Make 2025 the year you get growth right. Here’s how we can help. 👇

What's the secret to a truly great retirement? Join host Tina Powell for the next Intention.ly & Friends #BookClub featuring Morningstar, Inc.'s Christine Benz, author of How to Retire: 20 Lessons for a Happy, Successful, and Healthy Retirement. bit.ly/4eJECIP

If you're at #MSUM24 this week, catch Tina Powell's panel on Wednesday!

In two days: Join Tina Powell and Morningstar, Inc.'s Christine Benz for an exclusive look at the lessons that shape successful retirements. We’re going live for #BookClub on Thursday at 3 PM ET; click here to join us! bit.ly/4eJECIP

In this comprehensive guide, our Chief of Community Tina Powell explores the elements that make a gift truly impactful, and shares her list of top five gifts (under $100!) – just in time for the holidays. bit.ly/4gjsJuq

If you weren't able to attend our #BookClub yesterday featuring host Tina Powell in conversation with Morningstar, Inc.’s Christine Benz, you can now access the full recording on demand! bit.ly/49yPKqY

On this powerful episode of the WealthTech on Deck #podcast, Tina Powell & host Jack Sharry explore Intention.ly’s comprehensive approach to driving growth for our clients, as well as Tina’s personal journey championing health advocacy. bit.ly/4gDKC7k

Last week, we officially wrapped season one of the Intention.ly & Friends Book Club! If you missed any of our 🔥 featured authors, you can catch all the recordings here: intention.ly/intention-ly-b…

In “Every Moment Matters: Lessons in Living Boldly and Unapologetically,” Tina Powell candidly explores what she’s learned through her journey battling lung cancer, diving into the power of connection, consistent exercise, curiosity, and charity: bit.ly/400WNFv

Spotify, but make it marketing: your Intention.ly Wrapped is here! 🎁 Thank you for your support and partnership this year! We hope you enjoy our look back at the last 12 months (plus our top growth resources from 2024)! linkedin.com/pulse/intentio…

🎄The season’s upon us…and that means our offices will be closed beginning tomorrow, December 24 - January 1 to give our team the chance to rest, recharge, and return ready to help you exceed your growth goals in 2025. Wishing you & your loved ones a wonderful holiday week!

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! 💥

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 Intention.ly family as our Chief Operating Officer!

The #marcoms conversation in #wealthmanagement is shifting. What can we expect in 2025? Overwhelmed prospects are looking for highly personalized, value-driven content, says Tina Powell. Read her full breakdown in the WealthSolutionsReport Marcoms Roundtable. bit.ly/4gEj8Pi

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: intention.ly/beyond-direct-…

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! apple.co/4gKMhZ8 #DontDoThat #DDT #Fintech #FinancialServices #MarketingStrategy

Learn how successful marketing leaders leverage learning from mistakes to build stronger, more resilient strategies. Subscribe to the #DontDoThatpodcast now! youtu.be/iuX5fKezWTA #DDT #BusinessEvolution #BrandStrategy #Innovation

Hello Advyzon 🌴☀️let’s do this Joel Bruckenstein Kelly Waltrich The Oasis Group Tim Welsh #AdvyzonConference

Amazing moments Kelly Waltrich Victor L. Bonilla Lazetta Rainey Braxton, MBA, CFP® (she/her/hers) I absolutely adore you all #AdvyzonConference

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 Kelly Waltrich Joe Steuter and what we know is working #marketingplans