Simplified Marketing | Marketing Strategies for Financial Professionals

Feeling stuck when it comes to creating content? You’re not alone.

Even as a marketer, I’ve had those days where my brain just says “nope” and creativity runs dry. But here’s the truth: if you’re i…

Social media can feel draining—especially when you're caught in a cycle of endless content creation, mindless scrolling, and feeling like you're not seeing results. If you're feeling overwhelmed or e…

Marketing can often feel like a chore—especially for financial professionals who already have a lot on their plate. If you've been feeling burnt out, overwhelmed, or stuck in a repetitive cycle, this…

Email marketing remains one of the most powerful ways to connect with your audience, but if your emails aren’t getting engagement, it might be time for a reset. 

In this episode, I chat about:

• Why…

Social media can feel overwhelming with countless platforms, trends, and opinions, but in this episode, I simplify the process by helping you reset your social media presence. Learn how to conduct a …

Marketing shouldn’t feel overwhelming or like a never-ending cycle of stress—especially if you’re already balancing the demands of your financial business. 

In this episode, I’m kicking off the Res…

Marketing shouldn’t feel like a never-ending game of catch-up—especially if you’re already overwhelmed with client work. In this episode, I’m breaking down a simple system that will help you stay org…

After a busy year, it’s time to step back, reflect, and hit the reset button. This episode is all about embracing a fresh start and setting yourself up for success in 2025. If you've been feeling ove…

After over a month away I’m finally back and so excited to catch up with you all. This episode is jam-packed with all the latest social media updates for January 2025. From Instagram’s new grid forma…

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.…

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 transform…

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 finan…

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 wit…

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 episod…

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 platf…

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 blendin…

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 …

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 Simplifi…

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…

I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive in…