With digital disruptions and shifting customer expectations defining the financial landscape, achieving sustainable growth demands a strategic approach that transcends traditional marketing tactics. For forward-thinking financial services firms, the challenge lies in creating a framework that seamlessly integrates marketing and growth strategies, prioritizing brand differentiation and customer-centric value creation.In this episode, Jack talks with Kelly Waltrich, Co-Founder & CEO of Intention.ly. For years, Kelly has been championing the role of marketing in the financial services industry. She designed the strategy behind several successful rebrands, acquisitions, and product launches, including spearheading the development of two advisor marketing products while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Kelly created a consistent inbound pipeline for both firms, driving CAC down and SOV up.Kelly talks with Jack about modern marketing and growth strategies in the financial services industry. She shares how Intention.ly helps firms build growth engines and differentiate themselves in a crowded market. Kelly emphasizes the need for firms to have a strong brand and messaging that resonates with their target audience.

Key Takeaways

[01:09] - Kelly’s role in the financial services industry.

[02:52] - Kelly's growth strategy.

[04:52] - How Kelly got started in financial services.

[08:30] - The importance of understanding the nuances of the industry.

[10:02] - What Intention.ly is currently working on.

[11:42] - Marketing in its truest sense.

[15:17] - How Kelly and her team deliver quality services consistently.

[16:54] - Kelly's three key takeaways.

[22:20] - Kelly's life outside of work.

Quotes[11:53] - "Everybody thinks marketing is sexy and creative. But at the end of the day, it's taking complex things and trying to make them simple." ~ Kelly Waltrich[16:58] - "Because we live in this loud, noisy, content-crazy world, your brand has never been more important. People need to understand the experience they will get when they read about or see you." ~ Kelly Waltrich[19:54] - "Marketing is something that you have to put time, energy, and emotion into, and you have to be willing to do it consistently. You have to be willing to invest in it, whether money, resources, or people." ~ Kelly Waltrich

Links 

Kelly Waltrich on LinkedIn

Kelly Waltrich on Twitter

Intention.ly

eMoney Advisor

Orion Advisor Solutions

Eric Clarke

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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