Many financial advisors struggle to define themselves in their marketing. If you’re one of them, you don’t have to struggle any longer.

In this episode, Shannon Spotswood speaks with Kelly Waltrich, the Co-founder of Intention.ly. Kelly shares her expertise in marketing and how financial advisors can create their own brand that is unique to them and escape the “sameness”.

Kelly discusses: 

• What factors need to be paid attention to when building a brand
• How to determine the appropriate amount to spend on client acquisitions
• What questions advisors should ask themselves as they put pen to paper on defining their brand
• How thinking of marketing as multiple skills instead of one makes it easier to tackle
• The 3 mountains to climb in marketing
• And more

Resources:

• Twelve and a Half: Leveraging the Emotional Ingredients Necessary for Business Success by Gary Vaynerchuk
• HubSpot
• Salesforce
• Marketo
• FMG Suite

Connect with Shannon Spotswood:

• RFG Advisory
• LinkedIn: Shannon Spotswood
• Email: sspotswood@rfgadvisory.com

Connect with Kelly Waltrich:

• Intention.ly
• LinkedIn: Intention.ly
• LinkedIn: Kelly Waltrich

About our Guest:

For over 15 years, Intention.ly Co-founder Kelly Waltrich 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. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.

Kelly designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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