Tackling the Challenge of Measuring the ROI on Your Marketing Budget with CPA Catherine Tindall

The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase.

Catherine and Hillary dive deep into the complexities of marketing spend for financial professionals, offering invaluable insights on how to strategically allocate your marketing budget, measure ROI where you can, and leverage referral business for cost-effective growth. If you're looking to refine your marketing strategies and ensure every dollar spent is working for you, this conversation is packed with practical advice.

Connect with Catherine:

• LinkedIn: Catherine Tindall, CPA
• Podcast: Financial Advisors Want to Know
• Website: Dominion Enterprise Services

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