In this episode, Jack Sharry talks with Randy Lambert, EVP and Head of RIA Solutions at Intention.ly. Randy shares how his experience scaling Orion informs his work helping FinTech and RIA firms streamline operations, align marketing, and enhance client engagement. He highlights the importance of eliminating silos, implementing intelligent automation, and transforming operations from a cost center to a strategic growth engine.

In this episode:

(00:00) - Intro
(01:39) - Randy’s journey at Orion
(07:10) - The transition to Intention.ly
(11:54) - Integrating marketing, sales, and operations
(14:41) - Growing and scaling RIAs
(18:43) - Bridging the gap between the marketing and operations
(19:57) - Building a customer success model
(22:40) - Randy's final thoughts
(24:02) - Randy's interests outside of work

Quotes

"One of the weakest links in the technology chain is the advisor using the technology." ~ Randy Lambert

"The better that an advisory team is able to systematize its operations, the better chance they have of being successful in scaling up." ~ Randy Lambert

"When a firm's data is clean, structured, and fully integrated, technology stops being a barrier. It starts to become an enabler." ~ Randy Lambert

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Strategies for Sustainable Business Growth with Randy Lambert