ABOUT INTENTION.LY
Introducing Your New Competitive Advantage
Get to know Intention.ly, the go-to growth consultancy and marketing agency for the financial services industry.
Who We Are
We’ve spent our individual careers growing some of the biggest brands in the business. Together, we’ll do the same for you.
Kelly Waltrich
Founder, Chief Executive Officer
Tina Powell
Partner, Chief of Community
Randy Lambert
Partner, Head of RIA Solutions
Joe Steuter
Partner, Chief of Client Strategy
Why We’re Here
We understand the roadblocks financial services firms face when it comes to growth. Our goal is to eliminate them.
Our Mission
To be the force for transformative growth in financial services, propelling firms toward their goals through purposeful, cross-functional coordination, visionary strategy, and flawless execution.
Our Vision
To be the force for transformative growth in financial services, propelling firms toward their goals through purposeful, cross-functional coordination, visionary strategy, and flawless execution.
What We Stand For
As an Intention.ly partner, you can expect your team to approach your growth goals with these core values as the foundation for everything we do:
No BS
We’re not here to sugarcoat, we’re here to help you grow – and sometimes those things are mutually exclusive. So you’ll never find us patronizing your team by saying yes or executing anything we don’t believe in. What you will find is a team of straight shooters who tells it like it is, always with your goals in mind.
Curiosity
What makes people tick? What makes them buy? What would happen if we tried something the industry has never seen? Our passion for growth – and our success driving it – comes from a deep desire to understand, to experiment, and to lead the industry’s charge into a modern era of growth and transformation.
Earned authority
Our confidence is rooted in industry experience, reputation, and results. That doesn’t make us arrogant, but it does make us a powerful partner to help you strategize and act in service of your growth goals. We’ve been there, grown that, and we’ll offer the sound, assured guidance for you to do the same.
Loyalty
To our clients and to each other. We’re great partners to the firms we work with because we’re exceptional teammates first. Our bonds run deep and span decades, and we translate that same steadfast commitment to our clients, who more often than not become part of the extended intention.ly family.
Tenacity
Sometimes the pursuit of growth is messy and unpredictable – but when something that feels impossible needs to be done, there’s no better team to make it happen. We harness chaos into relentless forward progress and will exhaust our deep and far-reaching resources to ensure our clients have what they need, when they need it.
How We Do It
The results speak for themselves. See the work making a major impact for our clients.
Website Transformations
Thought Leadership
Lead Generation
Social Media
Brand Messaging
Content Marketing
What Can We Do For You?
Make our team your team. Schedule your strategy call today to discuss your goals, resources, and challenges with us.