This Month: Upcoming trips, new partnerships, and six 2024 marketing tips.

Here's What to Expect in this Month's Intention.ly Brief!

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From the Marketing Universe …

As we’re putting this newsletter together, Q3 is picking up speed and the end of the year will be here before we know it. What should you be doing now to set your firm up for success in 2024?

Kelly Waltrich has some ideas – six of them, to be exact, and a few just might surprise you.

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A recent Kitces Research Study explored how financial advisors actually market their services, measuring the success rates of 25 different marketing tactics.

The results? Unsurprisingly, marketing is hard. Custodial referrals topped the list of initiatives, with digital channels like blogging, social media, podcasts, and online advertising lagging significantly behind. Even for seasoned marketing professionals, mastering these tactics is a challenge. Our take? If you’re going to invest in marketing, invest in a marketing team that’s proven they know how to drive results through modern tactics. (See the full breakdown and read the article below!)

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If You Know You Know …

And trust us, you should know.?

• Paul Saganey, founder of Integrated Partners, joins the Intention.ly & Friends Book Club on Wednesday, September 13 at 3 PM ET to discuss his recently launched guide, Optimizing the Financial Lives of Clients, with host Tina Powell.?

• SMArtY, the zero-cost version of SMArtX’s wealth management platform, is set to launch next month, including powerful features like intraday trading and billing services, along with access to some of the world's largest and most established asset managers' models.?

• RISA and CreativeOne recently announced a powerful strategic partnership that will put RISA’s game-changing retirement income style assessment in the hands of CreativeOne’s advisors, helping them tailor retirement income strategies to their clients’ unique styles.?

Let’s Hear It For …? ?

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

• Darren Schuringa and the ASYMmetrics ETFs team made a big splash with their new website earlier this month, including an interactive quiz that helps you identify the right Smart Solution for your goals, risk profile and time horizon.

• Speaking of new looks, have you seen the T3 glow-up? In honor of their 20th anniversary celebration next January, the legendary technology conference turned to Intention.ly for a fresh look and feel.

• GeoWealth and Halo Investing have joined forces, enabling RIAs to more efficiently deploy and manage structured note exposure to client portfolios and model programs and giving GeoWealth users more flexibility overall.

We’re Here For It? …

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

• Attention PLANADVISER National Conference attendees: Don't miss Meghan Richter's social media workshop on September 12! Join the breakout session to find out how to more effectively master social channels, build your audience, and drive deeper connections.

• Future Proof is just around the corner; if you’re heading to Huntington Beach, keep an eye out for John DeVincent and Tina Powell repping Team Intention.ly on the boardwalk.

• Schwab was kind enough to choose Philly for their 2023 IMPACT Conference, which means one thing: We’re having a party! Stay tuned for more details coming soon ??????

Attention Please …

Looking for a new gig?? Know someone who is?? Check out the awesome companies hiring right now, including:

• Marketing Strategy Director, Client Accounts - Intention.ly

It’s a Philly Thing …

We’re more than Wawa and cheesesteaks.

Celebrating each other this summer: