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- Thursday Email - #1 Episode of 2023
Thursday Email - #1 Episode of 2023
Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.
Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.
 | Bridging the Gap’s #1 Episode of 2023 is revealed!Join me and the exceptional Kelly Waltrich, CEO of Intentionally, as we explore the shifts in the financial industry and dive into what they mean for advisors and clients alike. Key Takeaways: Dive into Kelly's journey from fintech service to revolutionary brand-building technology for advisors. Uncover the delicate balance between cutting-edge tech and the indispensable human touch in financial advice. Explore the core service of providing advice in a tech-driven world and the essential need for clear client journeys. Don't miss this opportunity to gain valuable insights from Kelly! |
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[15:31] Consider the client’s perspective in buyer journey, plan content at each stage for prospects to find, learn, and take the next steps.
[42:43] Having a simple, but clear business plan with aligned goals is crucial for success. This includes having the right people on board and a strategy in place for marketing, hiring, and other aspects of the business. Many people and advisors overlook this essential exercise.
The best is ahead!
-Matt