Join Kelly Waltrich, Co-Founder of Intention.ly, and Sheryl O’Connor, CEO of IncomeConductor, for a candid Trailblazer conversation about what intentional growth really looks like in an automated, AI-driven world.
Together, they’ll explore how leading firms are cutting through noise, building trust at scale, and aligning marketing, messaging, and follow-up to drive sustainable advisor growth without sacrificing authenticity or human connection.
You’ll learn how to:
- Build trust at scale in an AI-driven market (without sounding automated or the same as everyone else)
- Simplify demand generation so your marketing drives high-intent interest instead of just creating more activity
- Use AI intentionally to sharpen messaging, speed follow-up, and cut through the noise
Find out where AI can make the biggest impact for your practice, learn from what Waltrich has seen work (or not) for over 100 financial services firms, and get a practical roadmap you can apply right away to your 2026 growth goals.