing Services Resources: The Simplified Content Hub - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

Social media can feel draining—especially when you're caught in a cycle of endless content creation, mindless scrolling, and feeling like you're not seeing results. If you're feeling overwhelmed or exhausted by social media, it's time for a reset.   In this episode, I chat about: Why I had to reset my approach to social media in 2025 The biggest mistake business owners make when scrolling social media Why posting every day isn't the key to success—and what is How to separate personal and business social media use for better balance Why "Lookaloos" (silent leads) matter more than vanity metrics How to make social media feel energizing instead of exhausting Reset Your Marketing: https://simplifiedmarketingservices.com/reset-your-marketing/ Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

Marketing can often feel like a chore—especially for financial professionals who already have a lot on their plate. If you've been feeling burnt out, overwhelmed, or stuck in a repetitive cycle, this episode is for you.   In this episode, I chat about: Why marketing feels redundant and how to break the cycle The surprising stats that show your audience isn't seeing everything you post Why comparison is killing your joy—and what to do instead How to simplify your strategy so you don't have to post every day Finding a content format that works for you (yes, even without video) Adding personality and storytelling to make marketing more fun Remembering your "why" to fuel your marketing efforts Reset Your Marketing: https://simplifiedmarketingservices.com/reset-your-marketing/ Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/  LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Email marketing remains one of the most powerful ways to connect with your audience, but if your emails aren't getting engagement, it might be time for a reset.    In this episode, I chat about: Why resetting your email marketing is crucial for 2025 Conducting an email marketing audit to boost engagement Optimizing lead magnets for better conversions Updating nurture sequences to align with your audience's needs Cleaning up your email list for better deliverability Evaluating your email provider and exploring better options Small strategies to increase email performance and engagement     Resources Mentioned: Freebies: https://simplifiedmarketingservices.com/resources/ Reset Your Marketing Program: https://simplifiedmarketingservices.com/reset-your-marketing/     Book a Free Call: Simplified Marketing Services     Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices  

Social media can feel overwhelming with countless platforms, trends, and opinions, but in this episode, I simplify the process by helping you reset your social media presence. Learn how to conduct a social media audit, analyze your analytics, and make strategic adjustments that work for your financial business.     In this episode, I chat about: Resetting Your Social Media Presence Conducting a Social Media Audit Analyzing Your Analytics for Better Engagement Strategic Adjustments for Instagram and LinkedIn Building a Simplified Social Media Plan Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing shouldn't feel overwhelming or like a never-ending cycle of stress—especially if you're already balancing the demands of your financial business.    In this episode, I'm kicking off the Reset Your Marketing series to help you refine your strategy, align it with your business goals, and create a plan that works for you in 2025.   In this episode, I chat about: Why You Need a Marketing Strategy How to Audit Your Current Strategy Building a Strategy That Works Analyzing and Adjusting Your Strategy   Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing shouldn't feel like a never-ending game of catch-up—especially if you're already overwhelmed with client work. In this episode, I'm breaking down a simple system that will help you stay organized, repurpose content effectively, and get more consistent with your marketing—without the stress.     In this episode, I chat about: The Content Hub Method: A simple system to organize all your marketing content in one place. Why Marketing Feels Overwhelming: And how to shift from chaos to clarity.  How to Repurpose Content Like a Pro: Stop starting from scratch—turn one post into multiple pieces of content. Tools to Keep You Organized: My favorite platform for managing content (spoiler: I'm obsessed with Airtable!). The Secret to Marketing Consistency: How to create a plan that actually works, even when you're busy.     Resources: Free Airtable Content Hub Template Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

After a busy year, it's time to step back, reflect, and hit the reset button. This episode is all about embracing a fresh start and setting yourself up for success in 2025. If you've been feeling overwhelmed or stretched thin, this conversation will help you simplify, refocus, and move forward with clarity.   Resetting doesn't mean starting over—it means refining what's working, letting go of what's not, and making space for something even better. In this episode, I'll share how I'm approaching my own reset in both business and life and offer some insights to help you do the same.   In this episode, I chat about: Mindset Reset: How to shift away from always being “on” and focus on intentional growth. Strategy Reset: Why 2025 is the year of quality over quantity when it comes to content. Operations Reset: Simple ways to streamline systems, automate tasks, and make marketing easier. Creative Reset: The power of fresh storytelling and experimenting with new content formats. Relationship Reset: Finding balance in business and personal life as priorities evolve.   Resources: The Storytelling Guide Reels Simplified  Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

