In this episode of Brand Bank Build, Terra and Karen dive into the crucial intersection of branding and finance in building a strong, sustainable business mindset. They discuss the common financial misconception of branding as an optional expense and emphasize the often unseen but significant return on investment that branding activities can provide.

With examples like Coca-Cola and Jaguar, they illustrate the long-term impact of consistent branding strategies and the risks associated with cutting brand budgets.

Terra shares insights on the nuances of branding, from brand voice to the psychological impact of design choices, while Karen provides a finance perspective on the importance of brand investment. Together, they underline the necessity of trust between departments and validate the role of experts in navigating the gray areas of branding.

The episode wraps up with key takeaways on authenticity, consistency, and the holistic integration of brand support throughout an organization.

Connect with Karen on LinkedIn https://www.linkedin.com/in/karenstephen-ca/

Connect with Terra on LinkedIn https://www.linkedin.com/in/terramilo/

In this episode of Brand Bank Build, hosts Terra and Karen explore how sustainability relates to finance and marketing in building a strong, ethical business.

They emphasize the role of authenticity and transparent communication in marketing sustainable initiatives.

The conversation also highlights the evolving consumer preferences, particularly among millennials, for sustainable products and the long-term financial benefits of adopting sustainable practices.

They conclude with actionable insights on how businesses can begin incorporating sustainability into their strategies to enhance trust and achieve growth.

⁠Connect with Karen Stephen⁠ on LinkedIn

⁠Connect with Terra Milo⁠ on LinkedIn

Are you spending money, or investing in your future? Is that software subscription draining your budget, or driving your growth? And when was the last time you hired help that actually helped?

If you've ever wrestled with the guilt of outsourcing or hesitated to spend on support, this episode is your permission slip to think differently.

In this episode of Brand Bank Build, CFO Karen Stephen and CMO Terra Milo break down the mindset shift that transforms expenses into strategic investments. From hiring a podcast editor to outsourcing marketing and bookkeeping, they share real-life examples that prove smart spending isn't just about saving time; it's about building momentum.

Karen offers her financial lens on ROI and long-term planning, while Terra shares personal stories about delegation, clarity, and reclaiming energy. Whether you're a solopreneur or scaling a team, this episode will help you align your budget with your brand and your goals.

What You'll Learn:

• Why hiring help is a growth strategy, not a luxury

• How to shift from scarcity thinking to strategic investing

• The surprising ROI of hiring a house cleaner

• How to audit your subscriptions for real value
• Why accountability increases when you delegate

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  Connect with Karen Stephen on LinkedIn

  Connect with Terra Milo on LinkedIn

  
  

The Reality Check Episode: Evaluating Your Business and Marketing StrategiesIn this episode of Brand Bank Build, let’s have a chat about the importance of evaluating your business and marketing efforts to ensure sustainable growth.

We’ll share insights on the significance of data, the necessity of consistent marketing, and the value of understanding your target audience.

The episode also includes live office hours where we answer listener questions about going viral on LinkedIn, promoting webinars, and navigating the job market as an entrepreneur.

Key takeaways include the importance of reality checks, overcoming objections, and ensuring your offers are visible and accessible to potential clients.

Karen https://www.linkedin.com/in/karenstephen-ca/

Terra https://www.linkedin.com/in/terramilo/

00:00 Introduction to Brand Bank Build00:57 Office Hours Session Begins01:40 Analyzing Podcast Performance04:22 Going Viral on LinkedIn08:51 Dealing with Low Engagement on LinkedIn12:58 Identifying Your Target Audience17:36 Improving Webinar Launches20:58 The Importance of Persistent Communication23:51 Reality Checks and Overcoming Self-Doubt24:59 Navigating the Remote Job Market30:41 Evaluating Equity Offers in Startups37:05 Final Thoughts and Key Takeaways

Unlocking the Power of Newsletter Sequences for Your Business

Join CMO Terra and CFO Karen in this episode of Brand Bank Build as they talk about the transformative power of setting up newsletter sequences to enhance your marketing and finance efforts.

Terra shares her expertise on creating automated email sequences that save time and ensure valuable content reaches all your subscribers, regardless of when they sign up.

From converting LinkedIn posts into newsletter content to automating course launches and nurturing new leads, this episode is packed with actionable insights.

