Posts by Kelly Waltrich
Bridging the Gap Podcast Ep 143: Reshaping Financial Advice Through Marketing, Differentiation, and Technology with Kelly Waltrich
Listen to the full episode here. This week on Bridging the Gap, Matt dives into the intricate world of marketing with Kelly Waltrich, former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, now CEO and Co-Founder at Intention.ly, Fintech and Martech Advisor, and Inaugural WealthManagement.com’s CMO of the Year. The conversation kicks off…
Read MoreIntention.ly Appoints Kyle Hiatt as Partner and Head of Sales Consulting
Appreciating the Art of Advisor Branding To Stand Out With Kelly Waltrich (Ep. 440)
Listen to the full episode here. What’s your strong suit? As a financial advisor, you’re juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here’s the catch: if you’re trying to handle branding all by yourself, you might be missing out on a difference-maker. Why blend…
Read MoreTalking Bots
Earlier this year, generative artificial intelligence burst into the popular consciousness as the public gained access to new chatbots, writing tools and image generators powered by sophisticated technology like ChatGPT that most people had never encountered before. The wealth management industry immediately began to ask about the impacts of this emerging technology. When would it…
Read MoreThe American College of Financial Services Announces Knowledge Hub+, a Just-in-Time Learning and CE Platform
Intention.ly Recruits Top-tier Industry Executives Jess Flynn and Marni Dacy
Wealthtech Roundup: Intention.ly, Docupace, Ycharts, Elements and More
In this edition of the Wealthtech Roundup, we speak with our newest Wealthtech Leader of the Month, Intention.ly CEO Kelly Waltrich, on the launch of Advisor Brand Builder (ABB), a new marketing technology platform. Intention.ly Launches Advisor Brand Builder (ABB) Marketing Technology Platform Intention.ly CEO Kelly Waltrich and industry branding veteran Melissa Thomas developed the new proprietary solution called Advisor…
Read MoreIntention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
Want To Swing For The Fences? Do These Things First
A PSA To Executives Looking For A Marketing Magic Bullet: You Won’t Find One My co-founder and I just spent weeks putting together a 2024 marketing plan for one of our clients, an innovative advisor fintech platform with nothing but incredible opportunity ahead of them. Using their marketing budget, a couple million dollars, we outlined…
Read MoreBlink and it’ll be Christmas
The way you approach the next six months could make or break your 2024. The other day, I saw a headline that read something like, Scientists believe the Earth is starting to spin faster. Clickbait? Probably – how would that even happen? But when mid-summer arrives (and how did we already get here, by the…
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