In this edition of theIntention.ly Brief, we’re taking a closer look at how to enhance your visual brand, breaking down the fundamentals of a killer paid media strategy, offering a framework for turning growth strategies into actual results, and celebrating a special birthday 🎂 Let’s get started!
It’s official - we’re celebrating our fourth anniversary this month! The world has changed dramatically since we opened our proverbial doors in 2021, from AI’s transformative impact to increased finserv regulations to evolving customer behavior. But what hasn’t and will never change is our dedication to doing whatever it takes to help our clients reach their growth goals.
We’re so grateful to the remarkable, innovative firms we get to work with every day. It’s a privilege to know your teams, to tell your stories, and to bring your visions to life. Cheers to many more years together!
“Stop measuring yourself by averages” and more real talk from top industry leaders
(p.s. Got a story of your own to share? Let us know - you could be our next guest!)
How 95% of Financial Decisions Are Made
With investors desperately seeking trusted advice in an overwhelming information landscape, financial advisors face a critical challenge: breaking through the subconscious decision-making process that drives 95% of financial choices.
In this episode of Message Matters, Joe offers a three-step framework for creating messages that resonate: identifying the exact emotions your clients feel before and after working with you, targeting underserved markets with zero competition, and using video to demonstrate empathy and build human connection.
How to build a roadmap to sustainable growth and operational excellence
Even the most thoughtful strategies fail without proper execution. In our new video series, Deliver Advice Platform Architect Jason Mirabella breaks down Blueprint, the comprehensive operational system developed specifically to handle the complexity and scale challenges associated with growth within financial services. Tune in for actionable insights about leadership, vision, design thinking, and more.
Want to stand out? Create a one-of-a-kind visual ecosystem.
Firms that find ways to bring their authenticity and humanity to life will build more genuine connections and deepen trust with their audiences. One way to do that? Create a visual ecosystem that actually reflects who you are. In our latest guide, we offer nine practical ways to capture visuals that tell your unique story, as well as guidance for maximizing your photography investment across multiple platforms.
Real Marketing Talk: Getting Started with Paid Media
Join Real Marketing Talk host Jess Flynn for a conversation with Jaimie Vennell, our Director of Account Strategy and Demand Generation. In this episode, Jess and Jaimie break down the fundamentals of paid advertising for fintech and financial advisory firms. Learn how to set realistic budgets, define success metrics, and choose the right channels for your specific goals, whether that's generating warm leads or building brand awareness in your local market.
Book Club Replay: Drew Boyer, Author of Hip Hop x Finance
Missed our latest Book Club featuring Drew Boyer? No problem! Catch up on this powerful conversation on demand. Drawing from personal experiences of making financial missteps in his early adulthood, Drew parallels his story with the financial rise and fall of famous hip-hop artists. From the extravagant lifestyles of MC Hammer and 50 Cent to the financial wisdom of moguls like Jay-Z and Dr. Dre, he uses real-life examples from the music industry to illustrate critical money lessons.
Interested in being part of the CMO Roundtable hosted by Joe Steuter, Tina Powell, and Amanda Larson on June 12? Email joe@growintentionally.com for more information.
Want to see something you’re working on featured in a future edition of Intention.ly Brief? Drop us a line hereto share your news.
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