Bonus: To Spend or Not To Spend? How To Evaluate Your Expenses + The Questions Every Business Owner Should Ask Before A Big Financial Decision

About this episode

Alicia Martinez returns to discuss how to evaluate business expenses and make informed financial decisions.

Is your next business expense an investment or a mistake? The answer is always nuanced, but the right questions can help you make wiser spending decisions that actually align with your ROI expectations and overarching business goals. With nearly 20 years of experience across multiple sectors of the financial industry (banking, lending, and now financial planning and investment/wealth management), founder of independent adviser Divergent Financial Advisory Services, Alicia Martinez knows exactly how to navigate those tough spending decisions that move your business forward while protecting your budget. Back as a returning guest on our show, she goes meta in today’s episode by walking us through her own decision tree and how she evaluated a recent marketing expense of her own (our offer, Instant Influence). What questions did she ask in the consideration process? How is she defining and tracking success? How can business owners effectively evaluate a financial commitment when the outcome isn't guaranteed? This is the episode to tune into before you make your next big purchase for your business. Connect with Alicia: ⁠https://difiadvisory.com ⁠https://www.instagram.com/difiadvisory…

People in this episode

Host: Ellen Yin

Guest: Alicia Martinez

Topics covered

• business expenses
• financial decision making
• ROI expectations
• marketing expenses
• budget management
• investment evaluation

Keywords

• business expenses
• financial planning
• investment
• marketing
• ROI
• budget
• decision making

Mentioned in this episode

Organizations: Divergent Financial Advisory Services, Instant Influence, DiFi Advisory, Cubicle to CEO

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