A 2024 Broadridge survey found that financial advisors with a defined marketing plan generate a staggering 168% more leads each month than those without one. But there's a huge gap between knowing and doing.
While 90% of advisors say marketing is critical, the same research shows only 23% have a real strategy. That disconnect is where firms lose out. For one multi-billion dollar private wealth firm, random acts of marketing just weren't cutting it anymore.
The firm needed a predictable system for wealth management lead generation, not just another series of campaigns.
They found their solution in a complete playbook from Intention.ly, a growth consultancy and marketing agency built for the financial services world. Here’s a breakdown of how it worked.
