Intention.ly Book Club | Financial Services Industry Discussions

Intention.ly

Designed Marketing Engine

Welcome to

The Ily Book Club

Now in its third season, hosted by Senior Director, Client Account Strategy Ashley Sophia Taylor, the Intention.ly Book Club brings together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry.

Engage with the authors themselves, as well as a network of peers and industry leaders eager to learn, challenge each other’s thinking, and apply new perspectives to life and work. There’s no need to read each month’s book ahead of time; you can still participate in an engaging and valuable conversation.

Past Books

Book Club

My Annoying, Irritating, Always-in-the-way Shadow | Samantha Russell for Ryan Russell

March 2024

Access the Recording
Book Club

Anchors, Ostriches, and a Hot Pair of Scissors | Dr. Mary Bell Carlson and Jonathan S. Walker

December 2023

Access the Recording

Why You’ll Love Our Book Club

Grow Personally and Professionally

Engage with your peers, expand your horizons, and be inspired to think differently about our industry’s most important topics.

Learn from Leading Experts

Gain valuable perspectives from influencers and subject matter experts on current industry events and critical issues.

Get Industry-Shaping Insights First

Focus on where our industry is going, not where it’s been, by joining important conversations with those helping to shape the future.

Ashley Sophia Taylor

Meet your Host

Ashley Sophia Taylor

Senior Director, Client Account Strategy

Ashley Sophia Taylor is a Senior Director of Client Account Strategy at Intention.ly, where she partners with financial services firms to develop integrated marketing strategies that drive meaningful business growth. With expertise in account strategy, content marketing, digital campaigns, and thought leadership, Ashley specializes in transforming complex business goals into marketing initiatives that generate measurable results.

She works exclusively with financial services firms, leading strategic initiatives across brand development, lead generation, content strategy, event marketing, and marketing automation. Her focus is on helping firms strengthen their brand, engage their audiences, and achieve sustainable growth.

Ashley earned her degree from Rider University and is also a certified yoga teacher, bringing a holistic, people-first perspective to client relationships. Known for her collaborative approach and strategic mindset, she is passionate about helping organizations tell authentic stories that inspire trust, foster meaningful connections, and drive lasting impact.

What to Expect

Our goal is to facilitate an engaging conversation with each month’s featured author and our book club members. While reading the selected book ahead of time will enhance your understanding of the topic, it’s not required to attend!

Each month during the live sessions, you’ll have the opportunity to:

  • Meet the book’s author
  • Ask questions directly about the topic
  • Connect with peers and industry leaders
  • Enter for the chance to win a free book and a $100 Amazon gift card
  • Learn from subject matter experts about how to apply key insights 
to your life and work

Want to feature your book?

Submit Your Book