Fully Managed

The Banker Who Became a Marketer: Finance Secrets for Success

Episode Summary

On today’s episode, Brody Rotzoll from Tegrity talks to Daniela, Penji’s Partnership Coordinator about the intersection of **marketing, finance, and business strategy** with a guest who made the leap from banking to digital marketing after witnessing firsthand the challenges businesses face.

Episode Notes

Here are three things you’ll learn in this episode:

✅ How understanding business finance improves marketing strategies & lead generation

✅ Scaling the right way—balancing growth with operational efficiency

✅ **Profit First methodology** & why cutting expenses is often smarter than chasing more sales

About Brody Rotzoll and Tegrity

- Website: https://www.tegrity.marketing/

- LinkedIn: https://www.linkedin.com/in/brody-rotzoll-27b095b1/

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