Planful’s Post

Connect, engage, and grow your client base with a digital marketing strategy for financial advisors. Read our latest blog to see what this involves//bit.ly/3LoDKxr #digitalmarketing #finance #financialadvisor #bodewell #gobodewell

Precision Credit Analysis: Uncover Financial Discrepancies with Tailored Audits Empower clients with personalized credit audits and comprehensive reports, identifying inconsistencies and paving the way towards financial clarity and strategic decision-making. Visit https://lnkd.in/gSzJGjP #credit #repair #software #marketing #business #digitalmarketing #stage #socialmedia #performance #audience #reach

Why is marketing viewed as a cost center? Reset the CMO/CFO relationship by aligning on common success metrics and demonstrate the impact of marketing actions on financial outcomes. Check our guide for more actionable steps: https://lnkd.in/e3Jsp2PR #cmocfocollaboration #commercialanalytics #revenuegrowth

📊 Transform Your Agency's Decision-Making with Real-Time Financial Data! 🌐 Stay ahead of the curve with Accountability's comprehensive financial management platform, designed exclusively for marketing and advertising agencies. Empower your team with actionable insights and drive business growth with confidence. 🌐 Learn more:https://hubs.ly/Q02GDCpr0 #FinancialManagement #AgencyLife #Marketing #Advertising #RealTimeData #BusinessGrowth

“This year sucks. When is business going to start picking back up?” Man, if we had a dollar for every time we heard that question. Well, we’re the accountants or CFOs for over 100+ marketing agencies, and we’re sitting on a treasure trove of KPI data - KPI data that can help us see into the future. And guess what? That data is telling us a pretty clear story. And the story just might have a happy ending. We’ve compiled it all in our first half “State of the Studio” report. Check it out. It’s a page-turner! #creativeagency #agencygrowth #finance #agencyowner

Integrating marketing and finance isn't just efficient; it's transformative for businesses. It bridges creative campaigns with solid financial insights, ensuring every dollar spent on marketing is an investment toward growth. When marketing strategies are informed by financial data, businesses can target more effectively, optimize budgets, and measure ROI with precision. Learn how Titicus can help: https://hubs.la/Q02m6Gk30 #DigitalMarketing #FinancialManagement #TiticusAgency

Not sure if your marketing agency is on track to meet your year-end goals? Tracking these 15 financial KPIs (or Key Performance Indicators) can help you figure out if you’re nearing your goals — or falling behind. Read more on our blog: https://bit.ly/3Zc3OBs #KPIs #ReachYourGoals #Fall #MarketingGoals #FinancialGoals #BlogPost

Reels? Testimonials? Behavioral finance? If you’re looking to get the latest scoop on marketing trends for financial advisors, catch us this Monday for A.U.M.™! We’re sitting down with the original finance bestie in the know, Bob Veres, producer of Inside Information. https://lnkd.in/ePQxwzRd #AUM #AskUsMarketing #InterviewWithAnExpert #FinancialPlanning #FinancialAdvisor #Marketing #DigitalMarketing #KalliCollective 

What comes to mind when you think of financial services? Perhaps it's your bank, accountant, insurance, or just money in general. For me, it's the throughline of it all — numbers. And Quad's latest #finserv intelligence report is chock full of them along with effective strategies and expert insights. Give it a download below!

Credit Clarity: Uncover Inconsistencies with Our Audits Unlock financial clarity with our expert credit audits. We meticulously examine your credit profile, identifying discrepancies and crafting comprehensive reports. Empower your financial journey with accurate insights. Visit https://lnkd.in/gSzJGjP #credit #repair #software #marketing #business #digitalmarketing #stage #socialmedia #performance #audience #reach