Introducing a Groundbreaking M&A Communications Offering
Intention.ly, a leading consultancy in the fintech and financial services sector, is proud to announce the launch of its pioneering M&A communications consulting offering. This innovative solution has been meticulously designed to assist advisory firms in not just retaining their clients but also ensuring the retention of their assets during a critical transitional period. In today's fast-paced market, characterized by rapid growth and consolidation, effective communication strategies are paramount.
Aligning Internal and External Communications
The service model crafted by Intention.ly recognizes the complexities organizations face during mergers and acquisitions. The challenge is often found in ensuring cohesive communication that addresses both internal stakeholders and external clients. This is where Intention.ly steps in with strategic guidance and practical support. By helping firms navigate these changes, the consultancy ensures that communication becomes a critical asset rather than an afterthought during these significant transformations.
Leadership Driving Change
This new offering will be spearheaded by Joe Steuter, who brings a wealth of experience in managing messaging strategies for top-tier RIAs. His leadership will ensure that firms receive tailored consultative services aimed at enhancing their communication during times of significant change. Steuter and Kelly Waltrich, CEO and Co-founder of Intention.ly, are set to share their insights in an upcoming live discussion. They will provide valuable strategies for firms looking to adopt best practices in M&A communications.
Understanding Client Retention Challenges
In the consulting world, one undeniable truth has emerged: the way firms communicate during mergers can significantly impact client retention and overall asset growth. As Steuter highlights, organizations must recognize the three-dimensional challenges they face, including maintaining their identity, aligning their messaging, and retaining clients post-merger. Through comprehensive market analysis and firm-wide communication strategies, Intention.ly aims to turn these challenges into opportunities.
Complementing Existing Services
This M&A communications offering is not just an isolated service. It complements Intention.ly’s robust advisor recruitment marketing program, which has already driven significant growth for top RIAs and hybrid broker-dealers. By integrating these consulting services, firms can ensure their communication strategies are just as refined and effective as their acquisition strategies.
A Proactive Approach to Communication
Intention.ly’s framework is built on proactive communication. Both Steuter and Waltrich advocate for an intentional messaging foundation that ensures clarity and direction for stakeholders. This approach emphasizes that firms that prioritize their messaging are likely to experience smoother transitions and reduced confusion among clients, ultimately leading to greater success in their M&A endeavors.
Custom Solutions for Diverse Needs
Firms can select from a range of service models depending on their specific needs. One option is a comprehensive 90-day M&A launch kit featuring twelve core communication deliverables aimed at maximizing impact during acquisition phases. Another model offers strategic consulting for issues surrounding external brand messaging, internal dialogue, and storytelling,which are crucial post-merger strategies.
About Intention.ly
Intention.ly stands at the forefront of growth strategies within the financial services landscape. This forward-thinking consultancy is dedicated to delivering actionable solutions that drive growth and differentiation in a crowded market. With a proven track record and a commitment to execution that delivers results, Intention.ly empowers firms to cut through the clutter and achieve their strategic objectives.
Frequently Asked Questions
What is the new offering from Intention.ly?
Intention.ly has launched a first-of-its-kind M&A communications consulting offering aimed at improving client asset retention during mergers and acquisitions.
Who will lead the new M&A communications service?
Joe Steuter will lead the new offering, leveraging his extensive experience to ensure effective communication strategies are implemented.
How can effective communication impact a firm's growth?
Effective communication minimizes confusion and builds trust among clients, which can significantly enhance client retention and ultimately accelerate a firm's growth trajectory.
What are the two service models available?
The two service models include a 90-day M&A launch kit and a strategic consulting service focused on messaging and storytelling.
Why is M&A communication crucial?
Proper communication during mergers is crucial as it ensures all stakeholders are informed, aligned, and engaged, which can lead to smoother transitions and better outcomes.
