16. Real Talk: Templates & Onboarding

Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

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 into a couple of topics that need addressing.

In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media management and content creation: ready-made content and the client onboarding process. Let’s explore the importance of authenticity in marketing and the essential steps for a smooth onboarding experience.

In this episode, I chat about:

• Why using generic content can harm your brand
• The significance of a unique brand voice
• The process of extracting personal brand elements during content creation
• The importance of cohesive messaging across social media and websites
• Common misunderstandings in onboarding expectations
• Importance of clear communication between client and social media manager

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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!