Posts by Kelly Waltrich

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…

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…

Nope, not clickbait. This is a real breakdown of the underlying reasons why you’re frustrated with your marketing efforts. We see it all the time – a business invests heavily into a marketing lead funnel, but then months later wonders why the results aren’t better. This undoubtedly raises concerns that marketing efforts could be falling…

We see it all the time: Businesses using their social media accounts as their personal billboards (for the purposes of this article, we’ll focus on LinkedIn, but the same ideas apply to Facebook, Twitter, Instagram and TikTok). And the truth is, it’s easy to default to using LinkedIn strictly as a promotional platform for sharing…

I’m an impulse buyer. Any and every toy for my kids? Yes, please. The air fryer that’s all over Instagram is definitely in my kitchen. And let’s talk about the checkout lane. I can always use more candles, a new phone case, and coffee mugs. But when it comes to big-ticket items, my buying journey…

The fintech and financial services industries have relied heavily on in-person trade shows, conferences and other events to drive business for as long as I can remember. And even as the world became more digitally focused, we stuck to what we knew: Exhibit halls, keynote speakers, networking happy hours and salespeople pitching product demos from…

I get the opportunity to talk to a number of fintech leaders every week in my role at Intention.ly, which means I’m in a unique position to catch on to interesting, exciting, and—sometimes—puzzling trends.  Recently, I’ve noticed a new-to-me phenomenon, which is the reluctance of technology firms to market product enhancements and new features externally.…

In marketing communities, on podcasts and at conferences, one topic is always on the agenda: Sales and marketing alignment.   Up until recently, it wasn’t something I spent a lot of time thinking about. In my time as a marketing leader, I’ve always been lucky enough to work at companies with phenomenal sales leaders.  …