Fintech Impact

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.Episode Highlights01:16: 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.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.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.07:21: Kelly talks about a major red flag when people don't know the competitive landscape.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.10:29: As per Kelley it is important to clearly define goals and she is a stickler about the goal-