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

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

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/

Don’t hire a marketing strategist in the middle of tax season.

Sounds strange coming from me, right? But if you’re a CPA or financial pro trying to outsource your marketing between December and April, you’re setting yourself up for overwhelm.

In this episode, I’m breaking down:

• Why tax season is the worst time to start outsourcing your marketing
• The real reason onboarding with a strategist takes a full month
• A behind-the-scenes look at my onboarding process with clients
• A story of a client I had to let go (and what it taught me)
• Why trusting the process leads to long-term results

Book a Free Call:

www.beesimplified.com

Let’s Connect:

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

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

Financial professionals are used to numbers, deadlines, and compliance but not always storytelling. The thing is, stories are the bridge to trust, and trust is one of your biggest marketing assets.

In this episode, I break down:

• Why stories help financial pros connect with potential clients
• How to avoid confusing your audience with financial jargon
• A simple framework for pulling stories out of your everyday life
• An example of a story that landed with a client (and saved them $18k!)
• How to repurpose one story into multiple pieces of content

Whether you’re a CPA, CFO, or financial advisor, this episode will show you how to bring more humanity into your marketing without it feeling overwhelming.

Resources Mentioned:

Storytelling Guide:

The Storytelling Guide for Accountants, CPAs & CFOs

Book a Free Call:

www.beesimplified.com

Let’s Connect:

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

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

Creating content shouldn’t feel like a guessing game. If you’re posting carousels, reels, emails, and stories but have no clue what’s actually working then it’s time for a reset.

This episode is your friendly reminder that you don’t need to track everything; you just need to track the right metrics.

In this episode, I’m sharing:

• What “clarity metrics” actually are and why you need them
• The 3 types of data that give you marketing direction
• How to know if your favorite platform is really doing its job
• What to track for visibility, connection, and conversion
• A simple system to collect your own metrics (without overwhelm)

Episode mentioned:

Episode 56: Is Your Website Helping or Hurting Your Accounting Firm? 56. Is Your Website Helping or Hurting Your Accounting Firm?

Book a Free Call:

www.beesimplified.com

Let’s Connect:

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

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

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

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