Every business touts that it can help you grow, scale, and improve efficiency. Humans are constantly inundated with this repetitive marketing messaging from many different businesses that have little proof to back up the claims, which makes standing out in a crowded space increasingly difficult.  

Kelly Waltrich, CEO and Co-Founder at Intention.ly, believes that leaders should reimagine and modernize their marketing approach to match the needs of their consumers. Marketing should be a strategic driver of company vision and revenue, but many businesses are not using it to their advantage or quantifying the claims they make. Instead, they get lost in the sea of sameness. 

In this episode, Kelly speaks to Rebekah and Mac about how to differentiate your firm’s marketing strategy, how to strengthen your marketing claims, and how Kelly has leveraged community as a business leader. 

Key Takeaways

• [01:14 ] - An introduction to Kelly Waltrich.


• [03:05 ] - Kelly’s experience as a female founder.


• [05:51 ] - What is modern marketing?


• [09:36 ] - How to differentiate your firm’s marketing strategy.


• [12:39 ] - How to strengthen your marketing claims. 


• [13:42 ] - What aspect of creativity does Kelly enjoy the most?


• [17:25 ] - How Kelly has leveraged community as a business leader.


• [18:51 ] - How do struggling firms build communities? 


• [19:58 ] - Who excels at developing community?


• [26:01 ] - The biggest compliance issues companies encounter. 


• [30:37 ] - The best way to get in touch with Kelly.

Quotes

[03:23 ] - “I would be lying if I said that I didn't run into some moments where I thought to myself, ‘this would totally not be happening if I was a male founder.” But in those moments, I try to make the right decision and blow past them. I’ve fired clients who aren't kind. I've walked away from partnerships where I felt like they thought maybe I didn't know that they were trying to take advantage of me. I try to find the quickest way out of those situations and keep moving on towards our goals. But the beauty of it is, there are a lot of phenomenal people in this industry who are trying to make sure that women founders are successful.” ~ Kelly Waltrich

[04:40 ] - “I have a list of non-negotiables for myself. They've evolved a little as I've gone from my role in-house to an entrepreneur, but the main pillars of them remain the same. Nobody knows what they are except for me. And I stick to them.” ~ Kelly Waltrich

[06:11 ] - “The mission that I am on is really to evolve founders and leaders' mindsets to realize that marketing should be a strong driver of company vision and revenue. If you have the right people and if you are resourcing the team appropriately, it can truly be your biggest asset for growth.” ~ Kelly Waltrich

Links

• Kelly Waltrich on LinkedIn


• Intention.ly


• The Social Dilemma

Connect with our hosts

• Smartria


• Mac on LinkedIn


• Rebekah on LinkedIn

Subscribe and stay in touch

• Apple Podcasts


• Spotify


• Google Podcasts

Learn more about Smartria

Creativity, Community, and Compliance is brought to you by Smartria, an award-winning compliance management platform for compliance consulting firms and RIA networks. We excel at making the complex and frustrating world of compliance simple to manage and easy to understand. Want to get a behind-the-scenes tour and check it out? Reach out to us at hello@smartria.com and take a peek at our website, smartria.com.