Why Would Any Advisor Give Up Their Brand?
Let’s start the year off strong with something that makes absolutely no sense.
When advisors leave wirehouses and bigger firms, they’re usually chasing independence. They want autonomy, freedom from corporate guardrails, the chance to build something that’s uniquely their own.
In this special December edition of the Intention.ly Brief, we asked our team to share what they’ve seen make the biggest differences for financial services and fintech firms this year, and what we can expect in 2026.
What are Google, ChatGPT, Perplexity, and Claude really looking for? What are the two most important figures for determining your marketing budget? And where are all the top CMOs hanging out at Future Proof Citywide?
Find out in this month’s edition of the Intention.ly Brief, where we’re also celebrating a very special member of our team!
How should you really be measuring event success? Could Meta be your competitive advantage? And are you confusing being busy with being productive?
We’re answering these questions and more in this month’s edition of the Intention.ly Brief – plus, don’t miss your chance to join Intention.ly and HubSpot around the campfire at the upcoming IMPACT®2025 conference!
This month, we’re taking a closer look at why budget is so important for digital advertising success, breaking down what we learned from some of the industry’s top marketing leaders, and sharing a game-changing new client experience enhancement. Let’s go!
Head into LDW armed with the latest episodes of the podcast taking the industry by storm, the strategies we’re using here at Intention.ly to make AI more effective, and the best starting place for your digital marketing strategy. Let’s dive in!
