Redefining Marketing Strategies for Financial Services with Kelly Waltrich

Marketing for financial services has come a long way, with new technologies and changing consumer preferences driving the industry to evolve and adapt. However, as the financial landscape continues to shift and new challenges arise, it's becoming clear that traditional marketing strategies are no longer enough to reach and engage consumers.  In this episode, Ryan and George talk with Kelly Waltrich, CEO and Co-Founder of Intention.ly. For over 15 years, Kelly has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization's growth and overall success than a well-run marketing and communications team.  A brand builder and champion for modern marketing, Kelly talks with Ryan and George about the marketing mistakes financial services make, what it takes to achieve great marketing results, and how she helps advisors build unmatched marketing strategies and brand visibility. Key Takeaways [02:25] - Kelly's career path and how she got into marketing. [05:30] - What Kelly learned from working with Orion Advisor Solutions. [07:41] - What financial services do wrong when it comes to marketing. [10:14] - How Intention.ly makes a difference in the financial services industry. [15:17] - Why recruitment marketing is becoming more popular among larger firms. [21:06] - How Intention.ly helps advisors stay relevant at the right time. [25:40] - Why fintech falls short of what's happening in the industry. [28:59] - Kelly's wealth management outlook for 2023. [30:40] - Advice Kelly gives to marketers. [33:57] - What it takes to achieve great marketing results. [39:04]- Kelly's final thoughts on effective marketing strategies. Quotes [13:05] - "We can only be successful in marketing if the sales side is rocking. We could do as much marketing as we want. But if we don't tie it to a phenomenal sales process and revenue, it's a useless exercise." ~ Kelly Waltrich [29:50] - "If you could spend all the time, money, and resources building your audience to tell them what you want when you want to and utilize that audience for cross-sale and upsell, you will be a massively more powerful company." ~ Kelly Waltrich [31:08] - "Own your audience and make sure that it's the right one." ~ Kelly Waltrich Links  Kelly Waltrich on LinkedIn Kelly Waltrich on Twitter Intention.ly eMoney Advisor Orion Advisor Solutions Eric Clarke Joel Bruckenstein TD Ameritrade Connect with our hosts Ryan Donovan George Svagera Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0080-OAT-1/12/2023