DISCUSSION: Capital Allocation and Funding Strategies for Scalable Growth (part 2 of 2)

By Aaron Adamson

AARON ADAMSON & ALEX POLAMERO: 🚀 Unlocking Growth Potential: A Dynamic Approach to Marketing & Sales 🚀

Aaron Adamson, Alex Polamero, and Mason Brady of Brady CFO discussed a transformative marketing strategy for an accounting firm.

Instead of a broad PPC campaign, Aaron recommended a targeted approach, focusing investment on individuals actively seeking their services to minimize risk and validate profitability. To build trust, the firm offered reduced fees for the initial months.

Mason highlighted the risk of large marketing plans failing, especially when raising outside capital. Many clients are reluctant to increase marketing budgets despite clear ROI evidence, often due to budget constraints or outdated figures.

Their advice?

🔥 Adopt a dynamic, iterative decision-making process with a rolling forecast instead of rigid annual budgets. This allows for real-time adjustments and scenario modeling, helping businesses adapt and unlock growth potential effectively. 🔥

#MarketingStrategy #GrowthMindset #PPC #BusinessDevelopment #AdaptivePlanning

Author

  • Aaron Adamson

    Aaron has 20 years of experience as an entrepreneur and business & marketing leader with a specialty in PPC advertising. He has a passion for driving huge profits! In the last 11 years, he's increased profits on average, 40% across all roles! Aaron loves to say "Big profit improvements change companies and lives for the better!" Outside of this, he loves exercise (yoga in particular) and spending quality time with his wife and son.

    View all posts
Posted in Videos