The Intention.ly Brief A monthly fintech and finserv marketing must-read, but make it fun-sized: hot takes, industry insights and easy-to-use tips you can put to work right away.

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What's Inside?

The TL;DR Marketing Scoop

The marketing world is wild. We make it digestible by serving up the most relevant takeaways from the latest articles, updates and algorithm changes.

Intention.ly Insights

We’ve been around the fintech and finserv marketing block – and we’re bringing what we’ve learned about what works and what doesn’t to you every month.

Industry Exclusives

From fresh-off-the-presses acquisitions to award submission deadlines to the latest event intel, we’ve got your can’t-miss industry news covered.

See What All the Fuss is About

Check out our past newsletters here!

February 2025 Newsletter

We’ve packed the February edition of the Intention.ly Brief with growth resources and actionable strategies you can put to work right now – including how to determine and optimize your…

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January 2025 Newsletter

We’re starting the year off with a ton of resources to fuel your growth through 2025, including a disruptive growth framework, a brand new podcast (with a twist we think…

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December 2024 Newsletter

This is it – the last Intention.ly Brief of 2024. On behalf of our entire team, we want to thank you for spending the year with us! This month, we’re…

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November 2024 Newsletter

The end of the year is fast approaching, and that means two things: goal setting and gift giving. In this edition of the Intention.ly Brief, we help you do both…

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October 2024 Newsletter

In this issue, we explore the transformative power of intentional communication, the type that fosters genuine connection, personal growth, and business success.  

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September 2024 Newsletter

Do this now to win in 2025  

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August 2024 Newsletter

Every month, we’re addressing your growth questions — from determining the right leadership structure to evaluating your marketing agency to getting better results on LinkedIn. Ready to dive in?  

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July 2024

In this month’s issue: Hold on to your seats for a new format! We think you’ll like it.  

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June 2024

In this month’s issue:Firms growing fast, events present and past, and our expanding marketing cast

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May 2024

In this month’s issue: We’ve got so much to celebrate!

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January 2024

In this month’s issue: The top 3 Marketing Power-Ups and more!

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December 2023

In this month’s issue: the art of advisor branding, our new sales division, and talking bots.

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October

In This Issue: The 411 on GBP, making your social media less “me,” and two can’t-miss opportunities for next year’s T3.

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September

In This Issue: A subject line fix, new events in the mix and how to give zero clicks

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August

In This Issue: Improving your CTAs, industry insights for days and the latest Google content update craze

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July

In This Issue: Event tips, new partnerships and advisor camping trips

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June

In This Issue: Sponsorship drops, rebranding props & tech demo ops

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Like what you see here? Go deeper by getting in touch with our team!

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