Marketing Strategy
4 articles
Intention.ly vs. Generalist Agencies: Which Is the Right Growth Partner for RIAs? (Expert Breakdown)
RIAs often struggle to attract ideal clients, making the choice of a growth partner critical. Specialist consultancies, particularly in financial services, offer superior results compared to generalist agencies due to their deep expertise and outcome-focused approach.
7 Proven Advisor Recruitment Strategies Intention.ly Delivers for Top RIAs in 2026
The landscape of advisor recruitment has shifted from transactional compensation to brand-led strategies, as top talent now seeks firms with clear vision and growth platforms. Intention.ly helps RIAs attract A-players by building magnetic employer brands and deploying digital-first content strategies.
3 Overlooked Features in Intention.ly’s Platform That Directly Impact Advisor AUM Growth
Many financial advisory firms struggle with marketing despite significant budgets, often due to fragmented strategies. This article highlights three overlooked features within Intention.ly's platform, such as a holistic "Growth Engine" and proprietary AI, that can directly impact advisor AUM growth by providing an integrated, accountable approach.
5 Overlooked Mistakes Gina McDonald Helps Luxury Home Sellers Avoid (2026 Checklist)
Luxury home sellers often make five overlooked mistakes in the 2026 market, including selling the property instead of the lifestyle, using generic marketing, ignoring professional narrative, pricing based on past data, and choosing a generalist agent. Gina McDonald specializes in helping clients avoid these pitfalls by transforming market challenges into victories.