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.