Posts by Grow Intentionly
Looking for a Social Media Manager? Steal This Job Description.
If you need someone to own social media at your firm, but you’re not sure how to bring in the right candidates, we’ve got you. The thing is, everyone thinks they’re a master at social media, so it’s important to communicate exactly what success in this role looks like at your firm. We put together…
Read MoreChannel and Campaign Performance Report Template
Click the link below to download your template now. Make a copy of this template to start using the built-in equations, which will help you better understand which channels and campaigns are driving actual results for your business, and which are bleeding your budget.
Read More5 Tips for Successfully Marketing Your Brand in Today’s Evolving Landscape
Recently, we had the opportunity to take part in Silver Oak’s Top Advisor Conference, held in Nashville at the end of October. The conference, which gives advisors the chance to experience Silver Oak’s culture, technology and infrastructure first hand, celebrates the spirit of the independent advisor and the passion for service Silver Oak seeks to…
Read MoreM&A Success Story: Why Managing the Message Matters (or) How to Proactively Manage the Message
An M&A boom is underway in the wealth management space. The year ending November 30, 2020 saw 220 wealth management and asset management deals, with a total combined value of $53.4 billion. That’s up from 125 deals worth just $10.1 billion in the same period four years earlier. It’s well established that the combination of…
Read MoreSay This, Not That: A Guide to Communicating with Your Marketing Team
If you’ve ever ordered your marketing team to “come up with a jazzy name” for something, or asked them to summarize the general value proposition of the very business you sell, you’re in the right place. We get it—if you’re not immersed in marketing, you may never have had a reason to think about the…
Read MoreMindset Before Marketing: 6 Absolute Truths About Successful Growth Leaders
The strength of any marketing team depends on the mindset of its leader. Not the most beautiful creative. Not the most emotionally compelling messaging. Not a world-class website, a robust SEO strategy, or perfectly optimized digital channels. Those are important tools, but ultimately, they aren’t enough. Because more than anything, great leadership is the key…
Read MoreFive Reasons a Fractional CMO is the Smart Choice for Growing Firms
While adoption of modern marketing across the fintech and finserv industries has traditionally been slow, more firms are beginning to realize the powerful impact great marketing can have—not just on growth in terms of revenue, but also on talent development, company culture, client retention, and branding. Understanding the value of marketing is an important first…
Read MoreStarting a Blog Doesn’t Make You a Marketer (and other Misconceptions)
So you wrote a blog post, and now you think you’re a marketer. Did you… Check what your competitors are saying about the same topic, product, or service? Do keyword research to optimize your search engine rankings? Analyze past blog performance to determine what’s resonating and what isn’t, then use that data to inform your…
Read MoreBento Engine, Inc. Announces Formation of Advisory Council of Fintech and Wealth Management Industry Leaders
NEW YORK, UNITED STATES, August 19, 2021 /EINPresswire.com/ — Bento Engine, a FinTech company at the intersection of technology and wealth management advice, today announced the formation of the Bento Advisory Council consisting of eight FinTech and Wealth Management industry leaders. These eight experts will leverage their diverse skills and expertise to provide guidance and direction…
Read MoreFintech Luminaries – Meet Kelly Waltrich of Intention.ly
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we’d like you to meet our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an…
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