--- title: The Intention.ly Brief - November 2024 --- The Intention.ly Brief | November 2024 | View in browser The end of the year is fast approaching, and that means two things: goal setting and gift giving. In this edition of the Intention.ly Brief, we’ll help you do both better. From top client gifting strategy tips to a step-by-step guide for refining your brand message, we’ve got all the resources you need to end 2024 on a high note and translate that momentum into a wildly successful new year. Message Matters: Know the Need In this episode of Message Matters, Chief of Communications Joe Steuter asks a simple question: Do you know your audience well enough? Tune in for the key tips Joe shares about how to match your message to your audience’s needs – and stay for the special guest star!   Watch Now   Exclusive Messaging Guide: Get Your Story Straight To help you articulate and refine your brand message heading into the new year, we put together a seven-step guide designed to walk you through the process of better understanding your audience, building connections through pivotal touchpoints, and nailing your narrative. Download your copy below and let us know if you have any questions!   Download Now Don’t Ask Your Marketing Team to Set Your Goals Your marketing team – or marketing agency – shouldn’t tell you what your business goals should be. In this article, Kelly Waltrich breaks down how to define your objectives for the new year, analyze your resources and budget, and align your teams to tackle your growth targets.   Read More The Power of Thoughtful Gift Giving Want to show your clients you really appreciate them? Don’t miss this comprehensive guide to giving unforgettable client gifts. Tina Powell, our Chief of Community, explores the elements that make a gift truly impactful, and shares her list of top five gifts (under $100!).   Download Now  How to Audit Your Client Service Team Have you established client service goals for your team in 2025 – and are you prepared to meet them? If the answer is no, or you’re not sure, don’t miss this actionable breakdown from Randy Lambert, our Head of RIA Solutions, about the four steps to take now to analyze and optimize your approach to client service.   Read More Be Seen, Be Heard Events, Conferences & Networking Intention.ly & Friends Book Club Thursday, December 12 at 3 PM ET   Featuring Christine Benz, author of How to Retire: 20 Lessons for a Happy, Successful, and Healthy Retirement   Register Now 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.  Intention.ly, 1018 W. 9th Ave, Suite 120, King of Prussia, PA 19406 Unsubscribe Manage preferences | | --- |