Don’t Take a Top-Down Approach to New Initiatives with Randy Lambert and Jason Mirabella, Intention.ly

Are you making the biggest mistake in your business by failing to scale strategically?Kelly Waltrich sits down with Randy Lambert and Jason Mirabella, the visionaries behind Intention.ly’s recently launched Deliver Advice operating system, to discuss how RIAs and fintech firms can overcome growth challenges, optimize operations, and build thriving businesses.With decades of leadership experience—Randy as former President of Orion and Jason as a strategic operations expert—the duo shares how to implement the Deliver Advice framework to scale human capital, improve customer experience, and avoid common leadership pitfalls.Kelly, Randy, and Jason discuss:03:29 - What is Deliver Advice? The framework for scaling RIAs and fintech firms05:08 - The three core pillars of a thriving firm: methodology, roadmaps, and human capital08:17 - How RIAs can maximize their tech stack and operational efficiency09:01 - The biggest pain points RIAs face when scaling10:29 - Why what got you to $1B AUM won't get you to $10B12:12 - The #1 mistake leaders make when rolling out new initiatives15:33 - How to get buy-in from your team and avoid top-down failures16:45 - The right way to lead up, down, and across your organization21:55 - Why Deliver Advice is EOS for financial services—with a tactical twist25:08 - Super Bowl prediction: Will the Eagles fly?Connect with Kelly Waltrich: LinkedIn: Kelly WaltrichLinkedIn: Intention.lyX: Intention.lyInstagram: Intention.lyConnect with Randy Lambert: LinkedIn: Randy Lambert Connect with Jason Mirabella: LinkedIn: Jason Mirabella About Our Guest: Randy Lambert is EVP of RIA Solutions at Intention.ly, bringing over three decades of experience building and scaling RIA and WealthTech platforms. As a former executive at Orion, he played a pivotal role in growing the firm's AUM from $85 million to $70 billion and scaling their WealthTech platform to $4 trillion in AUA. Randy specializes in optimizing support models, enhancing client experience, reducing operational friction, and building high-performing teams. Jason Mirabella is the Platform Architect at Intention.ly, bringing over 24 years of experience in financial services with a deep focus on operational leadership, platform design, and wealth management. As the former COO of WealthSource Partners, he led strategic operations for a firm managing over $2 billion in AUM. 📩 Stay Informed – Join Our Newsletter!Stay ahead of industry trends and get exclusive updates straight to your inbox: Sign Up Now https://intention.ly/💬 Let’s Talk!Have questions or ready to start your next marketing campaign? Contact us: https://intention.ly/contact-us/