This Month: What it Takes to Build Community
At Future Proof Festival two weeks ago, we brought together more than 100 of our industry’s brightest marketing minds in The Blue Room at the Pasea Hotel in Huntington Beach for the CMO Collective.
Category: Newsletter
This Month: Your 90-Day Roadmap to Win in AI Search
As today’s buyers increasingly shift the way they look for products and services, from simple Google searches to more specific, in-depth conversations with AI platforms about their exact situation, the way you approach content development and visibility tracking needs to change too.
This Month: Your Metrics Aren’t Going Deep Enough
If you’re leading marketing at a growing RIA, wealth management, or fintech firm, chances are you’re tracking familiar metrics: follower growth, rising impressions, and increasing website traffic. Those data points can look encouraging on a dashboard, but they only tell part of the story.
This Month: Impressions Don’t Keep the Lights On
We recently looked at the data from two advisors at two similar firms using the same marketing channels in two wildly different ways.
This Month: Intention.ly Turns Five
Exploring the Biggest Lessons We’ve Learned Since 2021
This Month: Four reasons your digital marketing “isn’t working.”
If You Aren’t Willing to Fund Your Digital Strategy, Don’t Do It at All
This Month: Are you paying brand tax you don’t know about?
We spend a lot of time in brand strategy conversations – with firms that are just getting off the ground, taking their organization in a new direction, or working through major M&A changes.
This Month: You Don’t Need More Leads
One pervasive theme we’ve heard from prospects over the years keeps resurfacing: “We need more leads.”
Do you? Or do you need to prioritize better follow-up?
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.