DiscoverSimplified Marketing | Marketing Strategies for Financial Professionals62. 3 Marketing Myths Keeping Financial Professionals Stuck
62. 3 Marketing Myths Keeping Financial Professionals Stuck

62. 3 Marketing Myths Keeping Financial Professionals Stuck

Update: 2025-10-29
Share

Description

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

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

62. 3 Marketing Myths Keeping Financial Professionals Stuck

62. 3 Marketing Myths Keeping Financial Professionals Stuck

Bianca Smith