Simplified Marketing | Marketing Strategies for Financial Professionals

65. How Financial Pros Can Market Their Firm in 2026 Without Burning Out


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Marketing for financial pros can feel like you’re juggling spreadsheets, deadlines, expectations… and then somehow, you’re also expected to be a full-time content creator.

 

Let’s dig into how you can simplify your marketing, protect your energy, and build a rhythm that actually works for your life and business.

 

In this episode, I break down:

✨Why most financial pros burn out with marketing (and how to break the cycle)

✨ How a simple “content hub” saves you hours

✨ Why your natural rhythm matters more than any content calendar

✨ How AI is impacting visibility, search, and the way clients find you

✨ Why email marketing is still wildly underrated in the financial space

✨ What to focus on going into 2026 so your marketing supports you and doesn’t drain you 

✨ What to analyze now so you stop wasting time on platforms that aren’t working

 

Episodes Mentioned:

Episode 42

  1. What’s Actually Working on LinkedIn Right Now (Financial Edition)
  2. Episode 54

    1. From Agency to Me: The Soft Rebrand Story
    2. Episode 57

      1. The Marketing Metrics That Grow Your Accounting Firm
      2.  

         

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        LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ 

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        Simplified Marketing | Marketing Strategies for Financial ProfessionalsBy Bianca Smith