This week, I’m wrapping up the year with tips to help tax professionals prepare their marketing for tax season.

Tax season can be overwhelming, and marketing often gets pushed to the back burner. But taking a break can lead to disengaged audiences and a tougher time rebuilding momentum later. This episode is all about how to stay consistent—even when you’re busy—by planning ahead.

In this episode, I chat about:

Resources:

Metricool

Book a Free Call:

Simplified Marketing Services

Let’s Connect:

Website: https://simplifiedmarketingservices.com/

LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices

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

Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!

Focus and prioritization are essential skills for professionals and business owners who juggle multiple responsibilities. Identifying what’s truly important and dedicating time to it can be transformative for productivity and well-being.

In this episode, I chat with Diana Alt, an executive coach and career growth strategist, about how to prioritize activities and increase focus in both life and business.

In this episode we chat about:

About the Guest:

Diana Alt is a no-BS executive coach and career growth strategist who helps you become the boss of your career or business. She helps people align their lives and their work in a way that feels good—not like a long, slow march to oblivion.

Connect with Diana below:

Instagram 

LinkedIn

Website 

YouTube

This week, I’m sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience.

In this episode, I chat about:

Book a Free Call:

Simplified Marketing Services

Let’s Connect:

Website: https://simplifiedmarketingservices.com/

LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices

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

Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!

Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries.

In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on the importance of personal branding and effective networking strategies.

In this episode we chat about:

• Toni’s Journey from Corporate America to Entrepreneurship

Resources Mentioned:

• Personal Brand Checklist

About the Guest:

As a speaker and consultant, Toni shares branding strategies and insights with women transitioning from corporate to entrepreneurship, with features on platforms like Bmore Lifestyle TV, Revision Path, and Grow with Google.

Connect with Toni below:

Instagram 

LinkedIn

Website 

I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business. 

If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead.

In this episode, I chat about:

• Why We Pause Onboarding During the Holidays

Book a Free Call:

Simplified Marketing Services

Let’s Connect:

Website: https://simplifiedmarketingservices.com/

LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices

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

Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!

What’s going on in the world of social media marketing?

Social media marketing is constantly evolving, and staying up-to-date is crucial. Let’s dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what’s currently working on each platform and how you can use these strategies in your marketing.

In this episode, I chat about:

• Instagram Updates:

Sign up:

Simplified Marketing Newsletter

Book a Free Call:

Simplified Marketing Services

Let’s Connect:

Website: https://simplifiedmarketingservices.com/

LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices

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

Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!

Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability?

In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy seasons. Through her signature "Four P's" approach—Priorities, Productivity, Processes, and Planning — Simone offers actionable steps to help listeners balance their energy, avoid stress, and grow both their life and business.

In this episode, we chat about:

• Work-Life Harmony vs. Work-Life Balance

Resources Mentioned:

• Regain Your Energy Quick

About the Guest:

Simone is a renowned Lifestyle Designer. For over 10 years, she has dedicated herself to helping women build strong, impactful lives and businesses. Specializing in working with emotion-driven entrepreneurs who seek a balance between a soft life and hustle culture, Simone brings a unique perspective that resonates deeply.

Connect with Simone below:

Instagram 

Website

What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choose you over a competitor?

In this episode, I talk about the power of storytelling in the financial industry and how it can transform your business. Learn why it’s crucial to step away from the financial jargon and start connecting with clients on a personal level by sharing your unique journey and client success stories.

In this episode, I chat about:

• Why Storytelling Matters

Grab your FREE Resources:

Resources - Simplified Marketing Services

Work with us:

Services - Simplified Marketing Services

Let’s Connect:

Website: https://simplifiedmarketingservices.com/

LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices

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

Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!

Don’t wait until you’re overwhelmed to outsource your marketing. Invest the time now to ensure your marketing is not just surviving but thriving during peak seasons.

In this episode of the Simplified Marketing Podcast, I discuss the importance of outsourcing your marketing strategy well ahead of your financial firm's busy season. 

In this episode, I chat about:

• Why Timing is Everything

Grab your FREE Resources:

Resources - Simplified Marketing Services

4 ways to work with us:

Services - Simplified Marketing Services

Let’s Connect:

Website: https://simplifiedmarketingservices.com/

LinkedIn: http://www.linkedin.com/in/simplifiedmarketingservices

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

Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!

What is SEO? What does it mean? How does it work? How do you use SEO in your marketing? Learn how to Simplify Your Marketing with SEO.

In this episode, I sit down with Stephanie, an SEO copywriter and founder of Brandscended. She helps small businesses connect with their dream clients by crafting high-quality SEO-optimized content that establishes authority and drives leads. Stephanie shares her insights on SEO, blogging, and how to simplify your marketing efforts to thrive without hustling on social media.

In this episode, I chat about:

• The importance of SEO for financial professionals and how it simplifies marketing.

Resources Mentioned:

• Newsletter

About the Guest:

Stephanie is an SEO copywriter who helps small businesses connect with their dream clients on Google. At Brandcendent, she crafts quality content that establishes authority and drives leads so that service providers can thrive without having to hustle so hard on social media. Get your free copy of her guide Alt Text 101 to get your images ranking on Google.

Connect with Stephanie below:

Instagram 

Website 

TikTok

LinkedIn