Rachel and Marcus dive deep into their marketing experiments at DBA, including a candid discussion of spending $500,000 on initiatives that didn't quite work out as planned. They share valuable insights about the importance of clearly defining your ideal client and services before investing in any marketing efforts, whether internal or outsourced. The conversation explores their successful strategy of client block exits and how they've ultimately found better growth through nurturing existing client relationships rather than aggressive marketing campaigns.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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• (00:00 ) - Welcome to Who's Really the Boss
  


• (04:30 ) - Personal Update and Marketing Challenges
  


• (09:10 ) - Marketing Strategies and Client Management
  


• (13:14 ) - Determining Ideal Clients
  


• (21:15 ) - Grading Clients and Exit Strategies
  


• (28:24 ) - Evaluating Service Lines
  


• (31:30 ) - Outsourced Marketing vs Internal Teams
  


• (43:06 ) - Experiments with Lead Generation
  


• (49:25 ) - Refocusing Growth Strategies
  


• (53:04 ) - Creative Marketing Approaches
  


• (54:35 ) - Conclusion and Future Plans