How should you really be measuring event success? Could Meta be your competitive advantage? And are you confusing being busy with being productive?
We’re answering these questions and more in this month’s edition of the Intention.ly Brief – plus, don’t miss your chance to join Intention.ly and HubSpot around the campfire at the upcoming IMPACT®2025 conference!
What are we not doing this month? Let’s find out!
Catching up on Don’t Do That? Definitely don’t miss out on the powerful real-life experiences from Kelly’s latest lineup. You’ll learn why many RIAs overserve clients at the expense of profitability, get a practical perspective on the difference between five productive hours and 80 busy ones, and hear first-hand what can happen if you jump headfirst into a new role without doing your homework.
Message Matters: Deep Human Intention > Surface-Level Attention
In this episode of Message Matters, Chief of Client Strategy Joe Steuter explores the power of storytelling and vulnerability to help firms get closer to their goals. Modern technology, especially AI, has made it almost effortless to do marketing activities – but are those initiatives actually tied to your growth aspirations? Joe illustrates why check-the-box marketing probably won’t move the needle, but building genuine connections will.
Future Ready: Preparing Wealth Firms for What’s Next
On November 18 at 2 PM, join JIFFY.ai CEO Babu Sivadasan and Randy Lambert, Partner, Head of RIA Solutions at Intention.ly, for a fireside chat exploring the forces reshaping the wealth management landscape, how AI and automation can create true business leverage, and practical steps to take now to build a future-ready firm.
Using In-Person Events to Build Brand Awareness and Long-Term Relationships
Events remain one of the most effective ways to deepen connections, generate referrals, and stand out in a crowded market. In this piece, Director of Events and Conferences Jill Hamilton breaks down how to budget for events strategically and share the metrics that matter most when measuring success.
Your Five-Step Guide to Mastering Meta Advertising
Ignoring Facebook and Instagram in favor of LinkedIn? You could be missing major digital advertising opportunities. In our recent blog post, Head of Digital Marketing Dan Natale offers a framework for maximizing your paid budget on Meta platforms, including the importance of first-party data, how to align your creative with user intent, algorithmic nuances, and why you need a true testing period.
Book Club Replay: Breaking Up with Your Broker Dealer Featuring Alanah Phillips
If you couldn’t make it to our most recent Book Club meeting, we’ve got the full conversation ready for you on demand. Host Ashley Taylor chats with WIFS Woman of the Year and author of Breaking Up with Your Broker Dealer, Alanah Phillips. Tune in for practical advice from Alanah about staying too long at a misaligned firm and steps you can take to find a better fit.
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