65. How Financial Pros Can Market Their Firm in 2026 Without Burning Out

Marketing for financial pros can feel like you’re juggling spreadsheets, deadlines, expectations… and then somehow, you’re also expected to be a full-time content creator.

Let’s dig into how you can simplify your marketing, protect your energy, and build a rhythm that actually works for your life and business.

In this episode, I break down:

✨Why most financial pros burn out with marketing (and how to break the cycle)

✨ How a simple “content hub” saves you hours

✨ Why your natural rhythm matters more than any content calendar

✨ How AI is impacting visibility, search, and the way clients find you

✨ Why email marketing is still wildly underrated in the financial space

✨ What to focus on going into 2026 so your marketing supports you and doesn’t drain you

✨ What to analyze now so you stop wasting time on platforms that aren’t working

Episodes Mentioned:

Episode 42

1. What’s Actually Working on LinkedIn Right Now (Financial Edition)

Episode 54

1. From Agency to Me: The Soft Rebrand Story

Episode 57

1. The Marketing Metrics That Grow Your Accounting Firm

Grab Your Free Content Hub:

The Simplified Content Hub - Bee Simplified

Book One Of My Services

Services - Bee Simplified

Let’s Connect

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