{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5ab6fe42bb6ddf45527e077e/643435d1df57c700113f437d?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Intention.ly with Kelly Waltrich | E272","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5ab6fe42bb6ddf45527e077e/1546389387752-ab7fb8454c2747f3feba00e9d3e8a2bd.jpeg?height=200","description":"<p>Jason talks to Kelly Waltrich, CEO of intentionally, a well-known marketing firm within the advisor and fintech space that helps companies market themselves effectively and get results.</p><p><br></p><p>Episode Highlights</p><ul><li>01:16: Most people didn't get into a business to market it, they got into a business to do the thing that they wanted to build.</li><li>05:09: Kelley is extremely particular about the firms that they work with. They conduct a pretty in-depth review of the companies before they agree to market them because they have to have a couple of things right.</li><li>05:46: It's sort of blows Kelly's mind how little founders and leaders are sort of inspecting the world around them and understanding what they are up against.</li><li>07:21: Kelly talks about a major red flag when people don't know the competitive landscape.</li><li>08:51: Kelly shares how they try for the most part, to just make sure that the brand is solid and what the messaging is going to be.</li><li>10:29: As per Kelley it is important to clearly define goals and she is a stickler about the goal-defining process.</li><li>11:54: Most ironically, in industry, it's always about helping people reach their goals.</li><li>15:23: Just because you hung a shingle doesn't mean people are going to walk in and just hand you money.&nbsp;</li><li>19:09: Kelly shares how they track revenue through growth of all of their clients.</li><li>25:47: Your brand is being distributed. More people are seeing it. It's so worth it, and Kelley tells everybody the same story.</li><li>28:58: Kelley is on a crusade to help firms realize the value of modern marketing that it should have a seat at the table, that it should be driving strategy, and then it should be a driver of company revenue.</li></ul><p><br></p><p>3 Key Points</p><ol><li>Kelly shares how she was really compelled to create a company in that everyone in it had a strong industry context, understood the competitive landscape, understood the inner workings of each of the firms, and understood how everything needed to be connected.</li><li>Kelly explains what content map is and how they use it.</li><li>Kelly explains how they spend a lot of time building content strategies and content plans that fuel the overall demand generation plans.&nbsp;</li></ol><p><br></p><p>Tweetable Quotes</p><ul><li>\"When everybody was reevaluating what they were doing with their lives. I wanted to build a firm that could turn that around for this industry and help firms deploy modern marketing to generate revenue, turn their marketing efforts into revenue generating activities.\" - Kelly Waltrich</li><li>\"I am building this technology. It is so awesome. It's going to change the way advisors work.\" - Kelly Waltrich</li><li>\"We make sure that we have a story that we can work with because, at the end of the day, we can't create campaigns, we can't drive opportunities.\" - Kelly Waltrich</li><li>\"Once you have given us your granular, thoughtful, realistic goals, we get after it, and we put a plan together, and we say this is, this is what it's going to take, this is what it's going to take from your time.\" - Kelly Waltrich</li></ul><p><br></p><p>Resources Mentioned</p><ul><li><a href=\"https://www.facebook.com/jason.pereira\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook</a>&nbsp;– Jason Pereira's Facebook</li><li><a href=\"https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a>&nbsp;– Jason Pereira's LinkedIn</li><li><a href=\"https://www.woodgate.com/#plan-prosper-preserve-financial-planning-toronto\" rel=\"noopener noreferrer\" target=\"_blank\">Woodgate.com</a>&nbsp;– Sponsor</li><li>https://intention.ly/team/kelly-waltrich/</li><li><a href=\"https://barevalue.com/podcast-editing\" rel=\"noopener noreferrer\" target=\"_blank\">Podcast Editing</a></li></ul><p><br></p>","author_name":"Jason Pereira"}