Posts by Grow Intentionly
November
In this month’s issue: How advisors can build their brand, details on our new Sales Consulting division, and maximizing your search visibility.
Read MoreConnection 360° Newsletter
AI Powers the Advisor-Client Relationship The results from Advisor360’s 2024 Connected Wealth Report: AI and the Next-Gen Advisor reveal that industry participants are largely optimistic about the potential of AI to enhance their ability to serve clients better and do more with less. This month’s Connect360° newsletter contributors seem to agree. Yes, AI is still…
Read MoreThe Latest In Financial #AdvisorTech
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that custodial platform Altruist is eliminating the $1…
Read MoreHow Advisers Can Put the ‘Social’ in Social Media
A financial services social media expert stresses the importance of analyzing audience and connecting to stakeholders and peers to gain new clients. You’ve been thinking about it for years. Or maybe it’s on your “to-do” list, but it keeps being deprioritized. Or you decided, at some point, that it’s just not your thing. The “it”…
Read MoreBuyer Persona Map
Segmenting Your Audience and Mapping Out Your Buyer Personas Marketers use several tools and methods to identify, segment, and target their desired audiences, but one of the best and most straightforward approaches is to build buyer personas. A buyer persona is a description of the client or prospect you want to attract along with ancillary…
Read MoreFive Ways to Change Your Approach to Content in 2023
Working on your 2023 content strategy? Start – and finish – by thinking about your audience. Follow these five customer-first tips for nailing the what, how, why and where of content creation and distribution. Put your content where your audience wants it. Start thinking about your website as an In-N-Out rather than a Target. Your…
Read MoreIntention.ly Podcast Checklist
Thinking about starting a podcast? The podcasting landscape is a minefield of opportunity if you know what to do and how to do it right. According to BuzzSprout, 43% of listeners age 35-54 (the most popular age group for podcast consumption) tune in monthly. And while there are already several podcasts out there, the industry is…
Read MoreOctober
In This Issue: The 411 on GBP, making your social media less “me,” and two can’t-miss opportunities for next year’s T3.
Read MoreSeptember
In This Issue: A subject line fix, new events in the mix and how to give zero clicks
Read MoreAugust
In This Issue: Improving your CTAs, industry insights for days and the latest Google content update craze
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