Simplified Marketing | Marketing Strategies for Financial Professionals cover art

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
  • 62. 3 Marketing Myths Keeping Financial Professionals Stuck
    Oct 29 2025

    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 to show up on every platform is watering down your message ✨ How to choose the right platform based on where your clients actually are ✨ Why stiff, overly “corporate” content is costing you trust and connection ✨ How showing more of your personality builds real credibility ✨ Why more content ≠ better marketing (and what to focus on instead)

    If marketing has started to feel like a second full-time job, this one’s for you.

    Book a 1:1 Marketing Clarity Session

    Need personalized clarity on your content, platform, or messaging?

    I now offer One Problem → One Solution consultations for $147 and you walk away with a simple, customized one-page marketing action plan.

    Book Here:

    https:/beesimplified.com

    Let’s Connect

    LinkedIn: https://www.linkedin.com/in/biancamarissasmith/

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

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    16 mins
  • 61. 6 Hard Truths About Marketing (Said with Love)
    Oct 22 2025

    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 your brand
    • The trap of templates and “done-for-you” blogs
    • Why thoughtful comments beat emoji responses every time

    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
    14 mins
  • 60. How to Build and Grow Your Email List w/ Melissa Seideman
    Oct 15 2025

    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 often to email (and why consistency > frequency)
    • One mistake to stop making

    Grab your free resources, join her Facebook group and so much more:

    https://notanothervirtualassistant.com/everything/

    About the Guest:

    Melissa Seideman is the CEO of Not Another Virtual Assistant (NAVA), a company she founded to empower entrepreneurs to scale their businesses through strategic email marketing. She built NAVA into a multi-six-figure business while working as a full-time history teacher and raising two young boys, a journey that fuels her passion for creating efficient systems and impactful automation. A self-taught entrepreneur, Melissa is dedicated to helping her clients reclaim valuable time, build strong customer relationships, and achieve their full potential.

    Connect with Melissa below:

    Facebook Group: Email Marketing for Business Owners 💌 | Facebook

    Instagram: https://www.instagram.com/notanotherva/

    Show More Show Less
    27 mins
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