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!

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