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PODCAST

Simplified Marketing | Marketing Strategies for Financial Professionals

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.

business marketing

All Episodes

16:29

62. 3 Marketing Myths Keeping Financial Professionals...

Simplified Marketing | Marketing Strategies for... ·

2025/10/29

Marketing in the financial industry can feel way more complicated than it needs to be. There are so many voices telling you what you “should” be doing, but most of them don’t actually understand the unique needs of accountants, CPAs, CFOs, and financial firms.I’m sharing three common marketing myths that are making financial pros feel overwhelmed, overworked, and burnt out; and what to do instead to simplify your strategy without sacrificing results. In this episode I chat about: ✨ Why trying

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14:14

61. 6 Hard Truths About Marketing (Said with Love)

Simplified Marketing | Marketing Strategies for... ·

2025/10/22

Your marketing doesn’t have to blend in to belong. Because when your marketing comes from you, people feel that and that’s what builds trust, credibility, and clients.In this episode, I share a few hard truths about what’s holding financial professionals back from marketing that actually works and how to fix it without burning everything down. In this episode, I chat about: Why random quote posts aren’t doing what you think they are How to know which “holiday posts” actually make sense for

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26:55

60. How to Build and Grow Your Email List w/ Melissa...

Simplified Marketing | Marketing Strategies for... ·

2025/10/15

LinkedIn and Instagram can feel like the “suit and tie” of social… but your inbox? That’s your VIP room. In this guest convo, Melissa Seidman from Not Another Virtual Assistant (NAVA) breaks down how to build and grow an email list, without making it complicated or spammy. In this episode, I sit down with Melissa, to chat about: Why sending newsletters from your personal email is a no-go Platforms and price changes - which is best for you Lead magnets that work for financial firms How

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14:57

59. Why Tax Season is the Wrong Time to Outsource...

Simplified Marketing | Marketing Strategies for... ·

2025/10/08

Don’t hire a marketing strategist in the middle of tax season.Sounds strange coming from me, right? But if you’re a CPA or financial pro trying to outsource your marketing between December and April, you’re setting yourself up for overwhelm. In this episode, I’m breaking down: Why tax season is the worst time to start outsourcing your marketing The real reason onboarding with a strategist takes a full month A behind-the-scenes look at my onboarding process with clients A story of a client I

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10:22

58. How to Humanize Your Marketing with Stories That...

Simplified Marketing | Marketing Strategies for... ·

2025/10/01

Financial professionals are used to numbers, deadlines, and compliance but not always storytelling. The thing is, stories are the bridge to trust, and trust is one of your biggest marketing assets.In this episode, I break down: Why stories help financial pros connect with potential clients How to avoid confusing your audience with financial jargon A simple framework for pulling stories out of your everyday life An example of a story that landed with a client (and saved them $18k!) How to

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15:17

57. The Marketing Metrics That Grow Your Accounting Firm

Simplified Marketing | Marketing Strategies for... ·

2025/09/24

Creating content shouldn’t feel like a guessing game. If you’re posting carousels, reels, emails, and stories but have no clue what’s actually working then it’s time for a reset. This episode is your friendly reminder that you don’t need to track everything; you just need to track the right metrics. In this episode, I’m sharing: What “clarity metrics” actually are and why you need them The 3 types of data that give you marketing direction How to know if your favorite platform is really doing

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27:08

56. Is Your Website Helping or Hurting Your...

Simplified Marketing | Marketing Strategies for... ·

2025/09/17

You can post consistently, show up on social media, send newsletters…But if your website doesn’t match your message, you're sending people into a dead end.Your website is the anchor of your funnel. Not just a “nice-to-have.” In this episode, I sit down with Kristen Corey, Founder of Media Books Agency, to talk about: Why your website needs to match your brand The biggest mistakes accounting firms make with DIY sites What your homepage should really include Why done-for-you copywriting is a

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11:13

55. Reset Your Marketing for Fall 2025

Simplified Marketing | Marketing Strategies for... ·

2025/09/10

Fall always feels like a natural reset, especially for financial professionals heading into the busiest time of year. In this episode, I’m diving into exactly how to reset your marketing this fall without the overwhelm.In this episode, I’m sharing: Why fall is the best time to reset your marketing My simple 3-step Reset Framework (Review, Simplify, Prep) How to stop scrambling and start showing up consistently Easy marketing ideas for Q4 that work for financial pros How to treat fall as your

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16:00

54. From Agency to Me: The Soft Rebrand Story

Simplified Marketing | Marketing Strategies for... ·

2025/09/03

Taking a break this summer wasn’t just about sunshine and sangria, it led to a deeper shift in my business. I realized something big: it was time to be simplified literally and figuratively.Whether you're running a firm or feeling a little off in your own brand, this episode is your reminder to pivot with purpose. In this episode, I’m sharing: Why I changed my business name to “Bee Simplified” The agency path that didn’t feel aligned anymore What building a business around your actual life

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03:53

53. Mindset: Feeling Behind? Here’s How to Reset...

Simplified Marketing | Marketing Strategies for... ·

2025/07/30

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 being “quiet” doesn’t mean you’re behind How to return to your content without overthinking it The simple

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03:36

52. Mindset: Simplify Your Marketing with One...

Simplified Marketing | Marketing Strategies for... ·

2025/07/23

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 The 3-step, 10-minute marketing rhythm that builds brand awareness How to turn one client convo into

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03:26

51. Mindset: Marketing Doesn’t Have to Be Loud

Simplified Marketing | Marketing Strategies for... ·

2025/07/16

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 How to show up calmly and confidently online The power of repetition in building trust Book a Free Call: Simplified

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04:44

50. Social Media: Repurpose Like a Pro: Turn 1 Tip...

Simplified Marketing | Marketing Strategies for... ·

2025/07/09

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 your audience) How to turn one client tip into three powerful social media posts Reset of the Day: Your best content already

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03:56

49. Social Media: Stop Overthinking the Caption

Simplified Marketing | Marketing Strategies for... ·

2025/07/02

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 your own Why your captions don’t need to be long to be effective How to write captions without sounding sales This formula will

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04:41

48. Social Media: 3 Non-Cringe Social Media Posts...

Simplified Marketing | Marketing Strategies for... ·

2025/06/25

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

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03:56

47. Email Marketing: The Magic of a 3-Email Welcome...

Simplified Marketing | Marketing Strategies for... ·

2025/06/18

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

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04:40

46. Email Marketing: The One Email You Should Send

Simplified Marketing | Marketing Strategies for... ·

2025/06/11

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

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04:17

45. Email Marketing: What to Say When You Don’t Know...

Simplified Marketing | Marketing Strategies for... ·

2025/06/04

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

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11:13

44. Business, Life & Marketing: What’s Next for Summer

Simplified Marketing | Marketing Strategies for... ·

2025/05/28

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 🎓, two big business milestones 🥳, and what’s coming this fall that

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08:30

43. Reset Summer Marketing Camp for Financial Pros

Simplified Marketing | Marketing Strategies for... ·

2025/05/21

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

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