VIEW TABLE OF CONTENTS
MARKETING/ PR FIRMS Digital Campaign of the Year
INTENTION.LY
RISA 2-day Masterclass
Founded by retirement income experts Alex Murguia Ph.D, and Wade Pfau Ph.D., CFA, RICP, the Retirement Income Style Awareness (RISA) is a 15-minute assessment for individuals actively planning for retirement, enabling advisors to: - Better understand the ideal way clients would like to source retirement income - Define personalized planning strategies that fit their unique preferences On January 23-24 2023, the RISA team hosted
a 2-day Masterclass featuring Murguia and Pfau to educate advisors about how to leverage the innovative RISA assessment to personalize retirement income planning, build stronger client connections and future-proof their practice. The group saw 1,290 unique registrations garnered from a robust, direct-response marketing campaign that included LinkedIn advertising, email marketing programs, organic social media campaigns and partnership marketing efforts.
Intention.ly is a game-changing growth marketing agency co-founded by Kelly Waltrich and Meghan Richter. Their impressive client roster includes 37 respected financial services, RIA, and fintech firms, such as RFG Advisory and Integrated Partners. The firm made waves in the digital marketing industry with its recent acquisition of C-Suite social media, led by Tina Powell, who joined as Chief Growth Officer. Intention.ly’s team of 16 full-time employees is dedicated to transforming the trajectory of their clients’ businesses through intentionally designed go-to-market planning, modernized approaches, and amplified marketing efforts. Whether it’s start-ups seeking to establish their brand, growth-stage firms looking to accelerate their growth, or established companies wanting to stay ahead of the curve, Intention.ly is the trusted partner to guide and challenge their clients toward achieving their goals. Learn more about their transformative approach at Intention.ly.
139 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook