What are Google, ChatGPT, Perplexity, and Claude really looking for? What are the two most important figures for determining your marketing budget? And where are all the top CMOs hanging out at Future Proof Citywide?
Find out in this month’s edition of the Intention.ly Brief, where we’re also celebrating a very special member of our team!
Everything Tina Powell does, she does with heart.
❤️ Her passion for helping advisors and fintech firms turns conversations that could be sales pitches into pure inspiration both sides can feel.
❤️ Her dedication to our team takes on the shape of exactly what we need, from an exquisitely decorated Friendsgiving table to birthday sparklers to constantly keeping us ahead of marketing and industry trends.
❤️ Her infectious energy lights up the stage, the mic, the conference room, our own King of Prussia office.
❤️ Her commitment to sharing her story to help others fighting their own cancer battles brings a transformative warmth and vulnerability to an industry often characterized as cold.
So it’s only fitting that we celebrate Tina being named a finalist for this year’s ThinkAdvisor Luminary with Heart award, an honor that solidifies the legacy of generosity, resilience and authenticity she’s been building for her entire career. We love you, Tina! ♥️
From all of us at Intention.ly, congratulations to all the ThinkAdvisor Luminaries finalists!
What are we not doing this month? Let’s find out!
Don’t Do That continues to deliver lessons learned from real mistakes made by some of the industry’s most accomplished leaders across marketing, media, tech, financial planning, operations, and more. This month, find out why a growth plan without clear goals is a waste of money and learn first-hand what happens when you stretch the truth to a reporter.
Message Matters: Why Your Flaws Are Your Best Marketing Asset
On this episode of Message Matters, Chief of Client Strategy Joe Steuter explores a clear pattern that's emerged after working with over 75 fintech and finserv firms on year-end planning: authenticity creates connection.
As you plan for 2026, ask yourself: Where can you bring more of your real story into your messaging? What doubts did you face building your practice? What mistakes taught you the most? Stop distancing yourself from your flaws. Use them in your campaigns, content, and client communications. The firms winning next year will be brave enough to show up as real people solving real problems for other real people.
Financial Services Brands: Own Your Domain or Disappear
Trying to rank for keywords is an outdated game. With both traditional search engines and AI platforms rapidly changing how they understand and surface content, brands need to shift strategies from keyword- to capability-based. Every piece of content you create should reinforce your firm’s core competencies and the problems you solve, explains Dan Natale, our Head of Digital Marketing and Demand Generation. Get the full story and Dan’s framework for a future-ready approach to content that ranks.
CAC, LTV, WTH? How to Calculate Your Two Most Important Growth Metrics
Firms often tell us they want to invest in marketing but have no idea what their budget should be. That tells us one thing: they don’t know their current Client Acquisition Cost (CAC) or Customer Lifetime Value (LTV). In this guide, we break down exactly why these metrics are so important, why you can’t budget properly for marketing without them, and how to calculate them for your firm.
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Intention.ly’s highly sought after CMO experience is heading to Miami Beach as part of Future Proof Citywide. We’re bringing the industry’s most influential marketers together to tackle the evolving challenges today’s firms are facing. Join the conversation designed to sharpen your strategy and help you drive meaningful, measurable growth.
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