Every month, we’re addressing your growth questions — from determining the right leadership structure to evaluating your marketing agency to getting better results on LinkedIn. Ready to dive in?
Industry Vets Randy Lambert and Joe Steuter Join the Intention.ly Team
It’s a big week at Intention.ly — we’re welcoming Randy Lambert and Joe Steuter as our EVP of RIA Solutions and Chief of Communications! These industry legends bring a combined 50+ years of experience, deep industry knowledge, and a shared passion for growth to our team. We’re not just expanding our capabilities — we’re redefining how we enable our clients to achieve their growth goals.
The Great CMO Debate: Fractional vs. In-House for Financial Firms
We believe in growing together. That’s the spirit behind Intention.ly In Practice — our new monthly feature packed with finserv and fintech marketing strategies. Let’s dive into in-depth analysis, case studies, and expert insights to help you achieve your goals.
Struggling to decide between a fractional or in-house CMO for your financial firm? Our in-depth guide explores the benefits of each model, helping you make the best choice for your specific needs, budget, and growth objectives. Discover how to leverage the expertise of a seasoned marketing leader while optimizing costs and maximizing results.
Don’t Blindly Accept Client Acquisition Costs From Your Marketing Agency
Lately, Kelly’s been chatting with folks who are paying WAY too much for leads — simply because they don’t know what’s reasonable. This means one of two things: their agency is clueless or taking advantage. That’s why understanding cost-per-lead (CPL) and client acquisition cost (CAC) benchmarks is crucial, especially if you’re outsourcing. Read more in her latest Don’t Do That column.
LinkedIn Ads get a bad rap for being pricey, but maybe it’s not the platform itself. Bombarding cold prospects with sales pitches is a surefire way to waste your budget, says Dan. Instead, leverage LinkedIn Ads strategically to warm up leads before going for the hard sell. This subtle shift can make all the difference in your campaign’s success!
Sales and marketing are often seen as rival camps, but they’re actually partners in pursuit of a common goal. When these two functions work in harmony, the results are amazing. Kyle offers ways to align these crucial teams, establish shared goals, and optimize the customer journey for long-term success.
