Intention.ly

Some of the brightest and most innovative minds on the business Thank you to @tinacpowell, @joesteuter and Jill Hamilton 🎤 The CMO Collective by @intention_ly at @FutureProof_HQ Citywide

It takes 12-15 proofs before someone selects an advisor. What else (beyond your website) are you using to tell your story? Awesome CMO Summit! Thanks @joesteuter @tinacpowell and Intenion.ly

A powerhouse panel to finish off @NitrogenWealth #FIS26 with @tinacpowell @samanthajoallen and @anthonystich. Is AI noise amd slop? If everyone uses AI and everything is created by AI, how do advisors set themselves apart?

“They saved the best for last.” ~ @tinacpowell Partner, Chief of Community of @intention_ly “The relationships I have with advisors is what drives the process and we can built strategies around that.” ~ @samanthajoallen CMO of Merit Financial Advisors “We need to look back at the basic functionals” ~ @anthonystich CMO of Moran Wealth “Buying into sales and marketing systems requires labor intensive work.” ~ Billy Oliverio CMO of United Planners @unitedplangroup 🎤 from “Campaigns That Convert: Real Advisor Marketing That Drives Results” on the Main Stage at @NitrogenWealth Fearless Investing Summit #FIS26

It was an honor to meet @kdubs_waltrich in the @intention_ly offices. We had a fantastic conversation about one of my most passionate topics: client segmentation! You must clearly define your service offering! Listen here: dontdothat.com/dont-misinterp…

Stop guessing. Start scaling. Join our #webinar on November 18 with Joe Steuter from @intention_ly to get the strategic framework that fuses data and storytelling. Register here: attendee.gotowebinar.com/register/48389…

“AI has reduced the time spent, help keep promises to your clients and personalize the experience.” ~ @tinacpowell of @intention_ly expertly moderating ‘Smarter Marketing: Using AI to Attract, Engage, and Convert Clients’ from Financial Planning’s Advise AI

JOY is . . . A collective …. A movement … Thank you, Kelly Waltrich Founder, Chief Executive Officer The CMO Collective presented by @intention_ly held at @FutureProof_HQ #FutureProofFestival

“We are no longer the people who make things pretty… we are the people who make things move” ~ Kelly Waltrich Founder, Chief Executive Officer The CMO Collective presented by @intention_ly held at @FutureProof_HQ #FutureProofFestival

It was an honor to meet @kdubs_waltrich in the @intention_ly offices a few weeks ago. We had a fantastic conversation about one of my most passionate topics: client segmentation! You must clearly define your service offering! Listen here: dontdothat.com/dont-misinterp…

Thank you @wealth_mgmt for another incredible #Wealthies @intention_ly @kdubs_waltrich and congrats to all the finalists and winners 🙌

Just landed ✈️ and discovered this gem! Thank you @AdvisorEngine #AEDrive super psyched to be here and talk about #organicgrowth on the main stage 🌟Business intelligence insights from @intention_ly @kdubs_waltrich @joesteuter and what we know is working #marketingplans

Amazing moments @kdubs_waltrich @Victorlbonilla @lazettabraxton I absolutely adore you all #AdvyzonConference

Hello Advyzon 🌴☀️let’s do this @FinTechie @kdubs_waltrich @theoasisgrp @NexusStrategy #AdvyzonConference

Learn how successful marketing leaders leverage learning from mistakes to build stronger, more resilient strategies. Subscribe to the #DontDoThatpodcast now! youtu.be/iuX5fKezWTA #DDT #BusinessEvolution #BrandStrategy #Innovation

The Don’t Do That podcast is now LIVE! 🎉 In this very 1st episode, Kelly Waltrich sheds light on the importance of evaluating your marketing efforts. Tune in now! apple.co/4gKMhZ8 #DontDoThat #DDT #Fintech #FinancialServices #MarketingStrategy

Paid ads aren't a quick fix; they're part of a longer journey to sustainable growth. While instant conversions are rare, effective ads build awareness and engagement over time. Here's how to measure true advertising impact: intention.ly/beyond-direct-…

The #marcoms conversation in #wealthmanagement is shifting. What can we expect in 2025? Overwhelmed prospects are looking for highly personalized, value-driven content, says @tinacpowell. Read her full breakdown in the @wealth_report Marcoms Roundtable. bit.ly/4gEj8Pi

Is there a better way to start the year than with an incredible new hire? 🤔 We think not – and we’re thrilled to welcome Jason Reiser to the Intention.ly family as our Chief Operating Officer!

We’re turning the page on an incredible 2024 and looking forward to continuing to redefine the growth game alongside our phenomenal clients in the new year. Let’s do this! 💥