Simplified Marketing | Simplified Marketing Strategies for Financial Professionals
Are you a financial professional struggling with your marketing? Do you want to find ways to simplify your marketing? Ready to learn how to integrate marketing into your everyday life? In this podcast, I’m keeping it real about the ups and downs of this entrepreneurial rollercoaster while giving you marketing strategies, ways to humanize your brand content through storytelling, and work-life integration tips that will help you on your entrepreneurial journey. I’m Bianca Smith, the founder of Simplified Marketing Services, a financial marketing agency helping financial professionals (Accountants, CPAs, CFOs, Bookkeepers, etc.) humanize their brand content through storytelling using social media and email marketing. Tune in every week, and let’s get started on simplifying your marketing.
Episodes
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 t...
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 forw...
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 rig...
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 pr...
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 ...
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...
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
- Read more
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 hurti...
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.
...
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'r...
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 ...
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 ever...
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 co...
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
- Read more
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 Stra...
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 mar...
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 someth...
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 h...
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:
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