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Simplified Marketing | Marketing Strategies for Financial Professionals

Simplified Marketing | Marketing Strategies for Financial Professionals

By: Bianca Smith
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About this listen

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.

Copyright 2025 All rights reserved.
Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • 56. Is Your Website Helping or Hurting Your Accounting Firm?
    Sep 17 2025

    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 game-changer for financial firms

    Resources Mentioned:

    DIY Your Website: https://enchanting-term-193.myflodesk.com/jyduielyq8

    About the Guest:

    After obtaining her Bachelors and Master's in accounting, Kristen went into public accounting where she became an auditor. It wasn’t until she had the opportunity to move abroad that she began to do marketing work for entrepreneurs. She quickly gained experience working with industries including tech, fashion, legal, real estate, and even a high-end chocolate brand. Her experience grew from doing PR, graphic design, inbound marketing, social media management, to website development. Upon returning back from overseas she was hired by a boutique accounting company to work as both an accountant and marketer.

    This is when she found combining her two favorite industries wasn’t just possible but needed, Kristen decided to start a marketing agency dedicated to helping accounting firms.

    Today Kristen has helped hundreds of accounting firms build their online presence with modern and professional techniques that allow accounting firms to hit their goals.

    Connect with Kristen below:

    LinkedIn:

    https://www.linkedin.com/in/kristen-corey/

    Instagram:

    https://www.instagram.com/mediabooksagency

    Youtube:

    https://www.youtube.com/@mediabooksagency

    Show More Show Less
    27 mins
  • 55. Reset Your Marketing for Fall 2025
    Sep 10 2025

    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 “marketing great lock-in” season

    Book a Free Call:

    www.beesimplified.com

    Let’s Connect:

    LinkedIn: http://www.linkedin.com/inbiancamarissasmith

    Instagram: http://www.instagram.com/beesimplified

    Show More Show Less
    11 mins
  • 54. From Agency to Me: The Soft Rebrand Story
    Sep 3 2025

    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 looks like
    • Why your marketing doesn’t have to look like a content creator’s
    • My honest thoughts on pricing, custom packages, and transparency

    Book a Free Call:

    www.beesimplified.com

    Let’s Connect:

    LinkedIn: http://www.linkedin.com/inbiancamarissasmith

    Instagram: http://www.instagram.com/beesimplified

    Show More Show Less
    16 mins
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