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The Advisor Lab by CION


Oct 26, 2023

We welcome John DeVincent, Chief Growth Officer of Intention.ly, a financial services-focused marketing consultancy. John has been at the forefront of financial services marketing, leading teams at SaaS platforms that have revolutionized the industry, including eMoney Advisor. Advisors have more tech and tools than ever before to market their practices, but sorting through them and selecting the right ones is a challenge. John breaks down the fundamentals of a digital strategy, and along the way offers a lot of insight into the future of the industry.