Simplified Marketing | Marketing Strategies for Financial Professionals

58. How to Humanize Your Marketing with Stories That Convert

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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

     

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    Let’s Connect:

    LinkedIn: http://www.linkedin.com/inbiancamarissasmith

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    Simplified Marketing | Marketing Strategies for Financial ProfessionalsBy Bianca Smith