Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

48. Social Media: 3 Non-Cringe Social Media Posts That Show Off Your Expertise

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

 

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

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

46. Email Marketing: The One Email You Should Send

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

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

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

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

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 I’m really excited about.

 

This is your permission slip to pause without disappearing—and to remember that showing up doesn’t always mean doing the most.

 

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

43. Reset Summer Marketing Camp for Financial Pros

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

 

42. What’s Actually Working on LinkedIn Right Now (Financial Edition)

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

 

41. How to Make Time for Marketing

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