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
Feeling like you're behind on marketing? You're not alone especially if you're a financial pro coming off of tax season or juggling a full life.
But here's the good news: You're not behind. You're not failing. You're human and your marketing doesn’t have to be perfect to be powerful.
In this episode, I’m wrapping up the 5-Minute Marketing series with a little reset and a big reminder:
- Why bein...
Marketing doesn’t have to take over your calendar or your sanity.
In this episode, I’m breaking down how you can keep your marketing simple, sustainable, and actually doable in just 10 minutes a week. No complex funnels. No 27-step plans. Just real, consistent visibility that fits into your life as a financial pro.
Here’s what I cover:
- Why you don’t need a fancy content calendar to stay visible ...
Marketing can feel like it’s built for extroverts: bold colors, bold claims, big personalities. But if you’re a quiet thinker (especially if you’re a financial pro), this episode is for you.
You don’t have to shout to stand out. Seriously.
In this episode, I break down:
- Why “quiet marketing” works for financial pros
- What your ideal clients are actually looking for
Feeling like you need to be on a content creation treadmill just to stay visible? Let’s put that myth to rest. You can get more mileage (and less stress) out of the advice you’re already giving clients every single day.
In this episode, I walk you through:
- Why creating brand-new content constantly is not the answer
- The power of repetition (and how it builds trust with...
If writing social media captions makes you freeze up, you’re not alone.
You don’t have to be a writer or storyteller to stop the scroll and make an impact. You just need a solid, simple structure and that’s exactly what I’m giving you today.
In this episode, I chat about:
- The 3-line caption formula that simplifies everything
- Real examples you can swipe and make you...
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 n...
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 cha...
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 “thinkin...
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 ...
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