Episoder
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This week, I’m sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience.
In this episode, I chat about:
Why I Attended FinConThe Amazing Conference AppNavigating the First Day JittersWhat I Loved About FinConChallenges and Lessons LearnedBook a Free Call:
Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries.
In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on the importance of personal branding and effective networking strategies.
In this episode we chat about:
Toni’s Journey from Corporate America to EntrepreneurshipThe Importance of Personal BrandingNetworking Strategies Challenges Financial Professionals Face with MarketingUtilizing Social Media & Content for Brand VisibilityPersonal Branding Tools and TipsResources Mentioned:
Personal Brand ChecklistAbout the Guest:
As a speaker and consultant, Toni shares branding strategies and insights with women transitioning from corporate to entrepreneurship, with features on platforms like Bmore Lifestyle TV, Revision Path, and Grow with Google.
Connect with Toni below:
Instagram
LinkedIn
Website
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I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business.
If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead.
In this episode, I chat about:
Why We Pause Onboarding During the Holidayshe Importance of Early Planning2025 Strategy ProcessReflecting on Business PerformanceSetting Business KPIs for the New YearBook a Free Call:
Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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What’s going on in the world of social media marketing?
Social media marketing is constantly evolving, and staying up-to-date is crucial. Let’s dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what’s currently working on each platform and how you can use these strategies in your marketing.
In this episode, I chat about:
Instagram Updates:LinkedIn Changes:Threads Tips:Actionable Steps for ListenersSign up:
Simplified Marketing Newsletter
Book a Free Call:
Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability?
In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy seasons. Through her signature "Four P's" approach—Priorities, Productivity, Processes, and Planning — Simone offers actionable steps to help listeners balance their energy, avoid stress, and grow both their life and business.
In this episode, we chat about:
Work-Life Harmony vs. Work-Life BalanceSimone's Approach to ProductivityStrategies for Financial Professionals to find Increased Joy and ProfitabilityActionable Steps for Increased Joy and ProfitabilityResources Mentioned:
Regain Your Energy QuickAbout the Guest:
Simone is a renowned Lifestyle Designer. For over 10 years, she has dedicated herself to helping women build strong, impactful lives and businesses. Specializing in working with emotion-driven entrepreneurs who seek a balance between a soft life and hustle culture, Simone brings a unique perspective that resonates deeply.
Connect with Simone below:
Instagram
Website
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What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choose you over a competitor?
In this episode, I talk about the power of storytelling in the financial industry and how it can transform your business. Learn why it’s crucial to step away from the financial jargon and start connecting with clients on a personal level by sharing your unique journey and client success stories.
In this episode, I chat about:
Why Storytelling MattersHow to Craft Your StoryExamples of Effective StorytellingWhere to Share Your StoryGrab your FREE Resources:
Resources - Simplified Marketing Services
Work with us:
Services - Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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Don’t wait until you’re overwhelmed to outsource your marketing. Invest the time now to ensure your marketing is not just surviving but thriving during peak seasons.
In this episode of the Simplified Marketing Podcast, I discuss the importance of outsourcing your marketing strategy well ahead of your financial firm's busy season.
In this episode, I chat about:
Why Timing is EverythingThe Risk of Hiring Under Stress:VAs vs. Marketing Strategists:Long-Term ROI of Early Hiring:Grab your FREE Resources:
Resources - Simplified Marketing Services
4 ways to work with us:
Services - Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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What is SEO? What does it mean? How does it work? How do you use SEO in your marketing? Learn how to Simplify Your Marketing with SEO.
In this episode, I sit down with Stephanie, an SEO copywriter and founder of Brandscended. She helps small businesses connect with their dream clients by crafting high-quality SEO-optimized content that establishes authority and drives leads. Stephanie shares her insights on SEO, blogging, and how to simplify your marketing efforts to thrive without hustling on social media.
In this episode, I chat about:
The importance of SEO for financial professionals and how it simplifies marketing.What SEO (Search Engine Optimization) is and how it helps small businesses rank on Google.How to start with SEO: Understanding your audience and building a keyword strategy.The power of SEO blogging and how it can bring long-lasting traffic to your website.Using SEO and blogging to relieve pressure from social media marketing.Resources Mentioned:
NewsletterGuide to Alt TextKeyword Research Tool-UbersuggestAbout the Guest:
Stephanie is an SEO copywriter who helps small businesses connect with their dream clients on Google. At Brandcendent, she crafts quality content that establishes authority and drives leads so that service providers can thrive without having to hustle so hard on social media. Get your free copy of her guide Alt Text 101 to get your images ranking on Google.
Connect with Stephanie below:
Instagram
Website
TikTok
LinkedIn
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I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive into a couple of topics that need addressing.
In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media management and content creation: ready-made content and the client onboarding process. Let’s explore the importance of authenticity in marketing and the essential steps for a smooth onboarding experience.
