LinkedIn, Instagram, AI, algorithms, content chaos… 2025 was a lot.

If you’ve felt whiplash trying to market your firm this year, you’re not alone.

In this episode, I’m pulling back the curtain on what 2025 really looked like for me as a marketer, mom, empty nester, and business owner living in Spain plus how I’m shifting into 2026 with more flow and less forcing.

In this episode, I chat about:

If you’ve been wondering how to show up next year without burning out, this one’s for you.

Work with Me:

Services - Bee Simplified

Let’s Connect:

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

Instagram: http://www.instagram.com/beesimplified.com

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

Episode 54

Episode 57

Grab Your Free Content Hub:

The Simplified Content Hub - Bee Simplified

Book One Of My Services

Services - Bee Simplified

Let’s Connect

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

Instagram: http://www.instagram.com/beesimplified.com

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.

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:

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.

In this episode I chat about: 

 ✨ Why trying to show up on every platform is watering down your message

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:

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. 

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:

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:

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:

Episode mentioned:

Episode 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