Simplified Marketing | Marketing Strategies for Financial Professionals

By Bianca Smith

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Category: Marketing

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Episodes: 67

Description

If you’re a financial professional tired of overcomplicated marketing, this podcast is your reset button.

This podcast is where financial pros like you learn how to reset what’s not working, breathe a little easier, and simplify your marketing so it actually works (and sounds like you).

I’m Bianca Smith, founder of Bee Simplified and every week I’ll share honest insights, simple strategies, and stories to help you bring more clarity and ease to your business.


Episode Date
66. A Heart-to-Heart Recap: Life & Business in 2025 and What’s Next for 2026
Nov 26, 2025
65. How Financial Pros Can Market Their Firm in 2026 Without Burning Out
Nov 19, 2025
64. Making SEO Simple (and Compliant) w/ Beth Chernes
Nov 12, 2025
63. Finding a Marketing Home Base for Your Accounting Firm
Nov 05, 2025
62. 3 Marketing Myths Keeping Financial Professionals Stuck
Oct 29, 2025
61. 6 Hard Truths About Marketing (Said with Love)
Oct 22, 2025
60. How to Build and Grow Your Email List w/ Melissa Seideman
Oct 15, 2025
59. Why Tax Season is the Wrong Time to Outsource Your Marketing
Oct 08, 2025
58. How to Humanize Your Marketing with Stories That Convert
Oct 01, 2025
57. The Marketing Metrics That Grow Your Accounting Firm
Sep 24, 2025
56. Is Your Website Helping or Hurting Your Accounting Firm? with Kristen Corey
Sep 17, 2025
55. Reset Your Marketing for Fall 2025
Sep 10, 2025
54. From Agency to Me: The Soft Rebrand Story
Sep 03, 2025
53. Mindset: Feeling Behind? Here’s How to Reset Without Guilt
Jul 30, 2025
52. Mindset: Simplify Your Marketing with One Thoughtful Post
Jul 23, 2025
51. Mindset: Marketing Doesn’t Have to Be Loud
Jul 16, 2025
50. Social Media: Repurpose Like a Pro: Turn 1 Tip into 3 Posts
Jul 09, 2025
49. Social Media: Stop Overthinking the Caption
Jul 02, 2025
48. Social Media: 3 Non-Cringe Social Media Posts That Show Off Your Expertise
Jun 25, 2025
47. Email Marketing: The Magic of a 3-Email Welcome Series
Jun 18, 2025
46. Email Marketing: The One Email You Should Send
Jun 11, 2025
45. Email Marketing: What to Say When You Don’t Know What to Write
Jun 04, 2025
44. Business, Life & Marketing: What’s Next for Summer
May 28, 2025
43. Reset Summer Marketing Camp for Financial Pros
May 21, 2025
42. What’s Actually Working on LinkedIn Right Now (Financial Edition)
May 14, 2025
41. How to Make Time for Marketing
May 07, 2025
40. Bringing Personality into Your Marketing
Apr 30, 2025
39. How to Know If Your Marketing Is Actually Working (Without Guessing)
Apr 23, 2025
38. How to Repurpose Content Without Sounding Repetitive
Apr 16, 2025
37. 3 Marketing Mistakes Financial Pros Keep Making (And How to Fix Them)
Apr 09, 2025
36. Strategic Scrolling vs Mindless Scrolling
Apr 02, 2025
35. How to Never Run Out of Content Ideas
Mar 26, 2025
34. Resetting the Way I Show Up on Social Media
Mar 19, 2025
33. Fall Back in Love with Your Marketing
Mar 12, 2025
32. Reset Your Marketing: Email Marketing
Mar 05, 2025
31. Reset Your Marketing: Social Media
Feb 26, 2025
30. Reset Your Marketing: Strategy
Feb 19, 2025
29. From Chaos to Clarity: Organizing Your Content
Feb 12, 2025
28. My Word of the Year: Reset
Feb 05, 2025
27. Social Media Changes You Need to Know: January 2025 Updates
Jan 29, 2025
26. How to Prep Your Marketing for Tax Season
Dec 04, 2024
25. How to Prioritize Activities and Increase Focus with Diana Alt
Nov 27, 2024
24. Inside My First Big Event: Highlights from FinCon
Nov 20, 2024
23. Networking, Branding, and Building Trust with Toni Brown
Nov 13, 2024
22. Behind the Scenes Wrapping up the Year & Prepping for a New Year in Business
Nov 06, 2024
21. What's Going on In the World of Social Media Marketing October Edition
Oct 30, 2024
20. How to Find Work/Life Harmony for Increased Joy & Profitability with Simone Little
Oct 23, 2024
19. Tales of Finance: Storytelling Strategies for Financial Experts
Oct 16, 2024
18. Marketing Before the Madness: Preparing Your Financial Firm for the Busy Season
Oct 09, 2024
17. How to Simplify Your Marketing with SEO with Stephanie Bilinsky
Oct 02, 2024
16. Real Talk: Templates & Onboarding
Sep 25, 2024
15. Why I Am Shifting to a Boutique Agency Model
Sep 18, 2024
14. My Marketing Strategy for August: Slowing Down
Aug 07, 2024
13. Simplifying Your Email Marketing with Shannon Vonderach
Jul 31, 2024
12. Diversify Your Marketing: Don't Put All Your Eggs in One Basket
Jul 24, 2024
11. Enhancing Your Marketing with Video w/ Erika Jones
Jul 17, 2024
10. Simplify Your Schedule: Theme Out Your Workweek
Jul 10, 2024
9. Simplify Your Content Strategy: Step-by-Step Guide to Building a Content Hub
Jul 03, 2024
8. Simplify Your Summer Marketing: How to Prep and Unplug
Jun 26, 2024
7. Integrating Marketing into Your Daily Routine
Jun 19, 2024
6. Building Bonds: Social Media Engagement for Financial Professionals
Jun 12, 2024
5. 3 Ways to Simplify Your Social Media Content: PBS Method - Part 2
Jun 05, 2024
4. 3 Ways to Simplify Your Social Media Content: PBS Method - Part 1
May 29, 2024
3. Humanize Your Brand Content Through Personal Stories
May 22, 2024
2. How We Infuse Our Mission, Vision, and Core Values into Our Marketing
May 22, 2024
1. Seasons of Entrepreneurship & Life: Embracing the Pivots
May 22, 2024
Trailer
May 14, 2024