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Randy Lambert - Future Ready: How Intention and Innovation Build Better Firms (and Lives)
Tune in to hear:
In this episode, we discuss Randy’s work at Intention.ly, what being future ready means and why it is so urgent now, what separates firms that strive through industry change from those that struggle, how Randy helped craft the culture at Orion and much more.
- How would Randy describe his professional journey and what led him to his current work at Intention.ly?
- What does being “future ready” mean in Randy’s view and why is it so urgent now?
- What separates firms that strive through industry change from those that struggle?
- How did Randy help craft the culture at Orion Advisor Solutions?
- How can wealth management firms stay resilient amid consolidation and changing client expectations?
- What does the phrase “human plus digital” really look like in practice?
- What is engagement AI and how is it changing the advisor experience?
- What are practical ways advisors can integrate data and new technology to really improve their efficiency and deepen client relationships?
- What’s an example of a firm going from a reactive to a proactive transformation?
- Looking ahead in the next couple of years, what does Randy think will define the most successful firms?
- What are some actionable steps that leaders can take today to really start future proofing their businesses?
- How is Randy investing in his family as empty nesters and what have they learned from being intentional about that?
- How does being intentional at home, and in his family life, help him lead more effectively at work?
- What fuels Randy’s contagious energy? How does he maintain this energy in high stress situations?
Quote
“Engagement AI surfaces insights and helps advisors anticipate [the] needs of the customer [and] deliver timely outreach. You know, these are just things that they haven’t been able to do in the past and now they have this layer of intelligence, with some of the tools that they have, that allow them to do that. So, a core part of what we do to help future proof firms is we help blend that data, the technology, into those outcomes that they’re looking for in the experience delivery of their service.” - [13:50] Randy Lambert
Links
- Randy Lambert on LinkedIn
- Intention.ly
- “Thunderstruck” by AC/DC
Connect with Us
- Rusty Vanneman on LinkedIn
- Robyn Murray on LinkedIn
View all episodes
By Rusty Vanneman CMT CFATune in to hear:
In this episode, we discuss Randy’s work at Intention.ly, what being future ready means and why it is so urgent now, what separates firms that strive through industry change from those that struggle, how Randy helped craft the culture at Orion and much more.
- How would Randy describe his professional journey and what led him to his current work at Intention.ly?
- What does being “future ready” mean in Randy’s view and why is it so urgent now?
- What separates firms that strive through industry change from those that struggle?
- How did Randy help craft the culture at Orion Advisor Solutions?
- How can wealth management firms stay resilient amid consolidation and changing client expectations?
- What does the phrase “human plus digital” really look like in practice?
- What is engagement AI and how is it changing the advisor experience?
- What are practical ways advisors can integrate data and new technology to really improve their efficiency and deepen client relationships?
- What’s an example of a firm going from a reactive to a proactive transformation?
- Looking ahead in the next couple of years, what does Randy think will define the most successful firms?
- What are some actionable steps that leaders can take today to really start future proofing their businesses?
- How is Randy investing in his family as empty nesters and what have they learned from being intentional about that?
- How does being intentional at home, and in his family life, help him lead more effectively at work?
- What fuels Randy’s contagious energy? How does he maintain this energy in high stress situations?
Quote
“Engagement AI surfaces insights and helps advisors anticipate [the] needs of the customer [and] deliver timely outreach. You know, these are just things that they haven’t been able to do in the past and now they have this layer of intelligence, with some of the tools that they have, that allow them to do that. So, a core part of what we do to help future proof firms is we help blend that data, the technology, into those outcomes that they’re looking for in the experience delivery of their service.” - [13:50] Randy Lambert
Links
- Randy Lambert on LinkedIn
- Intention.ly
- “Thunderstruck” by AC/DC
Connect with Us
- Rusty Vanneman on LinkedIn
- Robyn Murray on LinkedIn