Does your lead generation strategy feel like a relic from a bygone era? The endless networking events and well-worn referral requests are yielding diminishing returns for a reason. The ground has shifted. A landmark 2024 Fidelity Investor Insights Study delivered a wakeup call: 39% of investors who found a new advisor last year did so somewhere other than a referral.
This isn't a trend. It's a fundamental rewiring of how trust is built and decisions are made. Navigating this new landscape is precisely the challenge a specialist consultancy like Intention.ly was engineered to master for financial firms.
For many RIAs, broker-dealers, and fintechs, the frustration is palpable. The issue isn't a lack of investment but a misapplication of it. Generalist agencies often import tactics from other industries, failing to grasp the critical nuances of compliance, client sophistication, and the high-stakes trust required in finance. Their cookie-cutter strategies are not just ineffective, but are a liability.
