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79. Money Talks: How to Craft a Winning Marketing Budget
Manage episode 410212885 series 3559424
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Are you a business owner looking to maximize your marketing impact while managing your budget efficiently? Investing too much or too little in untested marketing strategies can lead to missed opportunities and wasted resources. It's time to rethink our approach to marketing budgeting and achieve meaningful results.
In this episode of Roadmap to $1 Million, I'm excited to be joined by my good friend Patrice Malloy, a top-notch Financial Consultant. We're teaming up to dive into the nitty-gritty of creating a marketing budget that truly works for you. Our discussion will cover the critical aspects of intentional planning, striking the right balance between your immediate needs and long-term goals, and ensuring that your investments are propelling you toward your entrepreneurial dreams.
Today, I'll be honing in on the marketing channels that are delivering the best returns. Meanwhile, Patrice will share her invaluable expertise on how to manage your financial priorities with skill and precision. We're both passionate about the significance of a long-term strategy and the necessity of staying consistent in your approach. We're also united in our caution against investing in unproven ventures without due diligence.
Our conversation promises to provide a real-world perspective on how the realms of finance and marketing intersect, and why their collaboration is essential. We aim to empower you to take control of your marketing budget and navigate it with the utmost confidence. Join us as we explore these insights and more, ensuring that every penny you invest is a step forward in your business journey.
Listen to the episode to learn:
How to create a marketing budget
Why you need to consider spending money on marketing
How to budget for short-term and long-term expenses
& so much more!
Patrice Malloy is a distinguished finance professional with a rich 20-year career, marked by her expertise as a Fractional CFO, certified tax strategist, QuickBooks and Xero pro advisor, and dedicated financial coach.
Her extensive knowledge and experience make her an invaluable asset in the financial industry. As a licensed insurance broker and a strategic thinker, Patrice has played a pivotal role in guiding a diverse range of businesses, from emerging startups to established giants like JP Morgan Chase, towards financial growth and efficiency. In essence, Patrice has the expertise to revolutionize your business’ financial landscape. She excels in integrating business, strategy, and finance, consistently providing clients with increased profits and a reduced tax burden. Notable clients and experience include the Department of Defense, Department of Veterans Affairs, Homeland Security, PricewaterhouseCoopers, Defense Logistics Agency, Freddie mac, Fannie Mae, Sprint Nextel, KPMG, and JP Morgan Chase.
Follow Patrice on Social Media: Instagram | TikTok | LinkedIn | Facebook | The Wealth Builders Society | WOC Cash Flow Collective | YouTube
Check out the Show Notes
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