📣 📣  We recently announced yet another way Intention.ly can help firms grow and thrive with the appointment of industry heavy-hitter and sales mastermind Kyle Hiatt, as Partner and Head of Sales Consulting.

As the Executive VP of Sales at Orion for more than two decades, Kyle brings some serious strategy, skill, and experience to our team, where he will create and lead a Sales Consulting division and empower clients to experience the magic that’s made when marketing and sales run in lockstep.

The new service, combining bulletproof best practices for sales operations with strategic guidance based on each firm’s unique goals, will help clients of all sizes better align their business development efforts—and build a powerful engine for growth. Learn more at the link below.

🎙️ She's at it again. In episode 440 of the Top Advisor Marketing Podcast, our fearless leader, Kelly Waltrich, dishes on the art of advisor branding. In her lively conversation with host Matt Halloran, Kelly shares why marketing is not a part-time gig—and how advisors can build their brand to become one of their best business assets.

🔍 Search no more. Intention.ly’s very own Google guru, Dan Natale, breaks down what to make of Google’s latest search algorithm update, aptly named the Helpful Content Update, and how to align your content strategy to continue to maximize your search visibility. 

• Talking Bots. Talking everyone’s favorite topic today—generative AI. In this FAMag piece, experts, including Intention.ly’s Kelly Waltrich, weigh in on how the innovation will continue to seep into, and undoubtedly transform, the wealth management space.

• Journey Strategic Wealth, named a Top RIA Firm on the second annual Forbes SHOOK List for 2023, recognizing firms for the quality of their processes, team purpose, overall culture, and commitment to delivering fiduciary advice. 🏆

• AssetLink (formerly DFD.AI), announced by ThinkAdvisor as a 2023 Luminaries Finalist for Fintech/TAMP Platforms category for its breakthrough AI-driven technology that’s innovating the way asset managers and wealth managers connect and collaborate.  🪄

• The American College of Financial Services, on the release of Knowledge Hub+, curating insights from sought-after academics, industry innovators, financial planning experts, and practice management leaders (including, ahem, one familiar marketing team 😉) into one dynamic just-in-time learning and CE platform. 📖

🎶 You can find me in the club. The Intention.ly book club, that is.  Join us on December 13 for our final meeting of 2023, featuring guest authors Dr. Mary Bell Carlson and Jonathan S. Walker and their recently published work, "Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional."

• 🧑‍🎤 Calling all up-and-coming marketing rockstars: If you think you have what it takes to join our band of pros at Intention.ly, check out our latest posting for a Junior Account Executive.  We’re looking for someone eager to sharpen their natural marketing skills and support our account team in the execution of killer marketing strategies that propel our clients to reach their goals.  Sound like you?  Apply here. 

Have a marketing role to fill?  Share it with our team.  We’ll add your post to our Job Network and connect you with our growing Intention.ly community. 

• ⭐ Rolling out the red carpet for ….. Brian Portnoy, Founder of Shaping Wealth and the latest of many Intention.ly VIPs to join our team for an in-office, powerhouse strategy sesh.  Who will we see next??? 👀

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