It’s the end of October—have you started preparing for 2025?
If not, we’ve got you covered. This issue of the Intention.ly Brief is all about what to do—and what not to do—to blow your goals for next year out of the water. From setting the right lead goals to maximizing your conference ROI to refining your message for internal and external audiences, you’ll find instantly actionable advice, tips, and guidance from our team of growth specialists.
Intention.ly Adds Industry’s First M&A Communications Offering
In spite of ongoing industry consolidation, many firms involved in M&A activity fail to maximize the positive impact of their partnerships because they overlook the importance of a cohesive, consistent communications strategy.
Led by master messaging strategist Joe Steuter, our Chief of Communications, this three-tiered service model provides large RIAs, fintech companies, and institutional consolidators with guidance and support to help navigate the daunting task of aligning internal and external communications during major firm changes, particularly mergers and acquisitions.
In 2025, we’re no longer accepting random lead generation goals. Kelly Waltrich spells out a simple but effective formula for determining the number of leads your firm needs to reach your revenue targets, as well as how to calculate the necessary budget for supporting your efforts.
CEOs: The Way You Measure Marketing Leadership Matters
Holding CMOs to hazy objectives or constantly moving goalposts makes it nearly impossible for marketing to drive significant results. If you’re unsure about how to measure the success of your marketing leaders, Kelly’s got you covered on the blog with five key metrics you can use to set marketing goals aligned with your organization’s growth targets.
Industry events and conferences can be major drivers of growth—or a massive waste of money. If you have a significant conference budget in place for 2025, don’t miss this breakdown from our Director of Client Event Strategy, Erica Ellis, offering five practical but powerful ways to make the most of your event presence next year.
Balancing Exceptional Client Service with Operational Efficiency
Answering this question could transform your firm’s results in 2025: How do you deliver the kind of remarkable, highly personalized experience today’s clients expect while running your business in a scalable and efficient way? Randy Lambert, 30-year fintech COO and Intention.ly’s EVP, Head of RIA Solutions, offers five pro tips for striking the right balance.
Episode Two: How to Elevate Your Brand Message in 2025
Don’t start the new year with a muddy brand message. In the second episode of Message Matters, our Chief of Communications, Joe Steuter, outlines the questions you should be asking yourself, your team, and your clients about your firm to capture the essence of who you are and the value you provide consistently and clearly.
Intentional Communication: The Missing Ingredient to Retaining Clients and First-Year AUM Through an Acquisition
Annual growth for advisory firms has plummeted to its lowest rate in over a decade, an alarming statistic directly correlated to the industry-wide struggle to communicate a cohesive and compelling brand message, particularly during M&A activity.
On Wednesday, November 13, you’re invited to join Kelly Waltrich and Joe Steuter to learn the key elements of a masterful communication plan and the often-forgotten audiences that make or break an M&A deal. They’ll share a proven formula for turning stakeholders into ambassadors, retaining clients, and preventing AUM loss.
