This Month: A cybersecurity check, big events on deck, and the evolution of wealth management marketing tech

Did you see this? ?? …

Our biggest news of the month:

The Intention.ly growth engine keeps getting better: We’ve added two absolute powerhouse marketers with juggernaut industry backgrounds, Jess Flynn and Marni Dacy , to the team as our new directors of account strategy.?

CEO Kelly Waltrich said it best: “Jess’s and Marni’s unique and expansive experience in the world of financial marketing and communications is exactly what we look for. The skill Jess brings in mobilizing support for cutting-edge initiatives, combined with Marni's proven ability to foster growth through both traditional and innovative marketing methods, will undoubtedly enrich the level of service we provide to our clients.”

Jess and Marni have already infused our work with their collaborative energy, dynamic new ideas and outside-the-box creativity – and they’ve only been here for approximately five minutes. Stay tuned for amazing things to come!

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From the Marketing Universe...

Your monthly dose of knowledge we’re nerding out about:

Wealthtech Leader of the Month Kelly Waltrich (??????) recently gave an exclusive interview to Wealth Solutions Report about the evolution of marketing technology in wealth management, when technology isn’t the answer, and the critical gap Advisor Brand Builder fills in the marketplace.

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If You Know You Know…

And trust us, you should know.

• A hot take on…risk tolerance? Tolerisk CEO Mark Friedenthal shares his perspective on why risk tolerance can – and should – be a significant competitive advantage for financial advisors (instead of just a compliance checkbox).
• Stay tuned for details coming soon about our next Intention.ly & Friends Book Club meeting, featuring Ryan H. Law, MS, CFP?, AFC? , author of Student Loan Planning: A Borrower's Guide to Understanding and Repaying Student Loans.?
• Forms Logic recently announced a strategic partnership with RIA Compliance Technology , enabling advisors to more efficiently streamline their compliance processes, including compliance submissions, data collection, and workflows.

Let's Hear It For...

A round of applause for these movers, shakers and change-makers.

• John O'Connell, MBA of The Oasis Group and Mac Bartine , CEO of Smartria? , for coming together to address the risks of disparate data, how to improve cybersecurity posture, and what RIAs think of the new SEC cybersecurity rule. Check out the conversation on-demand!?
• Tanya Van Court and the innovative finlit advocates at Goalsetter for their game-changing perspective on embedded finance, multi-generational financial education, and the role advisors should want to play in advancing financial literacy.
• Andes Risk , who just took home the prestigious MMI/Barron's Industry Award for Digital Innovation! The honor recognizes their 4D Risk Framework for packing groundbreaking thought leadership and innovation into an integrated tech solution.

We're Here For It …

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

• Who better to give a keynote address about intuition and resilience than our own Tina Powell ? She’ll be headlining Excell Represent this November 15-16 in Orlando, Florida; if you’re there, make sure you don’t miss this conversation with one of the most inspiring women in wealth management.?
• Tomorrow, November 1 at the Salesforce Tower in Bryant Park, the Savvy Ladies organization is celebrating 20 years of empowering financial education and championing financial literacy for women. If you’d like to donate to this worthy cause, you can do so here.
• Our friends at Silver Oak Securities, Inc. took over Music City for their inaugural Unplugged conference earlier this month, flawlessly marrying education, celebration, professional value and (of course) bourbon into one unforgettable event.

It's a Philly Thing...

We're more than Wawa and cheesesteaks.

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