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