Posts by Randy Lambert
Seizing This Moment: How to Act with Urgency and Stay Ahead
The wealth management industry is evolving at an unprecedented pace, creating remarkable opportunities for forward-thinking RIAs. Those who recognize and act on these opportunities are positioning themselves for substantial growth and enhanced client experiences in the years ahead. That’s where Intention.ly’s new Deliver Advice offering comes in. We help firms harness these opportunities by supporting…
Read MoreHow to Audit Your Service Team for Client Success in the New Year
A well-prepared service team is essential for meeting client needs and driving growth as you head into a new year. As you think about your client service goals for 2025, there are four aspects to consider as you continue building a client-centric culture. First, Set Clear Goals for the Coming Year If you don’t have…
Read MoreA COO’s Perspective: Five Ways to Increase Client Service Efficiency and Effectiveness
As a 30-year fintech COO, overseeing customer experience (CX), operations, and service has taught me countless lessons about what works—and what doesn’t—when striving to run a business that is client focused at scale. Efficiency and effectiveness in serving clients are the lifeblood of any successful firm, but achieving both simultaneously can be elusive without the…
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