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Take the first step toward transforming your firm’s growth trajectory with our team as your strategic partner.

Contact Intention.ly to Align Marketing With Firm Goals

We help financial services firms elevate their brand presence, align marketing with the broader firm vision, and drive measurable, sustainable growth results.

Ready to talk? Book your strategy call with one of our experts, or fill out the form and someone from our team will be in touch.

Kelly Waltrich, Founder and CEO of Intention.ly, against a blue background.

Kelly Waltrich

Founder, Chief Executive Officer

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Joe Steuter, Partner and Chief of Client Strategy at Intention.ly.

Joe Steuter

Partner, Chief of Client Strategy

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Sarah Friel, Head of Sales at Intention.ly, available for strategy calls.

Sarah Friel

Head of Sales

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