Get exclusive updates as we build the industry’s first automated, multi-account Unified Managed Household. SIGN UP NOW
wealthtech on deck podcast - Randy Lambert

Strategies for Sustainable Business Growth with Randy Lambert

Listen on Apple Podcasts

Listen on Spotify

In this episode, Jack Sharry talks with Randy Lambert, EVP and Head of RIA Solutions at Intention.ly. Randy shares how his experience scaling Orion informs his work helping FinTech and RIA firms streamline operations, align marketing, and enhance client engagement. He highlights the importance of eliminating silos, implementing intelligent automation, and transforming operations from a cost center to a strategic growth engine.

What Randy has to say

“When a firm’s data is clean, structured, and fully integrated, technology stops being a barrier. It starts to become an enabler.”

– Randy Lambert, EVP and Head of RIA Solutions, Intention.ly

Read the full transcript

text here

SEI LifeYield info@lifeyield.com
SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
© 2025 SEI®. Services provided by SEI Investments Company through its affiliates and subsidiaries.
Privacy Notice  |  Terms of Use  |  
Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.