After over a month away I'm finally back and so excited to catch up with you all. This episode is jam-packed with all the latest social media updates for January 2025. From Instagram's new grid format to Threads' scheduling capabilities, every platform is shaking things up—and I'm here to simplify it for you.   If keeping up with these changes feels overwhelming, don't worry—I've got you covered. In this episode, I break down the highlights, share actionable insights, and offer tips to help you embrace the ever-changing world of social media.     In this episode, I chat about: Facebook Updates: Meta's Breakthrough Bonuses program for creators and changes to its content moderation approach. Instagram Updates: Ranking tips, the new grid format, and why creativity and connection are key for 2025. Threads: Native scheduling on Threads, and post analytics. LinkedIn Updates: Multiple cover photos for premium users, creative trends for 2025, and why video is taking center stage. Why video is the common thread across almost every platform—and how to start experimenting with it this year. Tips for staying ahead without stressing, and how my team can take this off your plate entirely.   Resources: Metricool     Book a Free Call: Simplified Marketing Services       Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

This week, I'm wrapping up the year with tips to help tax professionals prepare their marketing for tax season.   Tax season can be overwhelming, and marketing often gets pushed to the back burner. But taking a break can lead to disengaged audiences and a tougher time rebuilding momentum later. This episode is all about how to stay consistent—even when you're busy—by planning ahead.     In this episode, I chat about: Why consistency in marketing matters during tax season The ripple effect of pausing your marketing efforts 4 practical steps to prepare your marketing now: Batching your content Repurposing high-performing materials Automating processes to save time Outsourcing tasks to stay focused on clients How to scale back without disappearing completely   Resources: Metricool Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!

Focus and prioritization are essential skills for professionals and business owners who juggle multiple responsibilities. Identifying what's truly important and dedicating time to it can be transformative for productivity and well-being.     In this episode, I chat with Diana Alt, an executive coach and career growth strategist, about how to prioritize activities and increase focus in both life and business. In this episode we chat about: Diana's Journey from Technology to Executive Coaching The Concept of Glass Balls vs. Rubber Balls How to Prioritize What Matters Most Productivity Hacks for Busy Professionals Leveraging Clifton Strengths in Business and Marketing Aligning Your Strengths with Your Team and Goals     About the Guest: Diana Alt is a no-BS executive coach and career growth strategist who helps you become the boss of your career or business. She helps people align their lives and their work in a way that feels good—not like a long, slow march to oblivion. Connect with Diana below: Instagram  LinkedIn Website  YouTube

This week, I'm sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience. In this episode, I chat about: Why I Attended FinCon The Amazing Conference App Navigating the First Day Jitters What I Loved About FinCon Challenges and Lessons Learned Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!

Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries. In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on the importance of personal branding and effective networking strategies.   In this episode we chat about: Toni's Journey from Corporate America to Entrepreneurship The Importance of Personal Branding Networking Strategies  Challenges Financial Professionals Face with Marketing Utilizing Social Media & Content for Brand Visibility Personal Branding Tools and Tips   Resources Mentioned: Personal Brand Checklist About the Guest: As a speaker and consultant, Toni shares branding strategies and insights with women transitioning from corporate to entrepreneurship, with features on platforms like Bmore Lifestyle TV, Revision Path, and Grow with Google. Connect with Toni below: Instagram  LinkedIn Website   

I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business.    If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead. In this episode, I chat about: Why We Pause Onboarding During the Holidays he Importance of Early Planning 2025 Strategy Process Reflecting on Business Performance Setting Business KPIs for the New Year Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!

What's going on in the world of social media marketing?   Social media marketing is constantly evolving, and staying up-to-date is crucial. Let's dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what's currently working on each platform and how you can use these strategies in your marketing.   In this episode, I chat about: Instagram Updates: LinkedIn Changes: Threads Tips: Actionable Steps for Listeners Sign up: Simplified Marketing Newsletter Book a Free Call: Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!

Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability? In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy seasons. Through her signature "Four P's" approach—Priorities, Productivity, Processes, and Planning — Simone offers actionable steps to help listeners balance their energy, avoid stress, and grow both their life and business. In this episode, we chat about: Work-Life Harmony vs. Work-Life Balance Simone's Approach to Productivity Strategies for Financial Professionals to find Increased Joy and Profitability Actionable Steps for Increased Joy and Profitability Resources Mentioned: Regain Your Energy Quick About the Guest: Simone is a renowned Lifestyle Designer. For over 10 years, she has dedicated herself to helping women build strong, impactful lives and businesses. Specializing in working with emotion-driven entrepreneurs who seek a balance between a soft life and hustle culture, Simone brings a unique perspective that resonates deeply. Connect with Simone below: Instagram  Website

What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choose you over a competitor?   In this episode, I talk about the power of storytelling in the financial industry and how it can transform your business. Learn why it's crucial to step away from the financial jargon and start connecting with clients on a personal level by sharing your unique journey and client success stories.   In this episode, I chat about: Why Storytelling Matters How to Craft Your Story Examples of Effective Storytelling Where to Share Your Story Grab your FREE Resources: Resources - Simplified Marketing Services Work with us: Services - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!

Don't wait until you're overwhelmed to outsource your marketing. Invest the time now to ensure your marketing is not just surviving but thriving during peak seasons.   In this episode of the Simplified Marketing Podcast, I discuss the importance of outsourcing your marketing strategy well ahead of your financial firm's busy season.  In this episode, I chat about: Why Timing is Everything The Risk of Hiring Under Stress: VAs vs. Marketing Strategists: Long-Term ROI of Early Hiring: Grab your FREE Resources: Resources - Simplified Marketing Services   4 ways to work with us: Services - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!  

What is SEO? What does it mean? How does it work? How do you use SEO in your marketing? Learn how to Simplify Your Marketing with SEO. In this episode, I sit down with Stephanie, an SEO copywriter and founder of Brandscended. She helps small businesses connect with their dream clients by crafting high-quality SEO-optimized content that establishes authority and drives leads. Stephanie shares her insights on SEO, blogging, and how to simplify your marketing efforts to thrive without hustling on social media.   In this episode, I chat about: The importance of SEO for financial professionals and how it simplifies marketing. What SEO (Search Engine Optimization) is and how it helps small businesses rank on Google. How to start with SEO: Understanding your audience and building a keyword strategy. The power of SEO blogging and how it can bring long-lasting traffic to your website. Using SEO and blogging to relieve pressure from social media marketing.   Resources Mentioned: Newsletter Guide to Alt Text Keyword Research Tool-Ubersuggest About the Guest: Stephanie is an SEO copywriter who helps small businesses connect with their dream clients on Google. At Brandcendent, she crafts quality content that establishes authority and drives leads so that service providers can thrive without having to hustle so hard on social media. Get your free copy of her guide Alt Text 101 to get your images ranking on Google.   Connect with Stephanie below: Instagram  Website  TikTok LinkedIn

I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don't know what you don't know,” and I think it's time we dive into a couple of topics that need addressing.   In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media management and content creation: ready-made content and the client onboarding process. Let's explore the importance of authenticity in marketing and the essential steps for a smooth onboarding experience. In this episode, I chat about: Why using generic content can harm your brand The significance of a unique brand voice The process of extracting personal brand elements during content creation The importance of cohesive messaging across social media and websites Common misunderstandings in onboarding expectations Importance of clear communication between client and social media manager Grab your FREE Resources: Resources - Simplified Marketing Services 4 ways to work with us: Services - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!  

I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions for your personal and business growth—even when it means stepping away from the hustle. I dive deep into the concept of embracing change in entrepreneurship and introducing my transition to a boutique agency model. I also highlight the importance of focusing on communication and building strong, meaningful relationships with her clients. In this episode, I chat about: My move from Madrid to Sevilla, Spain Helping my daughters settle into off-campus housing in the U.S. Moving my agency to a boutique agency model The value of stepping back to reflect on my business's direction Why communication and personalized service are key in my boutique agency model How specializing in the financial industry sets my agency apart Grab your FREE Resources: Resources - Simplified Marketing Services 4 ways to work with us: Services - Simplified Marketing Services Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!  

August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing presence and how to make the most of a summer hiatus. In this episode, I chat about: Importance of Taking a Break Scheduled Breaks Content Strategy for August Grab your FREE Resources: https://simplifiedmarketingservices.com/resources/ Book a one-time marketing strategy with our marketing roadmap: https://simplifiedmarketingservices.com/marketing-roadmap/ Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!

Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use.      In this episode, I chat with Shannon Vonderach about all things email marketing and its essential role in business success. Join us as we explore the journey from near business collapse to discovering the potential of a strong email list. We discuss practical strategies to kickstart your email marketing efforts and how to leverage this powerful tool to connect with your audience and boost your business growth. In this episode, we chat about: The importance of email marketing Getting started with email marketing Common misconceptions and challenges Actionable tips to start and grow your email list Resources Mentioned: Email Marketing Platforms: Flodesk MailerLite ConvertKit Promotional Offer: Get 50% off your first year with Flowdesk using this link. About the Guest:   Shannon Vondi. Shannon (aka Mrs. Vondy and often called The Email Queen) went from burnt-out wedding photographer to email obsessed when she sent ONE email and earned $2600. After earning an additional 13k that year from email marketing alone, she created The Email Club. Now, through her Email Club Membership, she's helped hundreds of business owners discover that email is easy, fun, and extremely profitable.   When she isn't talking about email or mentoring business owners, you can find her snuggled up on the sofa binging Netflix with her husband and their 2 rescue huskies.  Connect with Shannon below: Instagram  Website  Email list  

Let's talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketing strategy uses multiple ways of reaching potential clients. For example, you might use social media AND email marketing. In this episode, I dive into the critical topic of diversifying your marketing strategy, how important it is to not rely solely on social media, and explore various marketing channels to ensure your business thrives even when you need to take a break.      In this episode, I chat about: The Risks of Single-Channel Marketing The Benefits of Diversified Marketing How to Diversify Your Marketing The Importance of Taking Breaks Social Media Dependency Grab your FREE Resource: The Simplified Guide to Diversified Marketing Strategies https://simplifiedmarketingservices.com/resources/ Book a one-time marketing strategy with our marketing roadmap: https://simplifiedmarketingservices.com/marketing-roadmap/ Book a coffee chat: https://calendly.com/biancamsmith/coffee-chat-w-bianca     Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!  

Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience, making it a vital tool for connecting with clients outside your time zone or local community.     In today's episode, my guest, Erika Jones shares her expertise in video marketing, discussing its importance and providing actionable tips for financial professionals to integrate video into their marketing strategies. In this episode, we chat about: The Importance of Video Marketing Ericka's Journey to Video Marketing Benefits of Video Marketing for Financial Professionals Overcoming the Fear of Being on Camera Simplifying Video Marketing Repurposing Content Tips for Financial Professionals to Get Started About the Guest:   Erika Jones is the brains and hands behind Intelligent Octopus video editing. She loves to work with the video editing details of your business projects. She began editing in college, on what was then the only digital editing computer on campus. Since then, she has worked in corporate, non-profit, and online video editing.   Some of us thrive in creating content, talking to interview guests, or teaching. Erika loves to help all of those endeavors shine with no-nonsense, simple editing that makes your content shine. With over 15 years of experience, she takes all of the rewatching and detail work out of your hands and returns a deceptively simple-looking video to you with all of the details in the right places.     Connect with Erika below: Website LinkedIn Facebook

As financial professionals, your days are often filled with client work and if you haven't outsourced your marketing then marketing your business and all the other things we have to do as business hours. This is why simplifying your schedule and having dedicated theme days and time blocking can reduce the overwhelm you may feel.   In today's episode, I'm sharing how you can simplify your scheduling by theming out your week. This will save you time, and energy, let you get more work done, and give you more focus on your business. In this episode, I chat about: What is a Themed Workweek Key Benefits of a Themed Workweek: Journey to Themed Workdays Steps to Create Your Themed Workweek Getting Started: Tips for Success Grab your FREE Resources: https://simplifiedmarketingservices.com/resources/ Book a one-time marketing strategy with our marketing roadmap: https://simplifiedmarketingservices.com/marketing-roadmap/ Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!  

Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walking into a cozy, well-organized bookstore where books are neatly categorized by genre and author, making it easy to find what you need and enjoy your visit. This is the experience you want with your content—a feeling of calm and order, not overwhelm.   In today's episode, I'm sharing on how a content hub serves as your organized bookstore, a centralized location where all your content is stored, organized, and easily accessible. It's your personal content sanctuary, helping you control the chaos and amplify your marketing efforts.   In this episode, I chat about: How to simplify your marketing with a content hub Why you need a content hub Benefits of using Airtable for your content hub A step-by-step guide to building your content hub   Grab your FREE Simplified Content Hub: https://simplifiedmarketingservices.com/the-simplified-content-hub/     Book a one-time marketing strategy with our marketing roadmap: https://simplifiedmarketingservices.com/marketing-roadmap/ Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!  

