Simplified Marketing | Simplified Marketing Strategies for Financial Professionals Podcast By Bianca Smith cover art

Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

By: Bianca Smith
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About this listen

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.Copyright 2025 All rights reserved. Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • 48. Social Media: 3 Non-Cringe Social Media Posts That Show Off Your Expertise
    Jun 25 2025

    Stop Overthinking Your Social Media Posts (They're Easier Than You Think)

    Social media doesn’t have to feel like a stage where you’re expected to perform, dance, or drop one-liners. And no, you don’t need to go full “influencer” to grow your firm online.

    In this episode, I’m sharing 3 types of social media posts that are: ✨ Super helpful to your audience ✨ Cringe-free (no dancing, I promise) ✨ Easy to write, even if you're not “a content person” ✨ Designed to build trust and show your expertise

    This is the kind of strategy you can actually stick with—because it works, and it feels good to post.

    Grab your free content hub:

    The Simplified Content Hub - Simplified Marketing Services

    Book a Free Call: Simplified Marketing Services

    Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

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    5 mins
  • 47. Email Marketing: The Magic of a 3-Email Welcome Series
    Jun 18 2025

    Email marketing can feel like a lot. And the email welcome sequence? That part tends to get skipped altogether (no shame, I’ve been there too). But here’s the thing: those first few emails someone gets after joining your list? They actually matter a lot.

    In this episode, I am breaking down the simple but powerful welcome sequence that helps financial pros like you build trust fast—without overthinking it.

    In this episode, I chat about:

    ✨ Why your email welcome sequence is more important than you think ✨ The three-email format that keeps things simple and effective ✨ What to say in each email (with examples!) ✨ Easy ways to create connection—without sounding salesy ✨ A quick action step to reset your email marketing today

    Book a Free Call: Simplified Marketing Services

    Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

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    4 mins
  • 46. Email Marketing: The One Email You Should Send
    Jun 11 2025

    Let’s talk about one of the most low-effort, high-impact emails you probably forgot to send.

    It’s not a pitch. It’s not a full-on newsletter. It’s just a simple check-in.

    In this episode, I’m breaking down how a short, thoughtful email—yes, even straight from your personal inbox—can help you stand out, rebuild connections, and boost visibility without selling anything.

    In this episode, I chat about: ✨ The underrated “thinking of you” email that financial pros aren’t using ✨ Real examples of what to say (no cringe, no awkward vibes) ✨ Why this works so well for trust and visibility ✨ A quick reset challenge to reconnect with three people this week

    Book a Free Call: Simplified Marketing Services

    Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

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    5 mins
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