Firms growing fast, events present and past, and our expanding marketing cast

It’s official: Intention.ly has been chosen as part of HubSpot’s Partner Advisory Council (PAC)!?

?? The HubSpot PAC—made up of expert Solutions Partners —is a global forum that ultimately helps shape the Solutions Partner Program. As one of just 20 agencies from North America named to the Advisory Council, we’re honored that HubSpot recognizes the value we bring to our incredible clients.

Drumroll, Please! Here are the Wealthies Finalists

?? To continue the applause from last month, the finalists for the 2024 Wealth Management Industry Awards have been announced. Special congratulations to our amazing partners for standing out in a sea of over 1,000 nominations!

?? Two Stronger Advisor Brands in the Making: We’re excited to announce the winners of our first Advisor Brand Builder (ABB) brand makeovers! Congratulations to Paul Ried, MBA, CFP? and Mike Hurtgen, Financial Advisor whose firms will receive complimentary refreshed visual identities, compelling messaging updates, and turnkey brand assets courtesy of our Advisor Brand Builder team. Stay tuned for more brand makeover giveaways this summer!

From the Marketing Universe…

?We’ve got the gas for a fire!

????♀??Don’t Do That: Stop Making These Marketing Mistakes. We’re bringing you a new series every week from the industry’s reigning queen of candid conversations, Kelly Waltrich . Follow along here !

?? A/B, Maybe? Our Head of Demand Generation, Dan Natale , breaks down the top five reasons A/B testing—often considered a must for maximizing marketing ROI—might actually be a waste of time and resources for B2B firms.

?? Skyrocket Sales Success. Get weekly sales tips from our Partner and Head of Sales Consulting, Kyle Hiatt , who knows a thing or two about growing a business. Click here to keep up !

If You Know You Know…

The intel you need to stay ahead of the curve.

?? Unstoppable Force: Alphathena announced a partnership with MainStreet Investment Advisors, LLC , a Chicago-based RIA. This collaboration allows MainStreet’s clients to deliver personalized investing.

??Packin’ Investment Power: SMArtX Advisory Solutions recently appointed industry vet Daniel Phillips as Chief Investment Officer , bringing invigorated investment expertise and new opportunities for innovation to the leading managed accounts firm.??

?? What Dreams Are Made Of: The spotlight is on Integrated Partners ’ Andree Mohr , Matt Ackermann, Chief Content Officer , and Paul Saganey CFP? who released Center Stage: How to Become the Star of Your Practice .

??Do Your Clients Feel Valued? NEXA Insights founder, Chris Manker , explores the power of making clients feel valued to drive organic growth for advisors in this just-dropped article from Wealth Solutions Report .

We’re Here For It…

Catch us at these upcoming events (or see where we’ve been spending some of our time).

?? Can Your SDRs Do This? Fintech sales legend and Intention.ly Partner Kyle Hiatt joins our Chief of Community, Tina Powell , for a masterclass in maximizing the impact of your sales and SDR teams . Don’t miss this valuable session on Thursday, 7/27 at 1 PM ET.

?? Join Cohort 11 of Building the Behavioral Advisor: Shaping Wealth’s flagship learning experience, BTBA, has been called ‘transformative’ by program alumni. Learn more and register for the upcoming cohort .

It's a Philly Thing...

?? We’re thrilled to welcome (back) Mike Waltrich Jr , intern extraordinaire turned Data Analytics and Reporting Specialist, and Lauren Sanders , reprising her role as Head of Content. And with new moms Erica Ellis and Amanda Larson back from maternity leave, we’re charging full steam ahead into the second half of the year!

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