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Intention.ly Brief

Hold on to your seats for a new format!

We think you’ll like it. 

Introducing a fresh newsletter format designed to deliver actionable insights straight from our team of financial services and fintech marketing and sales experts. Get ready to elevate your game with proven tactics and actionable solutions.

1-Jul-29-2024-07-37-08-2590-PM

Don’t Hire the Wrong Marketer

Your marketing team—whether in-house, outsourced, or some combination thereof—is arguably the single most important tool you have for driving growth at your firm. Kelly offers some great tips, including prioritizing candidates with a proven track record of success in similar businesses. 

 

Get All the Tips

2-Jul-29-2024-07-37-08-4214-PM

Google is Not Your Bestie

Dan reminds us that Google is an advertising business—to the tune of $305.63 billion in revenue last year. They’re a useful platform to drive qualified web traffic, but he cautions us to use a strategic approach to ad management and understanding performance. 

 

Read More

3-3

Have a Playbook

Success in sports hinges on a well-executed playbook. The same holds true in sales, says Kyle. A comprehensive sales playbook typically outlines the strategies and tactics needed to consistently hit your targets. Key components include prospecting and lead generation, qualification, needs identification, competitive differences, and more.

 

Get More Plays

4-3

You Have 5 Seconds

In today’s digital age, capturing attention is harder than ever. You have about five seconds to hook potential customers and convey your value proposition, says Melissa. A strong brand identity is the cornerstone of this process, clearly communicating who you serve, what sets you apart, and how you solve problems. See why brand building is the foundation for building trust, loyalty, and ultimately, a thriving business.

 

Check It Out

The Heart of the Matter

Client Spotlight & Latest News

•  SMArtX introduces the SMArtX Rebalancer, addressing the inefficiencies advisors face every day rebalancing accounts.

•  GeoWealth closes $18 million funding round led by BlackRock, with participation from Kayne Anderson and J.P. Morgan Asset Management.

•  Integrated Partners and Wealth.com announce a collaboration to help advisors better address estate planning needs.

Be Seen, Be Heard

Events, Conferences & Networking

1-Jul-29-2024-08-07-29-6995-PM

Intention.ly & Friends Book Club Featuring Bart R. McDonough

TODAY! | 3 pm ET

Featuring: 

Bart McDonough, Founder and CEO, Agio, and author of Cyber Guardians

Tina Powell, Chief of Community, Intention.ly

2-Jul-29-2024-08-08-55-9729-PM

Seeding Future Growth: Capturing the Next-Gen Client

Tuesday, August 6, 2024 | 2:00 pm ET

Featuring: 

Ned Dane, Chief Growth Officer, AdvisorEngine

Craig Clark, Chief Marketing Officer, Nitrogen

Tina Powell, Chief of Community, Intention.ly

Justin Wilkinson, Business Development, AdvisorEngine

3-4

Your Complete Guide to Growth: Master Advisor Branding, Marketing, and Acquisition Strategies

August 7 | 1:00 pm ET

Featuring: 

Marcus Hagood, Director of Equity Management Solutions, FP Transitions

Melissa Thomas, Partner and Head of Strategy, Intention.ly

4-4

From Bland to Grand: Transforming Your Brand Presence for Business Growth

Thursday, August 15 | 1:00 pm CT

Featuring: 

Ricky Williamson, Director of Brand Experience, Orion

Melissa Thomas, Partner, Head of Strategy, Intention.ly

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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