Kelly Waltrich: Getting More from Your Sales and Marketing Investment

With the shift away from selling product toward an emphasis on providing advice and planning, “sales” has become a bit of a dirty word in wealth management. But sales can be a necessary function of almost any business, and RIAs are no exception.

The question is, what is the path to successfully winning new business in the advice business of today and tomorrow, and what are the new skills RIAs should be considering?

In this episode, Kelly Waltrich, Co-Founder and CEO of intention.ly, joins hosts Bill Coppel, Chief Client GrowthOfficer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into this question.

Listen as they explore:

• Why RIAs may want to “professionalize” their sales and marketing efforts
• Ways to potentially boost sales and marketing efficiency to drive growth
• What it takes to convert leads into clients