Five years ago, we built Intention.ly on a few simple but rock-solid foundational principles:

• Marketing was the most powerful and underutilized growth lever in financial services
• A clear opportunity existed to apply the principles of SaaS demand generation to wealth management firms
• Strategy and execution had to operate as one system, not two separate functions, to drive sustainable growth
• Philly cheesesteaks and pretzel trays solve 99% of problems

Today, we stand by all of it. But we’ve also learned a few more valuable lessons along the way - about marketing, about what it means to build a business we believe in, about our respective disciplines, about each other.

Like what, you ask?

We’ll let the group chat weigh in:

Mel Angert, VP of Client Strategy: Collaboration is how we deliver our best work. We're so much more powerful when we work together! 

Joe Steuter, Partner, Chief of Client Strategy: Marketing is not just some creative, fun, brainstorming activity for "idea people". It has become one of the most scientific, proof-driven growth levers a firm can employ, and it might be the one of the last frontiers of organic growth. 

Bob McCarthy, Senior Content Strategist: If you build it, they will come. Culture still matters (maybe more than ever). If you put a little heart and soul into building something you love, it will bring in great people and amazing clients.

Kelly Waltrich, CEO and Co-Founder: We will do quite literally anything for kind, appreciative clients. That’s the secret in all of this.

Amanda Larson, VP of Client Strategy: You know you're a fam when your dentist appointments all sync in the same week 😂

Kayla Mahar, Account Manager: Marketing is part strategy and part detective work. Asking the right questions early and often helps inform the next steps.

Jocelyn Lee, Business Development: The best thing about bringing together the brightest minds in RIAs and Fintech? You’re not the smartest person in the room and start actually becoming smarter.

Lauren Sanders, Head of Content: A unique point of view will always be the most valuable currency in content.

Kaitlyn Fisher, Junior Social Media Strategist: You know it’s a good event when Lisa and I end up operating an air cannon.

Molly Manchester, Director of Client Account Strategy: There is always more to learn: ask questions, spark conversation. Collaboration is the best way to develop unique and intelligent strategies.

Josh Gray, Multimedia Manager: If you want to do more video but you're not sure where to begin, the best approach is to start small and build from there. 

Jamie Recio, Director of Content and Social Media Strategy: Cheesesteaks and pretzel trays make everything better.

Perhaps most importantly, we’ve learned that we could never have made it this far without the trust our clients place in us, the support from our industry partners, and the fierce loyalty we have for each other. As marketing, growth, and the industry continue to evolve, we’re grateful to look ahead at another five years of doing what we love with people who continue to make us better.

Wealth Management EDGE

Boca Raton, FL | June 9-11

Look for Joe Steuter and Amanda Larson on site at the Boca Raton Resort! Click here to schedule time to connect with Joe at the event.

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