Request Your Strategy Session
Work directly with Josh and select financial marketing specialists to review your marketing needs, surface what matters most, and leave with a GrowthFi Matrix mapped to your business.
Your Session Team
Find where your marketing team has the most room to grow.
What You’ll Get From a Strategy Session
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The Review
We Review It With Your Team
We work through your current marketing together, live and remotely, so nothing gets lost in a brief.
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The Priorities
We Rank What Matters Most
We surface the opportunities that matter most and put them in the order your team should act on them.
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The Matrix
You Leave With Your Map
A customized GrowthFi Matrix and a practical roadmap aligned to your goals, priorities, team structure, and budget.
FAQ
Questions About Sessions
What happens in a Strategy Session?
You work directly with Josh and select financial marketing specialists to review your current marketing, identify opportunities, and create a customized GrowthFi Matrix for your business.
Are sessions in person or remote?
Always remote. Your whole team can join from wherever they work, with no travel and no time lost getting everyone into one room.
Do I need to take the assessment first?
It isn’t required, but it helps. The free assessment shows where your marketing stands today, so your session starts from your results instead of from scratch.
Take The Free AssessmentHow do I request a session?
Fill out the form above with Strategy Session selected. We’ll reply to plan a session that fits your team.