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title: "Wrapped up just for you: Our top growth resources of the year 🎁"
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The Intention.ly Brief | December 2024

| View in browser This is it – the last Intention.ly Brief of 2024. On behalf of our entire team, we want to thank you for spending the year with us!   This month, we’re taking a look all the way back at major milestones from 2024, resurfacing our top growth resources, and wishing you all a happy holiday season. 🤓 January \| The American College of Financial Services launched its Knowledge Hub+, featuring Intention.ly’s 18 original financial advisor marketing videos.   🎧February \| Kelly’s guest appearance on Wealthtech on Deck was a wakeup call to firms claiming to drive growth, scale, and efficiency: Prove it.   🤝 March \| We announced a powerful new collaboration with Nitrogen as the official marketing partner for their clients.   🚀 April \| Spearheaded by Kyle Hiatt, we launched our Fractional SDR service to help firms capitalize on marketing efforts and accelerate pipeline.   📽️ May \| We joined forces with Idea Decanter to bring the power and impact of video testimonials to more advisory firms.   💥June \| HubSpot named Intention.ly to its Partner Advisory Council, giving us the ability to elevate our clients’ needs directly to HubSpot leadership.   📰 July \| To bring you more growth resources you can use quickly, we took a fresh new approach to the Intention.ly Brief (share it with a friend here)   🚗 August \| We welcomed industry titans Randy Lambert and Joe Steuter to Intention.ly, furthering our vision of building an intentional growth engine.   🤗 September \| AdvisorEngine tapped Tina Powell for her insights on one of the industry’s most critical topics: connecting with the next generation.   🗣️October \| Led by Joe Steuter, we introduced the industry’s first M&A communications consulting service to help firms improve first-year client retention.   🎙️November \| Tina Powell returned to In the Suite, reprising her role as the host of the popular podcast sharing inspiring stories of female leaders in financial services.   📚December \| We officially wrapped up season one of Book Club; check out all the replays here and stay tuned for new episodes in 2025! 1️⃣ Building your marketing team: Who to hire and when: Get Kelly’s clear formula for aligning in-house hiring and supplemental outsourcing with your current business stage, goals, and resources.   2️⃣ Five tools to consider to maximize your HubSpot investment: Our resident HubSpot guru, Zohray Brennan, highlights five key HubSpot integrations for improving efficiency, creativity, and business outcomes.   3️⃣ A seven-step guide to better brand messaging: Joe Steuter’s comprehensive playbook breaks down exactly how to understand your audience, maximize pivotal touchpoints, and articulate your value proposition.    4️⃣ Google is not your bestie: Sound advice from our Head of Digital Marketing, Dan Natale, who explains how to protect your marketing ROI while leveraging Google for paid advertising.  5️⃣ Aligning sales and marketing: Easier said than done, but if anyone can offer a framework for successful collaboration between sales and marketing teams, it’s our Head of Sales Consulting, Kyle Hiatt. From our team to yours, wishing you… this season! Want to see something you’re working on featured in a future edition of Intention.ly Brief? Drop us a line here to share your news.  Intention.ly, 1018 W. 9th Ave, Suite 120, King of Prussia, PA 19406 Unsubscribe Manage preferences |
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