The comprehensive operating system powers sustainable growth for RIAs through strategic leadership alignment, client experience optimization, and enhanced scalability.
Intention.ly Expands RIA Solutions with New Growth-Driven Operational Framework, Led by Randy Lambert & Jason Mirabella
Media:
Tina Powell, Partner, Chief of Community
201-212-0072
tina@growintentionally.com
Intention.ly, a leading growth consultancy and marketing firm for fintech and financial services companies, is proud to announce the next evolution of its service offering under the leadership of Randy Lambert, EVP of RIA Solutions. In collaboration with RIA COO veteran Jason Mirabella, Lambert will spearhead the launch of Deliver Advice, a proprietary growth operating framework tailored to the unique needs and challenges of RIAs.
The Evolution of Growth Solutions at Intention.ly
Since joining Intention.ly six months ago, Lambert has taken the time to deeply understand the firm’s client base, service lines, and the potential for expanding its impact. This deliberate approach has culminated in the development of Deliver Advice, an operating system designed specifically for RIAs. The framework empowers firms to align their C-suite around a unified operating model, fostering collaboration and accountability to bring their vision to life.
“My time at Intention.ly has been about discovery—understanding the depth of our clients' needs and the incredible breadth of our capabilities,” said Lambert. “Partnering with Jason Mirabella to create a business operating framework that speaks directly to RIA challenges is a natural evolution of our mission to deliver actionable, transformative growth strategies.”
Introducing Deliver Advice
The Deliver Advice framework is built to address the most pressing operational and growth-related pain points RIAs face, creating a roadmap to sustainable growth and operational excellence. Its modular design enables firms to implement specific solutions while maintaining a cohesive vision for long-term development.
Intention.ly’s new offering will initially be rolled out with five key modules that cover every aspect of the firm’s operating system:
- Strategic Alignment – Establishing a shared vision and priorities across the leadership team.
- Operational Excellence – Streamlining processes and maximizing technology to enhance scalability and efficiency.
- Client Experience Optimization – Elevating every touchpoint to increase client satisfaction and retention.
- Revenue Growth Engine – Building feedback systems to drive predictable service that is scalable and drives organic growth.
- Leadership Development – Equipping leaders with tools to inspire and manage high-performing teams.
“Deliver Advice is more than a framework—it’s a growth philosophy,” said Mirabella. “By addressing the unique challenges of RIAs, we’re helping firms move beyond generic solutions to a model that’s actionable and impactful.”
Reinforcing Intention.ly’s Industry Leadership
This announcement comes on the heels of Intention.ly’s continued expansion under CEO Kelly Waltrich’s vision to transcend traditional marketing boundaries and create a comprehensive growth engine for its fintech and financial services clients. With Lambert’s and Mirabella’s expertise in operational infrastructure and RIA solutions, Intention.ly remains unmatched in its ability to deliver integrated strategies that connect marketing, communications, sales, client experience, and operations.
“To achieve meaningful growth, RIAs need a partner who can both envision the future and design the steps to get there,” said Waltrich. “Deliver Advice is the embodiment of that approach, and with Randy and Jason at the helm, I couldn’t be more excited about the impact we’ll create together.”
To learn more about Deliver Advice, join Randy Lambert and Jason Mirabella for a live webinar on Thursday, February 20 at 2 PM ET. Click here to register.
About Intention.ly
Intention.ly is the go-to growth consultancy and marketing agency for the financial services industry. With a client roster that includes the most recognized names in the business, we’ve earned a reputation for driving transformative growth and success within an increasingly competitive landscape. We’re not just strategists – we’re doers, focused on meticulous execution that drives tangible results. With a direct, no-BS approach and deep industry expertise, Intention.ly helps firms break through the noise, rise above the never-ending sea of sameness, and accelerate towards their goals.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250131097520/en/
