Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

16. Real Talk: Templates & Onboarding

I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive into a couple of topics that need addressing.

 

In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media management and content creation: ready-made content and the client onboarding process. Let’s explore the importance of authenticity in marketing and the essential steps for a smooth onboarding experience.

In this episode, I chat about:

• Why using generic content can harm your brand
• The significance of a unique brand voice
• The process of extracting personal brand elements during content creation
• The importance of cohesive messaging across social media and websites
• Common misunderstandings in onboarding expectations
• Importance of clear communication between client and social media manager

Grab your FREE Resources:

Resources - Simplified Marketing Services

4 ways to 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!

 

15. Why I Am Shifting to a Boutique Agency Model

I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions for your personal and business growth—even when it means stepping away from the hustle.

I dive deep into the concept of embracing change in entrepreneurship and introducing my transition to a boutique agency model. I also highlight the importance of focusing on communication and building strong, meaningful relationships with her clients.

In this episode, I chat about:

• My move from Madrid to Sevilla, Spain
• Helping my daughters settle into off-campus housing in the U.S.
• Moving my agency to a boutique agency model
• The value of stepping back to reflect on my business’s direction
• Why communication and personalized service are key in my boutique agency model
• How specializing in the financial industry sets my agency apart

Grab your FREE Resources:

Resources - Simplified Marketing Services

4 ways to 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!

 

14. My Marketing Strategy for August: Slowing Down

August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing presence and how to make the most of a summer hiatus.

In this episode, I chat about:

• Importance of Taking a Break
• Scheduled Breaks
• Content Strategy for August

Grab your FREE Resources:

https://simplifiedmarketingservices.com/resources/

Book a one-time marketing strategy with our marketing roadmap:

https://simplifiedmarketingservices.com/marketing-roadmap/

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!

13. Simplifying Your Email Marketing with Shannon Vonderach

Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use. 

 

 

In this episode, I chat with Shannon Vonderach about all things email marketing and its essential role in business success. Join us as we explore the journey from near business collapse to discovering the potential of a strong email list. We discuss practical strategies to kickstart your email marketing efforts and how to leverage this powerful tool to connect with your audience and boost your business growth.

In this episode, we chat about:

• The importance of email marketing
• Getting started with email marketing
• Common misconceptions and challenges
• Actionable tips to start and grow your email list

Resources Mentioned:

• Email Marketing Platforms:
  • Flodesk
  • MailerLite
  • ConvertKit
• Promotional Offer: Get 50% off your first year with Flowdesk using this link.

About the Guest:

 

Shannon Vondi. Shannon (aka Mrs. Vondy and often called The Email Queen) went from burnt-out wedding photographer to email obsessed when she sent ONE email and earned $2600. After earning an additional 13k that year from email marketing alone, she created The Email Club. Now, through her Email Club Membership, she's helped hundreds of business owners discover that email is easy, fun, and extremely profitable.

 

When she isn't talking about email or mentoring business owners, you can find her snuggled up on the sofa binging Netflix with her husband and their 2 rescue huskies. 

Connect with Shannon below:

Instagram 

Website 

Email list

 

12. Diversify Your Marketing: Don't Put All Your Eggs in One Basket

Let’s talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketing strategy uses multiple ways of reaching potential clients. For example, you might use social media AND email marketing.

In this episode, I dive into the critical topic of diversifying your marketing strategy, how important it is to not rely solely on social media, and explore various marketing channels to ensure your business thrives even when you need to take a break. 

 

 

In this episode, I chat about:

• The Risks of Single-Channel Marketing
• The Benefits of Diversified Marketing
• How to Diversify Your Marketing
• The Importance of Taking Breaks
• Social Media Dependency

Grab your FREE Resource: The Simplified Guide to Diversified Marketing Strategies

https://simplifiedmarketingservices.com/resources/

Book a one-time marketing strategy with our marketing roadmap:

https://simplifiedmarketingservices.com/marketing-roadmap/

Book a coffee chat:

https://calendly.com/biancamsmith/coffee-chat-w-bianca

 

 

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!

 

11. Enhancing Your Marketing with Video w/ Erika Jones

Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience, making it a vital tool for connecting with clients outside your time zone or local community.

 

 

In today’s episode, my guest, Erika Jones shares her expertise in video marketing, discussing its importance and providing actionable tips for financial professionals to integrate video into their marketing strategies.

In this episode, we chat about:

• The Importance of Video Marketing
• Ericka’s Journey to Video Marketing
• Benefits of Video Marketing for Financial Professionals
• Overcoming the Fear of Being on Camera
• Simplifying Video Marketing
• Repurposing Content
• Tips for Financial Professionals to Get Started

About the Guest:

 

Erika Jones is the brains and hands behind Intelligent Octopus video editing. She loves to work with the video editing details of your business projects. She began editing in college, on what was then the only digital editing computer on campus. Since then, she has worked in corporate, non-profit, and online video editing.

 

Some of us thrive in creating content, talking to interview guests, or teaching. Erika loves to help all of those endeavors shine with no-nonsense, simple editing that makes your content shine. With over 15 years of experience, she takes all of the rewatching and detail work out of your hands and returns a deceptively simple-looking video to you with all of the details in the right places.

 

 

Connect with Erika below:

Website

LinkedIn

Facebook

 

 

Free Resource:

Record Your Videos Right

10. Simplify Your Schedule: Theme Out Your Workweek

As financial professionals, your days are often filled with client work and if you haven’t outsourced your marketing then marketing your business and all the other things we have to do as business hours. This is why simplifying your schedule and having dedicated theme days and time blocking can reduce the overwhelm you may feel.

 

In today’s episode, I’m sharing how you can simplify your scheduling by theming out your week. This will save you time, and energy, let you get more work done, and give you more focus on your business.

In this episode, I chat about:

• What is a Themed Workweek
• Key Benefits of a Themed Workweek:
• Journey to Themed Workdays
• Steps to Create Your Themed Workweek
• Getting Started: Tips for Success

Grab your FREE Resources:

https://simplifiedmarketingservices.com/resources/

Book a one-time marketing strategy with our marketing roadmap:

https://simplifiedmarketingservices.com/marketing-roadmap/

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!

 

9. Simplify Your Content Strategy: Step-by-Step Guide to Building a Content Hub

Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walking into a cozy, well-organized bookstore where books are neatly categorized by genre and author, making it easy to find what you need and enjoy your visit. This is the experience you want with your content—a feeling of calm and order, not overwhelm.

 

In today’s episode, I’m sharing on how a content hub serves as your organized bookstore, a centralized location where all your content is stored, organized, and easily accessible. It’s your personal content sanctuary, helping you control the chaos and amplify your marketing efforts.

 

In this episode, I chat about:

• How to simplify your marketing with a content hub
• Why you need a content hub
• Benefits of using Airtable for your content hub
• A step-by-step guide to building your content hub

 

Grab your FREE Simplified Content Hub:

https://simplifiedmarketingservices.com/the-simplified-content-hub/

 

 

Book a one-time marketing strategy with our marketing roadmap:

https://simplifiedmarketingservices.com/marketing-roadmap/

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!