In this episode, I chat about:
Why using generic content can harm your brandThe significance of a unique brand voiceThe process of extracting personal brand elements during content creationThe importance of cohesive messaging across social media and websitesCommon misunderstandings in onboarding expectationsImportance of clear communication between client and social media managerGrab your FREE Resources:
Resources - Simplified Marketing Services
4 ways to work with us:
Services - Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions for your personal and business growth—even when it means stepping away from the hustle.
I dive deep into the concept of embracing change in entrepreneurship and introducing my transition to a boutique agency model. I also highlight the importance of focusing on communication and building strong, meaningful relationships with her clients.
In this episode, I chat about:
My move from Madrid to Sevilla, SpainHelping my daughters settle into off-campus housing in the U.S.Moving my agency to a boutique agency modelThe value of stepping back to reflect on my business’s directionWhy communication and personalized service are key in my boutique agency modelHow specializing in the financial industry sets my agency apartGrab your FREE Resources:
Resources - Simplified Marketing Services
4 ways to work with us:
Services - Simplified Marketing Services
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing presence and how to make the most of a summer hiatus.
In this episode, I chat about:
Importance of Taking a BreakScheduled BreaksContent Strategy for AugustGrab your FREE Resources:
https://simplifiedmarketingservices.com/resources/
Book a one-time marketing strategy with our marketing roadmap:
https://simplifiedmarketingservices.com/marketing-roadmap/
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use.
In this episode, I chat with Shannon Vonderach about all things email marketing and its essential role in business success. Join us as we explore the journey from near business collapse to discovering the potential of a strong email list. We discuss practical strategies to kickstart your email marketing efforts and how to leverage this powerful tool to connect with your audience and boost your business growth.
In this episode, we chat about:
The importance of email marketingGetting started with email marketingCommon misconceptions and challengesActionable tips to start and grow your email listResources Mentioned:
Email Marketing Platforms:FlodeskMailerLiteConvertKitPromotional Offer: Get 50% off your first year with Flowdesk using this link.About the Guest:
Shannon Vondi. Shannon (aka Mrs. Vondy and often called The Email Queen) went from burnt-out wedding photographer to email obsessed when she sent ONE email and earned $2600. After earning an additional 13k that year from email marketing alone, she created The Email Club. Now, through her Email Club Membership, she's helped hundreds of business owners discover that email is easy, fun, and extremely profitable.
When she isn't talking about email or mentoring business owners, you can find her snuggled up on the sofa binging Netflix with her husband and their 2 rescue huskies.
Connect with Shannon below:
Instagram
Website
Email list
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Let’s talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketing strategy uses multiple ways of reaching potential clients. For example, you might use social media AND email marketing.
In this episode, I dive into the critical topic of diversifying your marketing strategy, how important it is to not rely solely on social media, and explore various marketing channels to ensure your business thrives even when you need to take a break.
In this episode, I chat about:
The Risks of Single-Channel MarketingThe Benefits of Diversified MarketingHow to Diversify Your MarketingThe Importance of Taking BreaksSocial Media DependencyGrab your FREE Resource: The Simplified Guide to Diversified Marketing Strategies
https://simplifiedmarketingservices.com/resources/
Book a one-time marketing strategy with our marketing roadmap:
https://simplifiedmarketingservices.com/marketing-roadmap/
Book a coffee chat:
https://calendly.com/biancamsmith/coffee-chat-w-bianca
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience, making it a vital tool for connecting with clients outside your time zone or local community.
In today’s episode, my guest, Erika Jones shares her expertise in video marketing, discussing its importance and providing actionable tips for financial professionals to integrate video into their marketing strategies.
In this episode, we chat about:
The Importance of Video MarketingEricka’s Journey to Video MarketingBenefits of Video Marketing for Financial ProfessionalsOvercoming the Fear of Being on CameraSimplifying Video MarketingRepurposing ContentTips for Financial Professionals to Get StartedAbout the Guest:
Erika Jones is the brains and hands behind Intelligent Octopus video editing. She loves to work with the video editing details of your business projects. She began editing in college, on what was then the only digital editing computer on campus. Since then, she has worked in corporate, non-profit, and online video editing.
Some of us thrive in creating content, talking to interview guests, or teaching. Erika loves to help all of those endeavors shine with no-nonsense, simple editing that makes your content shine. With over 15 years of experience, she takes all of the rewatching and detail work out of your hands and returns a deceptively simple-looking video to you with all of the details in the right places.
Connect with Erika below:
Website
LinkedIn
Facebook
Free Resource:
Record Your Videos Right
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As financial professionals, your days are often filled with client work and if you haven’t outsourced your marketing then marketing your business and all the other things we have to do as business hours. This is why simplifying your schedule and having dedicated theme days and time blocking can reduce the overwhelm you may feel.
In today’s episode, I’m sharing how you can simplify your scheduling by theming out your week. This will save you time, and energy, let you get more work done, and give you more focus on your business.
