Kelly Waltrich
@kdubs_waltrich
Followers
2K
Following
17K
Media
771
Statuses
8K
RT @intention_ly: In your June edition of the brief, we’re bringing you:. 😎 Practical, use-them-now marketing & sal….
linkedin.com
It’s official: Intention.ly has been chosen as part of HubSpot’s Partner Advisory Council (PAC)! 💥 The HubSpot PAC—made up of expert Solutions Partners—is a global forum that ultimately helps shape...
0
1
0
RT @intention_ly: Unlock growth potential in the competitive RIA landscape! 💯 Head of sales consulting, @kyleh2, says its time #RIAs embrac….
wealthsolutionsreport.com
Why RIAs Need To Rethink Growth Strategies
0
3
0
RT @intention_ly: With dedicated energy, marketing can be your biggest growth engine, but only if sales is plugged in to work hand-in-hand….
advisorperspectives.com
There’s plenty that leaders can do to bridge the gap between sales and marketing departments. Start by ensuring alignment in four key areas:
0
4
0
Amen 👇🙏.
Hyper growth firms are spending 14% of gross on marketing @MattHalloran_ at @MarketCounsel. And we heard yesterday from Mark Hurley that you need to pay the most for marketing talent. It’s always about the Marketing. #MSUM23
0
0
13
RT @wealth_mgmt: Many of the announcements and demos at this week's @FutureProofAC conference in Huntington Beach, Calif. centered on AI. @….
wealthmanagement.com
Orion Advisor Solutions, Intention.ly and Morningstar announced new AI-powered tools at the Future Proof conference.
0
5
0
I spy … one of our favs @ChrisShuba rockin it on @TDANetwork talking the role of inflation in the current market. We’re just a little excited at @intention_ly HQ. You are made for TV my friend ⭐️⭐️⭐️ @StreetCred_PR
1
5
21
RT @MattHalloran_: Transitioning to independence?. On Thurs, discover why focusing on marketing & communications is the BEST thing you can….
0
7
0
You are the sweetest 🫶 The feeling is mutual ⭐️❤️.
What companies are you a super fan of? Some of mine: @altruist, @intention_ly, and @FemalesNFinance #JoltConference
0
0
2
.@Rob_Sandrew running a M&A Clinic here in Boston!! @Integrated4FAs.
M&A panel led by @Rob_Sandrew featuring @LiveOakBank @FPTransitions and @TheReserveInves’ Mark Mitamura for the advisors’ perspective. @Integrated4FAs #IPAC23 is loaded with growth-oriented gems for FAs - organic and inorganic…
0
3
6
We’re so lucky to get to work with the best clients and partners at @intention_ly. Thanks for having us at your amazing event - we ❤️you @Integrated4FAs @MattAckermann @Rob_Sandrew @amohr_24 @PaulSaganey @JasonLahita
0
3
11
Baller @AndesWealth! 🎉.
We are proud to announce that we have earned the highest client satisfaction ratings in Risk Tolerance Test and Stress Testing. #T32023 @t3techhub @BobVeres @FinTechie
0
0
3
Cup is full 🥛Love the work we get to do at @intention_ly and the amazing people we get to do it with. @sspotswoodrfg thanks for your never ending support and for the passion and energy you bring to everything — it’s contagious! ❤️ @kellyaforst @RFGAdvisory #practiceyourstance
0
0
23
Any other parents spending their evening writing valentines to their kids friends and teachers? 🤷🏻♀️😳 #ValentineDay
4
0
13
RT @tinacpowell: If you're looking for #marketingtips to inspire & ignite your week 🔥Check out this latest piece @manganaro_news @ThinkAdv….
lnkd.in
This link will take you to a page that’s not on LinkedIn
0
2
0
