Don't Do That

Latest Episodes
Don’t Take a Top-Down Approach to New Initiatives with Randy Lambert and Jason Mirabella, Intention.ly
Are you making the biggest mistake in your business by failing to scale strategically? Kelly Waltrich sits down with Randy Lambert and Jason Mirabella, the visionaries behind Intention.ly’s recently launched Deliver Advice operating system, to discuss how
Stop Trying to Do Everything Yourself with Joel Bruckenstein, T3 Technology Tools for Today
Are you making the biggest mistake in your business by trying to do everything yourself? In this episode of Don't Do That, host Kelly Waltrich sits down with fintech legend Joel Bruckenstein to discuss the evolution of technology in wealth management, the
How AI is Revolutionizing the Advisor-Client Journey with Eric Clarke
Are you scrambling to keep pace with the AI revolution? Kelly Waltrich sits down with Eric Clarke, a renowned influence in the financial services arena, to explore how AI is poised to transform the advisor-client journey. Eric shares insights from his ad
Don’t Assume You Know What Your Clients Want with H. Adam Holt, Asset-Map
Do you really know what your clients are looking for? Kelly Waltrich and H. Adam Holt, CEO and Founder of Asset-Map Holdings, explore the often overlooked gaps between what clients want and what advis
Introducing the Don’t Do That Podcast with Kelly Waltrich, Intention.ly
Welcome to the Dont Do That podcast, where we flip the script on financial and business advice. Instead of another playbook on what works, were diving into the dontsthe missteps, pitfalls, and hard lessons that every professional wishes they couldve
Don’t Do That Coming Soon
You have a mile-long to-do list, but do you have a pressure-tested to-dont list? Welcome to the Dont Do That Podcast. Im your host Kelly Waltrich, CEO and Co-Founder of Intention.ly, and my go