Marketing Money Podcast is back with Jim Marion, Scott Welch and Cecelia Calaby. Listen in as we dig deeper into the world of Wealth Management.
Episode 190 | The 30-Month Plan: Future-Proofing Bank Marketing
In this episode, Josh and John dig into the importance of long-term marketing strategy for banks—introducing the concept of a 30-month rolling marketing plan. They discuss how traditional year-to-year budgets fall short, and how aligning marketing with executive and business-line goals can make a massive impact. The duo critiques reactionary marketing and the outdated “campaign-a-quarter” […]
Episode 189 | You Don’t Need a Bigger Budget—You Need a Better Plan
In this episode, Josh and John tackle the most common excuse in bank marketing and explain how clarity, consistency, and creativity matter more than money. Start with what you have, and do it well.
