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 firms
05:08 - The three core pillars of a thriving firm: methodology, roadmaps, and human capital
08:17 - How RIAs can maximize their tech stack and operational efficiency
09:01 - The biggest pain points RIAs face when scaling
10:29 - Why what got you to $1B AUM won't get you to $10B
12:12 - The #1 mistake leaders make when rolling out new initiatives
15:33 - How to get buy-in from your team and avoid top-down failures
16:45 - The right way to lead up, down, and across your organization
21:55 - Why Deliver Advice is EOS for financial services—with a tactical twist
25:08 - Super Bowl prediction: Will the Eagles fly?
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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.
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