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

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

Fall always feels like a natural reset, especially for financial professionals heading into the busiest time of year. In this episode, I’m diving into exactly how to reset your marketing this fall without the overwhelm.   In this episode, I’m sharing: Why fall is the best time to reset your marketing My simple 3-step Reset Framework (Review, Simplify, Prep) How to stop scrambling and start showing up consistently Easy marketing ideas for Q4 that work for financial pros How to treat fall as your “marketing great lock-in” season Book a Free Call: www.beesimplified.com Let’s Connect: LinkedIn: http://www.linkedin.com/inbiancamarissasmith Instagram: http://www.instagram.com/beesimplified

Taking a break this summer wasn’t just about sunshine and sangria, it led to a deeper shift in my business. I realized something big: it was time to be simplified literally and figuratively.   Whether you're running a firm or feeling a little off in your own brand, this episode is your reminder to pivot with purpose.   In this episode, I’m sharing: Why I changed my business name to “Bee Simplified” The agency path that didn’t feel aligned anymore What building a business around your actual life looks like Why your marketing doesn’t have to look like a content creator’s  My honest thoughts on pricing, custom packages, and transparency Book a Free Call: www.beesimplified.com Let’s Connect: LinkedIn: http://www.linkedin.com/inbiancamarissasmith Instagram: http://www.instagram.com/beesimplified

Feeling like you're behind on marketing? You're not alone especially if you're a financial pro coming off of tax season or juggling a full life.    But here's the good news: You're not behind. You're not failing. You're human and your marketing doesn’t have to be perfect to be powerful.   In this episode, I’m wrapping up the 5-Minute Marketing series with a little reset and a big reminder: Why being “quiet” doesn’t mean you’re behind How to return to your content without overthinking it The simple mindset shift that can bring you back online What to say if it’s been a while since you posted or emailed The best way to restart with no grand re-entry required   Book a Free Call: Simplified Marketing Services   Let’s Connect:Website: https://simplifiedmarketingservices.comLinkedIn: https://www.linkedin.com/in/biancamarissasmith/Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing doesn’t have to take over your calendar or your sanity.   In this episode, I’m breaking down how you can keep your marketing simple, sustainable, and actually doable in just 10 minutes a week. No complex funnels. No 27-step plans. Just real, consistent visibility that fits into your life as a financial pro.   Here’s what I cover: Why you don’t need a fancy content calendar to stay visible The 3-step, 10-minute marketing rhythm that builds brand awareness How to turn one client convo into quick, impactful content The surprising power of short, unpolished posts A weekly reset you can actually stick to   Book a Free Call: Simplified Marketing Services   Let’s Connect:Website: https://simplifiedmarketingservices.comLinkedIn: https://www.linkedin.com/in/biancamarissasmith/Instagram: http://www.instagram.com/simplifiedmarketingservices  

Marketing can feel like it’s built for extroverts: bold colors, bold claims, big personalities. But if you’re a quiet thinker (especially if you’re a financial pro), this episode is for you.   You don’t have to shout to stand out. Seriously.   In this episode, I break down: Why “quiet marketing” works for financial pros What your ideal clients are actually looking for How to show up calmly and confidently online The power of repetition in building trust Book a Free Call: Simplified Marketing Services   Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Feeling like you need to be on a content creation treadmill just to stay visible? Let’s put that myth to rest. You can get more mileage (and less stress) out of the advice you’re already giving clients every single day.   In this episode, I walk you through: Why creating brand-new content constantly is not the answer The power of repetition (and how it builds trust with your audience) How to turn one client tip into three powerful social media posts   Reset of the Day: Your best content already lives in your client convos.     Book a Free Call: Simplified Marketing Services   Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

If writing social media captions makes you freeze up, you’re not alone.    You don’t have to be a writer or storyteller to stop the scroll and make an impact. You just need a solid, simple structure and that’s exactly what I’m giving you today.   In this episode, I chat about: The 3-line caption formula that simplifies everything Real examples you can swipe and make your own Why your captions don’t need to be long to be effective How to write captions without sounding sales   This formula will help you get your message across clearly, connect with your audience, and actually enjoy showing up online. Book a Free Call: Simplified Marketing Services   Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Stop Overthinking Your Social Media Posts (They're Easier Than You Think)   Social media doesn’t have to feel like a stage where you’re expected to perform, dance, or drop one-liners. And no, you don’t need to go full “influencer” to grow your firm online.   In this episode, I’m sharing 3 types of social media posts that are: ✨ Super helpful to your audience ✨ Cringe-free (no dancing, I promise) ✨ Easy to write, even if you're not “a content person” ✨ Designed to build trust and show your expertise   This is the kind of strategy you can actually stick with—because it works, and it feels good to post. Grab your free content hub: The Simplified Content Hub - Simplified Marketing Services   Book a Free Call: Simplified Marketing Services   Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices  

Email marketing can feel like a lot. And the email welcome sequence? That part tends to get skipped altogether (no shame, I’ve been there too). But here’s the thing: those first few emails someone gets after joining your list? They actually matter a lot.   In this episode, I am breaking down the simple but powerful welcome sequence that helps financial pros like you build trust fast—without overthinking it.   In this episode, I chat about: ✨ Why your email welcome sequence is more important than you think ✨ The three-email format that keeps things simple and effective ✨ What to say in each email (with examples!) ✨ Easy ways to create connection—without sounding salesy ✨ A quick action step to reset your email marketing today Book a Free Call: Simplified Marketing Services   Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Let’s talk about one of the most low-effort, high-impact emails you probably forgot to send.   It’s not a pitch.It’s not a full-on newsletter.It’s just a simple check-in.   In this episode, I’m breaking down how a short, thoughtful email—yes, even straight from your personal inbox—can help you stand out, rebuild connections, and boost visibility without selling anything.   In this episode, I chat about: ✨ The underrated “thinking of you” email that financial pros aren’t using ✨ Real examples of what to say (no cringe, no awkward vibes) ✨ Why this works so well for trust and visibility ✨ A quick reset challenge to reconnect with three people this week Book a Free Call: Simplified Marketing Services Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Staring at a blank screen when it’s time to write an email?   Yep, I’ve been there too—more times than I can count. But what if I told you your next great email idea is already sitting in your DMs, call notes, or client convos?   In this episode, I break down: ✨ Why overthinking your emails is killing your consistency ✨ The one powerful prompt that makes writing easier (and more fun) ✨ How to turn client questions into content that connects ✨ Real examples you can swipe and try this week   If writing emails stresses you out, this reset is for you.   Book a Free Call: Simplified Marketing Services   Let’s Connect: Website: https://simplifiedmarketingservices.com/ LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices