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…

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Talking 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…

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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…

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