It’s All About Execution With Kelly Waltrich (Ep.34)

It’s All About Execution With Kelly Waltrich (Ep.34)

Marketing and sales go hand in hand when it comes to building your business. But, creating your marketing ideas will only take you so far without executing them.

In this episode, Matt Ackermann is joined by Kelly Waltrich, co-founder of Kelly shares her knowledge of execution, building a plan with her team and creating the vision of her clients into reality. She reveals quick tips for developing your image and the details that are often missed.

Kelly discusses:

  • How to individualize yourself
  • The importance of having a great team
  • The non glamorous side of planning
  • How to turn growth plans into reality
  • And more

Connect With Kelly Waltrich:

Connect With Matt Ackermann:

About Our Guest:

For over 15 years, Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.


Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Kelly Waltrich  is the co-founder of and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

Comments are closed.