Intention.ly

Don’t Do That is now available! In this podcast, there’s no fluff, no generic bullsh*t, no surface-level advice, just stories from people who have been in your shoes to help you and your business avoid a minefield of potential challenges and to help you get where you want to go faster and more easily. Listen now! https://apple.co/406RJOW #DontDoThat #Marketing #FinTech #FinancialServices #Intentionly #Podcast

"Bad news doesn't get better with time." On the latest episode of Don’t Do That, Kelly Waltrich sits down with Jason Early, founder and CEO of RISR, to unpack why the most difficult conversations often lead to the biggest breakthrough moments in business. Jason and Kelly discuss: ??Why avoiding difficult conversations damages both relationships and business growth ??How to build a culture of transparent communication by assuming positive intent ??Why hiring “yes men” is ultimately damaging for firm culture and success As Jason puts it, "You can drop the 'brutal' from 'brutal honesty.' Honesty is the important part." Listen to the full episode ?? https://lnkd.in/gXYcjjPA?

Curious about whether Deliver Advice is the right fit for your firm? If you are: ??Interested in scaling operations ??Dealing with workflow inefficiencies ??Navigating client management roadblocks ??Looking to enhance client experience and retention ??Building better alignment between your teams It’s time to take a closer look at Deliver Advice ?? https://lnkd.in/g9Fy6Ya4?

Thanks for having us Forward Pickleball! Our team had an absolute blast bringing our A-game (and our jerseys ??) to the courts! ?? #WorkHardPlayHard

What’s the best piece of advice Ainslie Simmonds has ever gotten? “Love the problem.” In this episode of Don’t Do That, she and host Kelly Waltrich explore the ongoing challenge of advisor productivity, BNY Pershing’s antidote to the swivel chair solution set, and why Ainslie is so adamant about never hiring what she calls “brilliant jerks.” Catch the full conversation here ?? https://lnkd.in/gWxrGdiC

How do you effectively position yourself as a thought leader? In our first episode of Real Marketing Talk, VP of Client Account Strategy Jess Flynn and Head of Digital Marketing Dan Natale explore the impact of real thought leadership on search engine rankings. Tune in below and check out the full conversation here → https://lnkd.in/ggesA7Cf

We can’t think of a more fitting Women’s History Month Spotlight than Tina Powell, who continuously inspires our team with her resilience, dedication, and infectious passion for making the most out of every moment. In this Practifi interview, Tina details her journey to financial services, explores the impact of growing up in a single-parent household, and shares where she found mentorship in unexpected places. Read the full article here ?? https://lnkd.in/gUN68Zjw

So many fintech solutions promise efficiency and time-savings, the words have almost lost their meaning. But Zocks | AI for Advisors is delivering on this promise. On this episode of Don’t Do That, Zocks CEO and co-founder Mark Gilbert joins host Kelly Waltrich to explore the impact the AI-powered platform is having on its advisor users by alleviating or entirely eliminating the tedious admin tasks they hate, including: ??Saving 7-9 hours weekly by reducing 45-60 minute post-meeting processes to just 3-4 minutes ??Email response time dropping from hours to minutes ??Deep client insights captured automatically without the pain of manual data entry But the episode's biggest takeaway? Mark's candid "don't do that" moment: Don’t wait to start marketing just because people like your product. Advisors are busy, Mark explains, and good product feedback doesn’t necessarily translate to interest, conversion, and adoption. His advice? "Start marketing earlier than you think you should. Marketing is like compound interest—it grows slow, and then it just hits." For any advisor looking to reclaim their time, or any business leader balancing product development with marketing momentum, this episode is packed with insights you can't afford to miss. Listen to the full episode here ?? https://lnkd.in/gwzRXc5G

Curious about Deliver Advice, the growth-driven operating framework built for RIAs and fintechs? In this on-demand webinar, Randy Lambert, Sonya Dhar and Jason Mirabella walk through the operating system blueprint, key roles and responsibilities, and their proprietary methods for turning internal challenges into growth opportunities. Tune in here ?? https://lnkd.in/gM-t_fcN??

Organic growth, says John Wernz, Executive in Residence at Great Hill Partners, is actually a powerful indicator of a strong firm culture. Find out why, and tune into the rest of John’s conversation with Kelly Waltrich on the Don’t Do That #podcast! https://lnkd.in/gMtxuAR4