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

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

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/

LinkedIn might feel like the “suit and tie” of social media… but your real growth comes from picking a home base; the one place you’ll consistently show up with clear messaging and value.

In this episode, I break down:

• • What a “marketing home base” is and why it matters
  • How to pick the platform that fits you (and your ideal client)
  • The case for choosing depth over being everywhere
  • How to research where your clients actually hang out
  • A realistic six-month test-and-adjust plan
  • Which platforms fit which goals

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

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