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!
Welcome to your July edition of the localhost:10008/ Brief! This month, we’re adding a brand new series to help you identify the AI tools that are worth the hype (and those that aren’t), taking a closer look at why your brand message might be falling short, and offering an incredible opportunity to level up your digital marketing game.
Welcome to the June edition of the localhost:10008/ Brief! This month, we’re tackling how to use AI as a growth accelerator, and how to maintain your authenticity when you do. You’ll also hear a powerful message echoed by two of the industry’s most passionate leaders: Don’t let other people’s opinions disrupt your vision.
In this edition of the localhost:10008/ Brief, we’re taking a closer look at how to enhance your visual brand, breaking down the fundamentals of a killer paid media strategy, offering a framework for turning growth strategies into actual results, and celebrating a special birthday 🎂 Let’s get started!
April has been a bit of a wild ride, but we’re closing out the month with plenty of resources to help you keep accelerating toward your 2025 growth goals. Learn how to: turn market turbulence into a competitive advantage, make sure your brand message resonates no matter what’s happening externally, address your lead scoring and operational challenges, and more here.
