Thursday Podcast Email - Kelly Waltrich

December 07, 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.

Reshaping Financial Advice Through Marketing, Differentiation, and Technology

Explore the future of financial advising with Kelly Waltrich, CEO of Intentionally, as she joins host Matt Reiner in this week's "Bridging the Gap" episode. Uncover the impact of cutting-edge technology on brand-building for advisors, the crucial balance between tech and human touch, and the transformation of financial services in the modern world. Gain actionable insights, discover must-reads, and navigate the evolving financial landscape with two industry thought leaders.

Jump to this:

[17:00] Effort for quick wins and long-term strategy needed for tech clients' revenue. Balancing short-term expenses with long-term organic growth.

[28:40] Advisors have opportunities to change their business by focusing on two aspects: how they operate and the experience they provide to clients.

The best is ahead!

-Matt