It's easy to want to reduce your marketing this summer and just sit by the beach or pool all day. But stopping your marketing can be a big mistake. Even during the busiest seasons, or the lazy days of summer, nurturing your audience is crucial. Think of it like tending to a garden. Just as plants need regular care, so does your marketing. If neglected, both can wither away.   In today's episode, I'm sharing tips on how to maintain your marketing momentum during the summer while still enjoying some much-needed downtime. In this episode, I chat about:   Embracing the Summer Vibes Common Marketing Mistakes in the Summer Keeping Your Marketing Alive Without the Stress Scaling Back Without Losing Touch Unplugging from marketing Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections! Grab your FREE Simplified Content Hub: https://simplifiedmarketingservices.com/the-simplified-content-hub/ Book a one-time marketing strategy with our marketing roadmap: https://simplifiedmarketingservices.com/marketing-roadmap/ PBS Method (Plan, Batch & Schedule): Episode 4: https://simplifiedmarketingservices.podbean.com/e/simplifyyourcontentpbsmethodpart1/ Episode 5: https://simplifiedmarketingservices.podbean.com/e/simplifyyourcontentpbsmethodpart2/ Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing doesn't have to be a separate chore. It can be seamlessly woven into your day-to-day life. Find what works best for you and embrace the freedom and creativity that entrepreneurship offers.   In today's episode, I'll explore the concept of work/life integration and how blending your business and personal life can lead to a more fulfilling and less stressful routine. I'll share personal stories and practical tips on integrating marketing tasks into your daily life, ensuring your marketing efforts are effective and sustainable.   In this episode, I chat about: Work/Life Integration vs. Work/Life Balance Embracing an Unstructured Schedule Finding Your Unique Rhythm Practical Tips for Seamless Marketing Integration Reflecting on Your Day   Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections! Grab your FREE resources: https://simplifiedmarketingservices.com/resources/ Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices      

Have you ever wondered if you're truly leveraging the full potential of social media to create lasting client relationships? If so, you're in the right place.   In today's episode, we'll be exploring how financial professionals can transform social media from a mere broadcast tool into a powerful platform for building genuine relationships. We'll discuss lead generation, building referrals, and how to humanize your brand.   In this episode, I chat about:   Connecting Over Content Building Bonds Through Lead Generation LinkedIn Lead Generation Tips Nurturing Referrals and Business Connections on Instagram Humanizing Your Brand The Importance of Social Media Engagement   Have a question or a topic you'd like us to cover? Drop me a message on LinkedIn or Instagram. Let's keep the conversation going and build those meaningful connections!   Grab your FREE resources: https://simplifiedmarketingservices.com/resources/   Let's Connect:   Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

As a business owner, simplifying content creation is crucial for marketing and maintaining an effective social media presence without feeling overwhelmed. It's the key to streamlining your processes and reducing the time and effort spent producing and managing content. This allows you to focus on core activities like strategy development and customer engagement while ensuring a consistent flow of high-quality content without burnout. A simplified approach to content creation leads to better resource management, increased productivity, and more impactful marketing efforts.   In this episode, I discuss how you can simplify content creation through batching and scheduling, which are part of the PBS (Planning, Batching, and Scheduling) method, can simplify content creation. Listen and learn how these techniques can help you manage your content more effectively, reduce stress, and free up time for other critical business activities.   In this episode, I chat about: Picking a marketing day for content creation How to plan your content creation week by week  Creating templates to streamline your graphics creation process  Why you need to stop using template shops How to choose a scheduler that works best for your business    Resources:   Grab your FREE Content Hub: https://simplifiedmarketingservices.com/the-simplified-content-hub/   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

As a business owner, creating marketing content, particularly for social media, can be very demanding. You have to think about the ideas, create the graphics, write a copy, do the hashtag research, and schedule your posts. When marketing isn't your thing, these tasks can quickly become overwhelming, leading to burnout. Content creation demands time, creativity, and strategic planning, making it a challenge for those juggling multiple aspects of their business. However, the good news is that creating a steady flow of high-quality marketing content without burnout is possible. With a clear strategy, you can effectively create content that promotes your business on social media.   In this episode, I discuss how to plan social media content using my PBS (Planning, Batching, and Scheduling) method. Let's explore how this structured approach can simplify and streamline the often-overwhelming content creation process by breaking it down into 5 pillars that can help you build and maintain a consistent and engaging online presence.    In this episode, I chat about:   How to simplify marketing when it comes to content  How to use the PBS method to organize and streamline your content  Tips to make your content planning and creation fun How to tailor your content for your clientele  How to choose your topics, write a copy, and create graphics  4 actionable steps for planning your social media content   Resources:   Grab your FREE Content Hub: https://simplifiedmarketingservices.com/the-simplified-content-hub/   Let's Connect:   Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

