Simplified Marketing | Marketing Strategies for Financial Professionals Podcast Por Bianca Smith arte de portada

Simplified Marketing | Marketing Strategies for Financial Professionals

Simplified Marketing | Marketing Strategies for Financial Professionals

De: Bianca Smith
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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.
Economía Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
Episodios
  • 66. A Heart-to-Heart Recap: Life & Business in 2025 and What’s Next for 2026
    Nov 26 2025

    LinkedIn, Instagram, AI, algorithms, content chaos… 2025 was a lot.

    If you’ve felt whiplash trying to market your firm this year, you’re not alone.

    In this episode, I’m pulling back the curtain on what 2025 really looked like for me as a marketer, mom, empty nester, and business owner living in Spain plus how I’m shifting into 2026 with more flow and less forcing.

    In this episode, I chat about: ✨ Why my word of the year was “reset” (and how that actually played out) ✨ The messy middle of empty nesting, business pivots, and solitude ✨ Stepping away from the agency model and back into solopreneur life ✨ Why social feels noisy, numbing, and weird and what’s actually going on ✨ Instagram, LinkedIn, Threads, Facebook: where I’m showing up in 2026 (and why) ✨ My new word for 2026, “flow,” and what it means for your marketing

    If you’ve been wondering how to show up next year without burning out, this one’s for you.

    Work with Me:

    Services - Bee Simplified

    Let’s Connect:

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

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

    Más Menos
    14 m
  • 65. How Financial Pros Can Market Their Firm in 2026 Without Burning Out
    Nov 19 2025

    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

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

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

    Más Menos
    20 m
  • 64. Making SEO Simple (and Compliant) w/ Beth Chernes
    Nov 12 2025

    SEO can feel vague, but for financial firms it’s one of the most reliable ways to grow beyond referrals while staying compliant.

    In this guest convo, Beth Chernes from Beth Chernes & Co breaks down practical, video-first SEO, keyword research that starts with client language, and simple website fixes that build trust and convert.

    In this episode, I sit down with Beth, to chat about:

    • What “search everything” SEO really means for financial firms in 2025
    • How to use video-first SEO to get your content found and drive qualified leads
    • Simple keyword strategies that start with your clients’ language, not just data
    • How long it actually takes to see results
    • The biggest website mistakes costing firms leads and how to fix them

    Grab your free resource from Beth:

    Million Dollar SEO Playbook:

    https://bethchernes.co/million-dollar-seo-playbook

    About the Guest:

    Beth Chernes, J.D., is an SEO strategist and digital marketer who started her boutique agency, Beth Chernes & Co., in 2020 with a mission to help financial firms, B2B companies, and nonprofits achieve measurable results from their websites. She’s known for her approachable style, clear communication, and results that speak for themselves: helping clients generate millions in revenue through organic search. When she’s not deep in data, Beth is recognized as an award-winning volunteer and is happiest spending time with her family which is often at Disney or planning their next getaway.

    Connect with Beth below:

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

    Facebook: https://www.facebook.com/BethCWrites

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

    Más Menos
    19 m
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