We’ve packed the February edition of the Intention.ly Brief with growth resources and actionable strategies you can put to work right now – including how to determine and optimize your marketing-to-sales ratio, a six-step framework for digital lead gen, lessons from an incredible roster of industry leaders, and more.
Find Out What We’re NOT Doing From Eric Clarke, Brian Portnoy, Joel Bruckenstein & More
Don’t Do That, the podcast flipping traditional advice on its head, serves up real lessons from some of the smartest and most talented industry leaders. Want to learn from their mistakes? Tune in to:
Adam Holt: Don’t always assume you know what your clients want
Eric Clarke: Don’t let AI leave you in the dust
Joel Bruckenstein: Don’t always assume you’re the smartest person in the room
Randy Lambert and Jason Mirabella: Don’t take a top-down approach to internal initiatives
Brian Portnoy: Don’t forget everything in life requires sales
And don’t miss new episodes dropping every Friday! Coming up: conversations with Ainslie Simmonds, Jason Early, Billy Hopkins, and more.
What’s the one thing that will help you accelerate your marketing efforts this year? Mapping your brand messaging to key touchpoints in the customer journey. In this episode of Message Matters, Joe Steuter explores the four most important questions to ask yourself to determine whether you’re maximizing the potential impact of pivotal moments.
Particularly for financial advisors, organic growth in an increasingly digital world requires a new approach to attracting and connecting with potential clients. This six-step framework from our Head of Digital Marketing, Dan Natale, breaks down the process of building a digital lead generation engine at your firm, from identifying your ideal client profile to defining your budget to measuring and optimizing your efforts.
Getting started with digital lead generation is just the beginning. As your demand efforts mature, understanding your marketing-to-sales ratio offers critical insight into the impact of your marketing on your bottom line. Kelly’s comprehensive guide includes the formula for calculating your M:S ratio, ideal M:S targets depending on firm size and maturity, and how to make adjustments to ensure your spend is in a healthy range.
Did you miss Randy Lambert, Jason Mirabella, and Sonya Dhar pulling back the curtain on Deliver Advice, our growth-driven operating framework? No problem – you can catch up on demand. Tune in to find out how the proprietary system addresses operational and growth challenges for advisory firms and the fintechs serving them.
We kicked off our second season of Book Club in a big way, with one of the leading voices in fintech, Nicole Casperson, as our featured author. If you weren’t able to join us for Nicole’s powerful conversation with host Ashley Sophia Taylor, click below to catch the replay!
