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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
Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
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:
- Why consistency in marketing matters during tax season
- The ripple effect of pausing your marketing efforts
- 4 practical steps to prepare your marketing now:
- Batching your content
- Repurposing high-performing materials
- Automating processes to save time
- Outsourcing tasks to stay focused on clients
- How to scale back without disappearing completely
Resources:
Book a Free Call:
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
Focus and prioritization are essential skills for professionals and business owners who juggle multiple responsibilities. Identifying what’s truly important and dedicating time to it can be transformative for productivity and well-being.
In this episode, I chat with Diana Alt, an executive coach and career growth strategist, about how to prioritize activities and increase focus in both life and business.
In this episode we chat about:
- Diana’s Journey from Technology to Executive Coaching
- The Concept of Glass Balls vs. Rubber Balls
- How to Prioritize What Matters Most
- Productivity Hacks for Busy Professionals
- Leveraging Clifton Strengths in Business and Marketing
- Aligning Your Strengths with Your Team and Goals
About the Guest:
Diana Alt is a no-BS executive coach and career growth strategist who helps you become the boss of your career or business. She helps people align their lives and their work in a way that feels good—not like a long, slow march to oblivion.
Connect with Diana below:
Wednesday Nov 20, 2024
Wednesday Nov 20, 2024
This week, I’m sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience.
In this episode, I chat about:
- Why I Attended FinCon
- The Amazing Conference App
- Navigating the First Day Jitters
- What I Loved About FinCon
- Challenges and Lessons Learned
Book a Free Call:
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
Wednesday Nov 13, 2024
Wednesday Nov 13, 2024
Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries.
In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on the importance of personal branding and effective networking strategies.
In this episode we chat about:
- Toni’s Journey from Corporate America to Entrepreneurship
- The Importance of Personal Branding
- Networking Strategies
- Challenges Financial Professionals Face with Marketing
- Utilizing Social Media & Content for Brand Visibility
- Personal Branding Tools and Tips
Resources Mentioned:
About the Guest:
As a speaker and consultant, Toni shares branding strategies and insights with women transitioning from corporate to entrepreneurship, with features on platforms like Bmore Lifestyle TV, Revision Path, and Grow with Google.
Connect with Toni below:
Wednesday Nov 06, 2024
Wednesday Nov 06, 2024
I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business.
If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead.
In this episode, I chat about:
- Why We Pause Onboarding During the Holidays
- he Importance of Early Planning
- 2025 Strategy Process
- Reflecting on Business Performance
- Setting Business KPIs for the New Year
Book a Free Call:
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
Wednesday Oct 30, 2024
Wednesday Oct 30, 2024
What’s going on in the world of social media marketing?
Social media marketing is constantly evolving, and staying up-to-date is crucial. Let’s dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what’s currently working on each platform and how you can use these strategies in your marketing.
In this episode, I chat about:
- Instagram Updates:
- LinkedIn Changes:
- Threads Tips:
- Actionable Steps for Listeners
Sign up:
Simplified Marketing Newsletter
Book a Free Call:
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability?
In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy seasons. Through her signature "Four P's" approach—Priorities, Productivity, Processes, and Planning — Simone offers actionable steps to help listeners balance their energy, avoid stress, and grow both their life and business.
In this episode, we chat about:
- Work-Life Harmony vs. Work-Life Balance
- Simone's Approach to Productivity
- Strategies for Financial Professionals to find Increased Joy and Profitability
- Actionable Steps for Increased Joy and Profitability
Resources Mentioned:
About the Guest:
Simone is a renowned Lifestyle Designer. For over 10 years, she has dedicated herself to helping women build strong, impactful lives and businesses. Specializing in working with emotion-driven entrepreneurs who seek a balance between a soft life and hustle culture, Simone brings a unique perspective that resonates deeply.
Connect with Simone below:
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choose you over a competitor?
In this episode, I talk about the power of storytelling in the financial industry and how it can transform your business. Learn why it’s crucial to step away from the financial jargon and start connecting with clients on a personal level by sharing your unique journey and client success stories.
In this episode, I chat about:
- Why Storytelling Matters
- How to Craft Your Story
- Examples of Effective Storytelling
- Where to Share Your Story
Grab your FREE Resources:
Resources - Simplified Marketing Services
Work with us:
Services - Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!