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title: You’re probably overpaying for leads (& more insights you need)
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The Intention.ly Brief | September 2024

| View in browser Let’s explore the transformative power of intentional communication. We’re talking about the type that fosters genuine connection, personal growth, and business success. Our Chief of Communications Joe Steuter welcomes you to the first episode of Message Matters. Plus tips for accelerating sales cycles, upcoming events for marketing leaders, and much more to fuel your growth.  Message Matters: Firms That Prioritize Brand Will Win in 2025 What if, instead of just checking off a to-do list, you crafted a “to-be” list? A bold vision of who and what you aspire to represent? For decades, our Chief of Communications Joe Steuter has advocated for a purposeful approach to branding and communications in the financial services space. Each month, get Joe’s take on how to be a brand that breaks barriers versus checking off boxes on their to-do list.    Get Inspired  A Founder’s Formula for Building a Powerhouse Marketing Team: Who to Hire and When Navigating the marketing landscape can be challenging, but knowing when to hire in-house and outsource can make all the difference. The key, says our CEO Kelly Waltrich, is to align your hiring decisions with your company’s growth and capabilities. Get her recommendations.    Read More Podcasts: The Growth Accelerator Your Business Needs Podcasting is a powerful tool for your business. With nearly half of Americans tuning in monthly, it’s a fantastic way to connect with your audience. Podcasting’s convenience, the rise of the creator economy, and the popularity of niche content make it a perfect fit for financial services. Our Chief of Community Tina Powell, host of the popular In the Suite podcast, shares her insights.    Check it Out SDRs: The Winning Formula for Closing More Deals, Faster Sales development representatives (SDRs) can significantly accelerate your sales process — fueling shorter sales cycles, higher win rates, and happier customers. Take a closer look at the critical role SDRs play throughout the sales cycle and ways to maximize the value of your SDR team.   Read More 5 Tools From 5 Brands to Turbocharge Your HubSpot Strategy From the latest and greatest lead qualification tool to the superpower of AI ABM (account-based marketing), our Director of Marketing Operations Zohray Brennan shares five ways to maximize the power of your HubSpot CRM.   Get the List How to Qualify to Offer CFP CE Credit Offering CFP CE credit is a great way to add value to and drive more interest in your content, from written articles to webinars to educational programs. Our Senior Director of Client Account Strategy Amanda Larson offers quick tips on how to qualify.   Learn How The Surf Was Up at Future Proof! Just wrapped up in Huntington Beach! Future Proof is unlike any other conference — a festival where industry disruptors meet for inspiring sessions, boardwalk experiences, Beachside Bashes, and lots of memories. What was your favorite moment?  Be Seen, Be Heard Events, Conferences & Networking RIA EdgeWest \| CMO Think Tank October 8 \| 10-11:50 am PT Marina del Rey, CA Nitrogen Fearless Investing Summit October 23 - 25 Nashville, TN Schwab IMPACT November 21 - 23 San Francisco, CA Want to see something you’re working on featured in a future edition of Intention.ly Brief? Drop us a line here to share your news.  Intention.ly, 1018 W. 9th Ave, Suite 120, King of Prussia, PA 19406 Unsubscribe Manage preferences |
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