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Join Our Free Webinar, "Maximizing ROI: Integrating Marketing Strategies with Financial Planning"

"Maximizing ROI: Integrating Marketing Strategies with Financial Planning" Next Level Financial and

Join us for a dynamic and insightful webinar where James Williams Jr., CFA, and Co-Founder/CFO of Next Level Financial, teams up with Kelli Kelley, Founder/CEO of brndMethod Creative Agency, to explore how finance and marketing can align to maximize ROI.


In this session, James and Kelli will engage in an open dialogue, sharing actionable frameworks that ensure both departments can collaborate effectively.


You'll learn:


  • Strategies for creating a marketing budget that aligns with financial realities while prioritizing high-impact initiatives.

  • How to avoid the pitfalls of chasing every new trend, helping you focus on what truly drives results.

  • Best practices for aligning marketing and financial KPIs to track and measure overall success.



Subscribe to our bi-weekly newsletter to gain access to our Resources Page, packed with recorded webinars and valuable insights!

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