Intention.ly

Scenes from IMPACT?2024 Tech Alley… ?? Have you stopped by kiosk TECH31 yet? #SchwabIMPACT Jess Flynn Joe Steuter Randy Lambert

IMPACT?2024, anyone? Jess Flynn, Joe Steuter and Randy Lambert (Intention.ly West ;)) are heading to San Francisco to talk marketing, communications, operations, branding, strategy, sales, and all things growth. If you’re headed down Tech Alley, don’t miss the action at kiosk TECH31. Planning ahead? Shoot us a DM to schedule a conversation, or book some time by clicking below! Joe: https://bit.ly/3TiDxjb Randy: https://bit.ly/3XfclCX See you soon at #SchwabIMPACT! ??

?? We’re thrilled to welcome Kristin Fink to the Intention.ly team! ?? Kristin brings significant strategic firepower and industry expertise to her new role as Director of Client Account Strategy, and will be a dynamic addition as we continue to evolve our capabilities to drive exponential growth for our clients. Kristin, we’re so happy to have you!

???Attention please…Tina Powell is back In the Suite! After a short break, the popular #podcast is back and better than ever. In this episode, ?????? ?????????? ???? ??????????????????????, Tina and financial journalism titan Evan Simonoff, editor in chief of Financial Advisor Magazine, go deep on the rise of financial reporting, succession planning, red-hot M&A activity, the upcoming Invest in Women conference, and more. Click here to tune in, and don’t forget to subscribe so you never miss an episode!

If you’re looking to grow in 2025, you won’t want to miss this conversation. ????????????????, November 13th at 3pm, Kelly Waltrich and Joe Steuter are leading a discussion about the often-overlooked growth weapon for advisory firms: intentional communication. Learn how to build a purposeful communications strategy, engage key stakeholders as ambassadors, retain clients during times of significant change, and reinforce confidence in your brand message. Save your seat: https://bit.ly/3BRZIa6

Veteran fintech COO and our EVP, Head of RIA Solutions Randy Lambert weighs in on how to navigate the challenge of balancing exceptional client service with the operational efficiency necessary to scale: ??Organizational alignment: Every department should understand how their role impacts the broader client journey and work toward common goals. ??Data-driven decision-making: Whether it’s tracking client behavior, monitoring service trends, or analyzing feedback, every decision your organization makes should be backed by data. ??Optimizing business processes with technology: Every client touchpoint, from onboarding to service inquiries, should be mapped and streamlined using the right tools to minimize manual intervention and reduce the chance of human error. ?? Exceptional client communication: Clients expect transparency, consistency, and timeliness, which means setting clear expectations early, responding promptly, and providing regular status updates. ??Continuous improvement: Implementing formal feedback loops—both internally and externally—is essential for ongoing success. Get the full story ?? https://lnkd.in/gDGNJkFr

Next week: Ready to get your story straight? At 3pm EST on November 13th, you’re invited to join Kelly Waltrich and Joe Steuter to walk through the key elements of an intentional communications plan for both internal and external audiences. Whether you’re looking to grow organically or inorganically, you’ll learn how to: ?Establish and maintain confidence and clarity across your organization ?Engage key stakeholders as ambassadors ?Retain clients (and AUM) during times of change Click here to be part of the conversation! https://bit.ly/3BRZIa6

As you’re planning your events calendar for next year, don’t forget to spend some time considering your conference strategy. ??What do you want to accomplish at each event? ??How are you going to make sure your booth stands out? ??What’s your follow-up plan? Our Director of Client Event Strategy, Erica Ellis, breaks down her top five tips for making the most of your 2025 events budget, from pre-event engagement to an unforgettable booth experience to staying top of mind after the conference.

Did you miss Wednesday’s powerful Book Club conversation with Daniel Crosby, Ph.D.? We’ve got you covered; you can access the full recording on demand: https://bit.ly/4fupTlO Tune in to hear Daniel and host Tina Powell explore: ??How your spending habits reflect your true values ??Why money can buy happiness—if spent wisely ??The key to mastering delayed gratification for lasting wealth ??And much more!

It’s the end of October – have you started planning for 2025 yet? ?? If not, we’ve got you covered with the latest edition of the?Intention.ly?Brief! Get a quick overview from our Chief of Staff, Lisa Bompartito DeCanzio, and dive into our team’s top tips, strategies, and practical advice for setting your firm up for success in the new year, including: ?? Maximizing the impact of your event strategy ?? Setting the right lead goals (and budgeting for them appropriately) ?? Clarifying your brand message internally and externally and more!???