Invest Well, Be Well

Randy Lambert - Future Ready: How Intention and Innovation Build Better Firms (and Lives)

Episode Summary

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Randy Lambert, Head of RIA Solutions at Intention.ly. With three decades in the Registered Investment Advisor (RIA) and FinTech space, Randy has a proven track record of scaling operational processes to manage elite level growth. By comprehensively understanding the RIA operational process, he can enhance processes and provide value that creates a great client and employee experience. His passion is leading a talented team that supports our mission to help every client maximize their Orion experience. His team does this by championing a proven process that empowers advisors to focus on their top priorities with the highest impact for the advisory firm.

Episode Notes

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

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