The human side of your brand is very critical and it's about infusing authenticity, empathy, and human connection into your brand's identity and interactions. In a marketplace increasingly driven by technology and automation, consumers crave genuine and relatable experiences. By humanizing your brand, you build trust and loyalty, as customers feel understood and valued. Humanizing your brand opens a door for transparent communication, personalized service, and a consistent demonstration of your brand's values and personality.    In this episode, I discuss strategies for humanizing your brand, being authentic, and increasing your traction. Listen and learn how to leverage storytelling in your messaging to build genuine connections with your audience.    In this episode, I chat about: What it means to humanize your brand. How to create authentic content that aligns with your brand mission and values Three strategies to humanize your brand with the power of personal stories How to share your journey and help your audience connect with real experiences How to add a human touch to your brand using clients' success stories How to humanize your brand through lessons learned Humanize your brand carousel: https://www.instagram.com/p/C7CDB4_L5mC/?img_index=1   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

As a business owner looking to drive sustainable growth and success, infusing your mission, vision, and core values into your marketing can help create a cohesive and authentic brand identity that resonates deeply with your audience. This integration is the key to maintaining clarity and focus in your marketing strategies, ensuring that all campaigns and content are purpose-driven and aligned with your objectives. By consistently communicating your values, beliefs, and long-term goals, you differentiate your brand in a crowded marketplace and build a strong, recognizable presence.    In this episode, I talk about how I infuse our mission, vision, and core values into our marketing at Simplified Marketing Services. Our goal is to help you know us on a deeper level, understand who we are as an agency, and get some tips on how you can make every marketing effort reflect the true essence of your business to maximize your profitability. In this episode, I chat about: Simplified Marketing Services mission, vision, and core values How we create content that helps clients become thought leaders in their industry How to create content that builds a brand  Simplified Marketing Services' 5 core values and how we live up to them. How to put family first as a core value without compromising your success Why you shouldn't stop your marketing reel: https://www.instagram.com/p/C69A1wSuSyb/   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

Cultivating a pivotal mindset is crucial for any business owner. Recognizing that change and adaptation are not just inevitable but essential for growth and success. When market conditions shift, customer needs evolve, or unforeseen challenges arise, the ability to pivot allows us to remain resilient and relevant. This means being open to reevaluating strategies, experimenting with new approaches, and sometimes making tough decisions to move in a different direction. By embracing the pivot, you can turn ideas and potential setbacks into opportunities for innovation and improvement, ultimately leading to a stronger, more successful business.   In this introductory episode of the Simplified Marketing podcast, your host, Bianca, shares the pivotal moments that have shaped her career, from her days as a military spouse to becoming a marketing strategist and the inspiration behind the podcast. Bianca is a marketing strategist for financial professionals who want to humanize their brand content through storytelling. In this episode, she chats about: Introduction to the Simplified Marketing Podcast: An overview of what the podcast covers and what to expect How to integrate your life and business while simplifying your marketing The different Seasons of business owners and entrepreneurship experience  How pivoting got Bianca to where she is today Bianca's story of transitioning from a veteran & military spouse to a marketing strategist   Let's Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices Instagram: http://www.instagram.com/simplifiedmarketingservices

Are you a CPA, CFO, bookkeeper, or another financial professional struggling with your marketing?   Do you want to find ways to simplify your marketing and learn how to integrate marketing into your everyday life?   If so, welcome to the Simplified Marketing Podcast.   I'm your host, Bianca Smith. I'm here to share the lessons I've learned and the wisdom gained from running a financial marketing agency.   I'm going to give you actionable steps to not only simplify your marketing as a financial professional but also how to humanize your brand and integrate marketing into your daily routine. I'm also keeping it real about the ups and downs of this entrepreneurial rollercoaster.   Connect with me on social: Instagram: https://www.instagram.com/simplifiedmarketingservices/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/   Grab your free resources: https://simplifiedmarketingservices.com/resources/