In this episode, I chat about:
What is a Themed WorkweekKey Benefits of a Themed Workweek:Journey to Themed WorkdaysSteps to Create Your Themed WorkweekGetting Started: Tips for SuccessGrab your FREE Resources:
https://simplifiedmarketingservices.com/resources/
Book a one-time marketing strategy with our marketing roadmap:
https://simplifiedmarketingservices.com/marketing-roadmap/
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walking into a cozy, well-organized bookstore where books are neatly categorized by genre and author, making it easy to find what you need and enjoy your visit. This is the experience you want with your content—a feeling of calm and order, not overwhelm.
In today’s episode, I’m sharing on how a content hub serves as your organized bookstore, a centralized location where all your content is stored, organized, and easily accessible. It’s your personal content sanctuary, helping you control the chaos and amplify your marketing efforts.
In this episode, I chat about:
How to simplify your marketing with a content hubWhy you need a content hubBenefits of using Airtable for your content hubA step-by-step guide to building your content hubGrab your FREE Simplified Content Hub:
https://simplifiedmarketingservices.com/the-simplified-content-hub/
Book a one-time marketing strategy with our marketing roadmap:
https://simplifiedmarketingservices.com/marketing-roadmap/
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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It’s easy to want to reduce your marketing this summer and just sit by the beach or pool all day. But stopping your marketing can be a big mistake. Even during the busiest seasons, or the lazy days of summer, nurturing your audience is crucial. Think of it like tending to a garden. Just as plants need regular care, so does your marketing. If neglected, both can wither away.
In today’s episode, I’m sharing tips on how to maintain your marketing momentum during the summer while still enjoying some much-needed downtime.
In this episode, I chat about:
Embracing the Summer VibesCommon Marketing Mistakes in the SummerKeeping Your Marketing Alive Without the StressScaling Back Without Losing TouchUnplugging from marketingHave a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
Grab your FREE Simplified Content Hub:
https://simplifiedmarketingservices.com/the-simplified-content-hub/
Book a one-time marketing strategy with our marketing roadmap:
https://simplifiedmarketingservices.com/marketing-roadmap/
PBS Method (Plan, Batch & Schedule):
Episode 4: https://simplifiedmarketingservices.podbean.com/e/simplifyyourcontentpbsmethodpart1/
Episode 5:
https://simplifiedmarketingservices.podbean.com/e/simplifyyourcontentpbsmethodpart2/
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
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Marketing doesn’t have to be a separate chore. It can be seamlessly woven into your day-to-day life. Find what works best for you and embrace the freedom and creativity that entrepreneurship offers.
In today’s episode, I’ll explore the concept of work/life integration and how blending your business and personal life can lead to a more fulfilling and less stressful routine. I’ll share personal stories and practical tips on integrating marketing tasks into your daily life, ensuring your marketing efforts are effective and sustainable.
In this episode, I chat about:
Work/Life Integration vs. Work/Life BalanceEmbracing an Unstructured ScheduleFinding Your Unique RhythmPractical Tips for Seamless Marketing IntegrationReflecting on Your DayHave a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
Grab your FREE resources:
https://simplifiedmarketingservices.com/resources/
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
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Have you ever wondered if you’re truly leveraging the full potential of social media to create lasting client relationships? If so, you’re in the right place.
In today’s episode, we’ll be exploring how financial professionals can transform social media from a mere broadcast tool into a powerful platform for building genuine relationships. We’ll discuss lead generation, building referrals, and how to humanize your brand.
In this episode, I chat about:
Connecting Over ContentBuilding Bonds Through Lead GenerationLinkedIn Lead Generation TipsNurturing Referrals and Business Connections on InstagramHumanizing Your BrandThe Importance of Social Media EngagementHave a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
Grab your FREE resources:
https://simplifiedmarketingservices.com/resources/
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
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As a business owner, simplifying content creation is crucial for marketing and maintaining an effective social media presence without feeling overwhelmed. It's the key to streamlining your processes and reducing the time and effort spent producing and managing content. This allows you to focus on core activities like strategy development and customer engagement while ensuring a consistent flow of high-quality content without burnout. A simplified approach to content creation leads to better resource management, increased productivity, and more impactful marketing efforts.
In this episode, I discuss how you can simplify content creation through batching and scheduling, which are part of the PBS (Planning, Batching, and Scheduling) method, can simplify content creation. Listen and learn how these techniques can help you manage your content more effectively, reduce stress, and free up time for other critical business activities.
In this episode, I chat about:
Picking a marketing day for content creationHow to plan your content creation week by week Creating templates to streamline your graphics creation process Why you need to stop using template shopsHow to choose a scheduler that works best for your businessResources:
Grab your FREE Content Hub:
https://simplifiedmarketingservices.com/the-simplified-content-hub/
Let’s Connect:
Website: https://simplifiedmarketingservices.com/
LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices
Instagram: http://www.instagram.com/simplifiedmarketingservices
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