58. How to Humanize Your Marketing with Stories That Convert
Update: 2025-10-01
Description
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:
Let’s Connect:
LinkedIn: http://www.linkedin.com/inbiancamarissasmith
Instagram: http://www.instagram.com/beesimplified
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
