The Intention.ly Brief | March 2025
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Intention.ly Brief

We’re wrapping up March with a ton of growth resources you won’t want to miss. Check out Real Marketing Talk, our latest video series featuring quick-hit tips from our team, a comprehensive guide to improving your brand’s presence on social media, five powerful lessons from top industry voices, and more.

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"Stop hiring brilliant jerks" and more can't-miss advice from industry greats

Are you caught up on Don’t Do That? Every week, host Kelly Waltrich asks the industry’s most successful leaders to share the mistakes that have taught them the most. Don’t miss: 

  • Billy Hopkins: Stop thinking small
  • John Wernz: Don’t prioritize inorganic growth over organic growth
  • Ainslie Simmonds: Avoid hiring brilliant jerks
  • Mark Gilbert: Don’t wait until your product is built to start marketing
  • Jason Early: Don’t avoid the tough conversations

Plus new episodes coming soon featuring Adrian Johnstone, Molly McClure, Jack Sharry, and more!

 

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Your Attitude Creates the Outcome

When Joe’s journey from Future Proof Citywide to Omaha took him through five airports in 14 hours, he didn’t lose focus on his goal of getting home. And when you apply that same resilient, unflappable attitude to your marketing and growth goals, regardless of the external factors that might derail your progress, opportunities for success open up.

 

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A Guide to Social Media Marketing for Financial Services

It’s impossible to ignore the power of social media to drive growth for fintech and financial services firms by enhancing brand affinity, inspiring engagement, and building community. In this comprehensive guide, we explore proven strategies for optimizing the right channels, creating content that your audience actually wants, maintaining compliance, and more. 

 

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The Art of Acting with Urgency: How to Turn Speed into a Competitive Advantage

As technology evolves at what feels like a breakneck pace and consumer expectations follow suit, with today’s investors demanding an increasingly personalized, high-touch experience from their financial services firms, being able to move quickly has never been a bigger differentiator. In this article, Randy Lambert offers guidance for developing a firm structure that enables faster decision-making and accelerated yet precise tactical execution.

 

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Women in Finance: Tina Powell Talks Inclusion, Opportunity, and Impact

As part of Practifi’s Women’s History Month Spotlight series, the always-inspiring Tina Powell shares her journey from growing up in a single-parent household to championing the role of women in the financial services industry. Learn how she carved an intentional path that led her to found C-Suite Social Media and later join Kelly Waltrich as Intention.ly’s Chief of Community.

 

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Real Marketing Talk: Prioritizing Users Over Algorithms

Introducing our brand new series, Real Marketing Talk, a collection of quick-hit conversations hosted by Jess Flynn. No scripts, no rehearsals, just the Intention.ly team weighing in on the marketing and growth trends we’re seeing across the industry. 

 

In this episode, Jess and our Head of Digital Marketing, Dan Natale, explore why financial services firms need to shift their SEO mindset from chasing keywords to providing real value. Learn why expertise matters more than ever, how to leverage thought leadership effectively, and how to create content that genuinely helps your audience while naturally improving your search rankings.

 

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Book Club Replay: Nicole Casperson on a More Inclusive Fintech Landscape

Missed our latest Book Club featuring the incredible Nicole Casperson and season two host Ashley Sophia Taylor? No problem! Catch up on their powerful conversation about empowering women in financial services, why we need more female leaders, and so much more.

 

Tune In

 

(P.S. Have you subscribed to our YouTube channel yet? Sign up to make sure you never miss an update!)

Be Seen, Be Heard

Events, Conferences & Networking

April12

RIA Edge Nashville

Heading to the conference? Click here to set up some time with Randy Lambert!

 

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Advisor Engine >drive2025

2025 Advisor Conference

West Palm Beach, FL

Don’t miss Tina Powell speaking on Thursday, May 1 at 2:20 PM ET!  Register Now

 

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. 

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