Karen highlights the practical benefits and provides tips for beginners on getting started.

Don't miss out on this game-changing strategy to consistently nurture your audience and grow your business.

Connect on LinkedIn:

⁠Karen Stephen⁠

⁠Terra Milo

Work 1:1 with Terra to create your email sequence. In one Power Hour, you'll get the tech set up and content calendar to fill your sequence with helpful content that sets you up for sales.

https://terramilo.com/book-me

00:00 Introduction to Brand Bank Build Podcast

00:57 The Importance of Newsletter Sequences

03:14 Setting Up Your Newsletter Sequence

07:30 Leveraging LinkedIn Content for Newsletters

12:40 Automating Course Launches with Sequences

20:15 Growing and Managing Your Email List

26:39 The Power of LinkedIn for Client Engagement

27:21 The Value of Newsletters in Client Relationships

29:52 Brainstorming Content for Your Newsletter

35:02 Setting Up Your Newsletter Sequence

40:23 Final Tips and Takeaways

CFO Karen and CMO Terra explore the pivotal role of money mindset in business growth. With over 25 years of experience in finance and marketing, they discuss four key money mindset archetypes: the hoarder, the avoidant, the worshiper, and the status seeker.

Karen shares how these mindsets affect business decisions and gives practical strategies for shifting toward a more productive money mindset.

The episode aims to help listeners identify their money archetype and take actionable steps to improve their financial decisions, ultimately fostering a more sustainable business. Additionally, they touch on the challenges of financial advice within the industry and the importance of individualized financial education.

Get access to Karen’s Money Mindset Reset here https://karen-stephen.thrivecart.com/money-mindset-reset/

Connect on LinkedIn:

Karen Stephen

Terra Milo

00:00 Introduction to Brand Bank Build Podcast

00:50 Understanding Money Mindset

02:19 The Avoidant Money Mindset

03:29 The Hoarder Money Mindset

05:30 Bootstrapping and Business Growth

09:56 Gender Differences in Business Funding

18:25 The Worshiper and Status Seeker Archetypes

21:14 Impact of Money Mindset on Business Decisions

25:29 Understanding Financial Shame

25:53 The Complexity of Finance

26:45 Decoding Financial Communication

27:47 Challenges for Financial Avoidants

29:07 The Need for Transparency in Finance

32:52 The Role of Technology in Finance

33:31 Empowering Self-Investment

37:19 Adapting Business Decisions to Money Archetypes

41:50 Continuous Money Mindset Work

43:42 Conclusion and Next Steps

Brand Bank Build is a different kind of podcast. We record episodes that feel like coaching sessions.

But we also offer live Office Hours so you can get your questions answered.

On May 8, Terra Milo (CMO) and Karen Stephen (CFO) are opening the floor to your questions.

We’ll recap key lessons from our first 2 episodes on pricing and why repetition isn’t redundant… then dive into whatever you want to know about marketing + finance.

Drop your question in the comments if you have one or just show up here ready to learn!

Register to join us on Zoom https://us02web.zoom.us/meeting/register/un0diNBSSLGYZ_vdzMcz3w

We'll record the episode and publish it on May 15.

We mean this with love... nobody cares.

In this episode, Terra and Karen discuss common marketing challenges business owners face, with a specific focus on the misconception of 'bothering' potential customers with frequent messages. Terra reassures that people are generally not keeping track of every newsletter or social media post, emphasizing the importance of repetition in marketing. The conversation touches on the psychological aspects of customer attention, the value of reusing content, and the effectiveness of batching emails. Practical tips are provided, including testing engagement by directly asking 'Am I bothering you?' and the significance of knowing standard open-rate metrics. The episode encourages business owners, especially women, to confidently promote their value without the fear of being a nuisance.

00:00 Introduction to Marketing Challenges

00:31 Overcoming the Fear of Bothering People

02:01 The Importance of Repetition in Marketing

13:07 Practical Tips for Effective Marketing

14:50 Testing and Feedback in Marketing

21:47 Metrics and Reusing Content

24:56 Final Thoughts and Key Takeaways

More information at ⁠brandbankbuild.com⁠

Connect with us on LinkedIn

Karen Stephen ⁠https://www.linkedin.com/in/karenstephen-ca/⁠

Terra Milo ⁠https://www.linkedin.com/in/terramilo/⁠