Conventional wisdom says the best way to convince a CFO to invest in brand is with data. I have a better approach.
Most CMOs make the case with attribution studies, web traffic, or share of voice models. The problem is that presenting data to a skeptical executive tends to make them more skeptical, not less. You're inviting the CFO to poke holes in your data, and CFOs are very good at that. Psychologists call this reactance: the more directly you challenge a belief, the harder people defend it. The smarter the executive, the stronger the reflex.
That’s why I think there's a more effective path, and it starts with a question.
THE TECHNIQUE
Next time you're sitting across from a CFO who wants to cut your brand budget and double down on MQLs, don't open with a data. Ask them to walk you through the last time they selected a new platform — perhaps something like Anaplan or Adaptive Insights, or an HRIS.
Ask it like this:
🔷 How did you first hear about the vendor you chose?
🔷 Before you ever talked to sales, what had you already decided?
🔷 Did you download a gated ebook? Attend a webinar? Click a banner ad?
🔷 Or did it come up at an audit committee dinner, or in a conversation with a peer CFO you trust?
Let them answer, without editorializing.
Most CFOs, if they're being honest, will describe something that looks nothing like a demand gen funnel. They'll describe reputation, word of mouth, and a vendor who was already on their mental shortlist before sales ever said a word.
WHY THIS WORKS
When people arrive at a conclusion through their own reasoning, it sticks in a way no slide deck can match. This is called self-persuasion — conclusions we arrive at through our own reasoning feel like convictions, not arguments we were talked into, and convictions are much harder to walk back. You're not changing their mind; you're helping them use it.
WHAT COMES NEXT
Once you've had that conversation, you can make your ask on different footing: "I'm not asking us to abandon measurement. I'm asking us to measure the right things."
For example, brand tracking surveys — even just 100 targeted respondents from your ICP a quarter — will show directional movement in awareness, perception, and preference. That's not the same as proving causation. But it's the honest version of measurement for a process that's genuinely nonlinear, and it tracks exactly the factors that drove your CFO's own last purchase decision.
I explored this topic and many others on the Passetto podcast with Carolyn Dilks — link in the comments.
What's the most effective way you've found to reframe the brand investment conversation with a financially-minded leadership team?