Welcome to the June edition of the Intention.lyBrief! This month, we’re tackling how to use AI as a growth accelerator, and how to maintain your authenticity when you do. You’ll also hear a powerful message echoed by two of the industry’s most passionate leaders: Don’t let other people’s opinions disrupt your vision.
Do you trust your instincts more than external noise?
This month on Don’t Do That, our guests are clear about one thing: staying true to yourself and your vision for your firm. Learn what taught them the most about navigating outside opinions and professional conflict :
Penny Phillips: Don’t let the noise drown out your inner voice
Chris Shuba: Don’t abandon your vision to keep the peace
(What’s your Don’t Do That? We’d love to hear it! Let us know if you want to be one of Kelly’s upcoming guests.)
Your Fear of AI is Holding You Back
In this episode of Message Matters, Joe reveals the mindset shift that separates marketing winners from losers in the AI era. He breaks down how to use AI as your personal messaging assistant to consolidate your value proposition across all client touchpoints, transform weeks-long message development into daily practice, and leverage agentic AI to amplify your creative process rather than replace it.
Ignoring AI is no longer an option. Learn how to use it to stay in front of the competition.
If you’ve found yourself wondering why your marketing efforts aren’t driving results, we may have some answers.
In her exploration of RIA organic growth for AdvisorEngine’s Action! magazine, our Chief of Community, Tina Powell, highlights the key challenges advisors are facing when it comes to modernizing their marketing, and offers a simple-yet-effective formula for building a predictable growth engine.
In this episode, host Jess Flynn and Head of Content Lauren Sanders explore what’s become one of the biggest questions in modern marketing: Is AI killing authenticity?
The answer is…it depends. Tune in to learn more about the benefits and limitations of AI-generated content, how it impacts brand voice and engagement, and whether audiences can tell when content lacks a personal touch.
Paperwork, passwords, and a welcome lunch are all well and good, but new hires need more than a basic onboarding checklist to make a real impact on their firms.
If your goal is to scale a high-performance culture, you need an integration mentor: someone trained, incentivized, and trusted to guide new hires through their first 90 days. Learn more from Deliver Advice Platform Architect Jason Mirabella about the critical importance of those first three months.
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).
