Welcome to your July edition of the Intention.lyBrief! This month, we’re adding a brand new series to help you identify the AI tools that are worth the hype (and those that aren’t), taking a closer look at why your brand message might be falling short, and offering an incredible opportunity to level up your digital marketing game.
Let’s go!
What a bowl of pasta taught this industry leader (and more advice from top voices in our space)
Don’t Do That is back with two can’t-miss guests sharing the lessons that helped shape their biggest successes, both personally and professionally. Tune in to hear from:
Sara Baker: Ditch the weekly scorecard and focus on what matters
Chris Schembra: Don’t chase recognition; be worth knowing
(What do you have to teach the industry? Let us know if you want to be one of Kelly’s upcoming guests.)
Why Your First Message Will Probably Fail
What happens when a stranger looks you in the eye and says "I love you" eight times in a row? In this episode of Message Matters, Joe Steuter reveals why this viral social experiment holds the key to transforming your marketing results.
Most businesses are guilty of the "one-shot mentality,” expecting immediate results from a single marketing touchpoint. But Joe breaks down why this approach is killing your conversion rates: Your prospects aren't ignoring you because your message is bad. They're ignoring you because they haven't heard it enough times.
From SEO to GEO: How RIAs Can Win the AI Search Game
The rules of search have changed completely. In this article, Tina Powell charts the rapid evolution in user search behavior from Google and Bing to AI platforms like ChatGPT, Claude, and Perplexity, breaking down exactly what RIAs need to do now to make sure their firms show up where prospective clients are actually looking.
RIAs in growth mode can’t afford to ignore digital marketing. Let us show you how to do it right. On August 14, you’re invited to join a powerhouse roundtable conversation with CMOs and marketing leaders from across the industry, breaking down how to build a high-performing digital marketing engine, from brand readiness to sales alignment.
You’ll hear from:
Joe Steuter, Chief of Client Strategy, Intention.ly
Book Club Replay: Cary Carbonaro on Women and Wealth
Missed our latest Book Club featuring Cary Carbonaro? Let’s fix that. This powerful conversation, now available on demand, is a true manifesto for advisors committed to transforming their mindset, service models, and relationship-building to better serve women at every stage of life. Learn more about the impact of “bro culture,” the unique needs of women clients, and how to build trust, relevance, and loyalty. Check it out at the link below!
COO Collective: A Roundtable on Operational Excellence - King of Prussia, PA.
Introducing our exclusive community created to bring together operations leaders in financial services around common challenges and innovative solutions. Interested? Contact Randy Lambert for more information: randy@growintentionally.com.
Intention.ly’s Next CMO Collective: Future Proof Festival: Marketing leaders, don’t miss your chance to be part of the conversation shaping the future of financial services growth. Learn more about registering for this dynamic, peer-driven session (and claim a free Future Proof ticket). 11:30 AM - 1:30 PM | Save Your Spot
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