Intention.ly

Finserv’s go-to growth consultancy and marketing agency. Firms come to us to help them break through the noise and reach their goals.

[Denise Milano Sprung @denisesprung]

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

[Matt Ackermann @acketyack]

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 https://t.co/MWkunaiANf

[Nick Gertsema @ngertsema]

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?

[Larry Sprung, CFP®, CEPA® @Lawrence_Sprung]

“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

[Matt Sonnen @mattsonnen_pfi]

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: https://t.co/cz6y3smVZW

[Tolerisk @Tolerisk]

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: https://t.co/MfeDG9P0cr

[Larry Sprung, CFP®, CEPA® @Lawrence_Sprung]

“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

[Mitlin Financial Inc® @MitlinFinancial]

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

[Denise Milano Sprung @denisesprung]

“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

[Matt Sonnen @mattsonnen_pfi]

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: https://t.co/cz6y3smVZW

[Tina Powell @tinacpowell]

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

[Tina Powell @tinacpowell]

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

[Tina Powell @tinacpowell]

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

[Tina Powell @tinacpowell]

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

[Intention.ly @intention_ly]

Learn how successful marketing leaders leverage learning from mistakes to build stronger, more resilient strategies. Subscribe to the #DontDoThatpodcast now! https://t.co/WQwCbOIGVX #DDT #BusinessEvolution #BrandStrategy #Innovation

[Intention.ly @intention_ly]

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! https://t.co/cd9bKhNgkr

#DontDoThat #DDT #Fintech #FinancialServices #MarketingStrategy

[Intention.ly @intention_ly]

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: https://t.co/xtsdhhsZRJ

[Intention.ly @intention_ly]

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. https://t.co/j0DSxykSDC

[Intention.ly @intention_ly]

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 https://t.co/NkoxIdyaBJ family as our Chief Operating Officer!

[Intention.ly @intention_ly]

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! 💥