Simplified Marketing | Marketing Strategies for Financial Professionals

I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions fo…

August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing prese…

Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use. 

Let’s talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketin…

Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience…

As financial professionals, your days are often filled with client work and if you haven’t outsourced your marketing then marketing your business and all the other things we have to do as business ho…

Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walki…

It’s easy to want to reduce your marketing this summer and just sit by the beach or pool all day. But stopping your marketing can be a big mistake. Even during the busiest seasons, or the lazy days o…

Marketing doesn’t have to be a separate chore. It can be seamlessly woven into your day-to-day life. Find what works best for you and embrace the freedom and creativity that entrepreneurship offers.

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Have you ever wondered if you’re truly leveraging the full potential of social media to create lasting client relationships? If so, you’re in the right place.

In today’s episode, we’ll be exploring…

As a business owner, simplifying content creation is crucial for marketing and maintaining an effective social media presence without feeling overwhelmed. It's the key to streamlining your processes …

As a business owner, creating marketing content, particularly for social media, can be very demanding. You have to think about the ideas, create the graphics, write a copy, do the hashtag research, a…

The human side of your brand is very critical and it's about infusing authenticity, empathy, and human connection into your brand's identity and interactions. In a marketplace increasingly driven by …

As a business owner looking to drive sustainable growth and success, infusing your mission, vision, and core values into your marketing can help create a cohesive and authentic brand identity that re…

Cultivating a pivotal mindset is crucial for any business owner. Recognizing that change and adaptation are not just inevitable but essential for growth and success. When market conditions shift, cus…

Are you a CPA, CFO, bookkeeper, or another financial professional struggling with your marketing?

Do you want to find ways to simplify your marketing and learn how to integrate marketing into your …