Aligning Marketing With Business Goals
Mon Jan 19 2026
Marketing gets messy when it is disconnected from business goals. In this episode, Tiffany and Jimmy break down how to build alignment through a simple planning meeting, a firmwide calendar, and metrics that reflect what is actually happening in the funnel. You will learn how to work backwards from growth goals into marketing goals, how to report on what moves the needle, and why doing less can be the most strategic move when it is focused and tied to the company’s direction.
Want more financial services marketing? Join thousands of professionals who receive best practices, resources, and the occasional checklist in their inboxes! https://www.outandaboutcommunications.com/community
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Marketing gets messy when it is disconnected from business goals. In this episode, Tiffany and Jimmy break down how to build alignment through a simple planning meeting, a firmwide calendar, and metrics that reflect what is actually happening in the funnel. You will learn how to work backwards from growth goals into marketing goals, how to report on what moves the needle, and why doing less can be the most strategic move when it is focused and tied to the company’s direction. Want more financial services marketing? Join thousands of professionals who receive best practices, resources, and the occasional checklist in their inboxes! https://www.outandaboutcommunications.com/community