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 The duo critiques reactionary marketing and the outdated “campaign-a-quarter” approach, urging banks to plan ahead with purpose and brand clarity.
In this episode, Josh and John break down the real skills that matter in bank marketing today—beyond trends, buzzwords, and shiny distractions. From leadership and creativity to the ability to actually execute, they unpack what separates brands that post from those that perform.

