We're popping the champagne corks because Intentional.ly turned 3 years old on May 1st! This is a huge milestone for us, and we couldn't have done it without our incredible network of partners. You guys rock! 🤜🏽🤛
But we don't like celebrating alone. So let's give a round of applause to some of our amazing partners who are making waves in the industry.
📧 The Envelope, Please!
It’s award season and we're bursting with pride to announce that several of our phenomenal partners are being recognized for their industry-leading excellence!
The FTF News Technology Innovation Awards 2024 Client Nominees - Smartria: Best Compliance Solution - Tolerisk: Best Product Innovation by an Established Provider - Oasis Group: Best Professional Services Provider & Service Provider of The Year - Nexa Insights: Software Solution of the Year
🚀 Sales Engine Takeoff! We're thrilled to announce the launch of our powerful outsourced SDR service, led by Sales Consulting Partner Kyle Hiatt. This service provides cost-effective lead generation, sales playbooks, prospecting, and more! Get the Low-Down
💡 Data Dilemma Solved? Wealth management firms are increasingly seeking improved data governance and streamlined processes, shedding light on the need for a solution to the problem of integration. Our CEO Kelly Waltrich says in Wealth Solutions Report that the SSO most firms are using is no longer cutting it for RIAs wanting a seamless passing of data across applications. See Who Says What
If You Know You Know …
The intel you need to stay ahead of the curve.
🎤 Pershing Mic Drop: INSITE 2024 is coming this summer (June 4-6) and Country Music Legend Keith Urban is joining the party! Plus, Intentional.ly’s Head of Strategy Melissa Thomas is leading a brand-building workshop during the event.
🥳 Shaping Wealth Launches Another Great Program: Congrats on the Foundations of Behavioral Advice program. Get on the waiting list for Fall 2024!
❤️ Savvy Ladies Ask All the Right Questions: Kudos on the launch of their wildly popular podcast, "The Power of the Ask" for authentic, real, from-the-heart conversations that will help you build your financial confidence and well-being.
🍼 Congratulations: A warm welcome Cora & Jett. Proud Moms Erica Ellis and Amanda Larson are doing great!
We’re Here For It …
Catch us at these upcoming events (or see where we’ve been spending some of our time).
🎯 Bullseye on Branding:Check out Fintech Impact as Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder (ABB), the power of branding in wealth management. Listen In
🧀 Idea Decanter + Intentioin.ly, Say Cheese: Partnership will help financial advisors tap video marketing and testimonial content (in line with SEC’s marketing rule). Join Tina Powell as she talks with Idea Decanter Co-founders Laura Garfield and Sharon Gottula, on Wednesday, May 22nd.Save Your Seat
👨🎨 Stay Tuned: Join the Intention.ly team on May 29th for a live webinar with FMG, where we'll introduce the fundamental "5 Second Rule" that defines top-performing websites and share how to craft a compelling brand story that quickly captures—and keeps—the attention of your website audience. More info on how to register will be shared, so follow along to make sure your seat is saved!
🥨 It’s a Philly Thing …
The mini earthquake: We couldn't resist a little Simpsons earthquake love for surviving April’s aftershocks!
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Intention.ly, 1018 W. 9th Ave, Suite 120, King of Prussia, PA 19406
