Are you listening to understand, or just listening to respond? In this episode of Don't Do That, Kelly Waltrich is joined by Jack Sharry, who shares his journey from LifeYield to Managing Director at SEI following their December acquisition. Jack discusse

Are you carrying the weight of every business decision on your shoulders? In this episode of Don't Do That, Kelly Waltrich chats with Adrian AJ Johnstone, CEO and co-founder of Practifi, about the delicate balance of leadership decision-making. AJ shar

Are you tiptoeing around what really needs to be said? In this episode of Dont Do That, Jason Early, CEO and founder of RISR, joins Kelly Waltrich to talk about why tough conversations are so important. Bad news doesnt get better with time, Jason poin

What if AI could give you back nine hours a weekwould you take it? Mark Gilbert, CEO and founder of Zocks, joins host Kelly Waltrich for a conversation about the transformative potential of AI, a platform that actually delivers on its promise of saving a

Are you compromising your company's culture by hiring brilliant jerks? In this episode of Don't Do That, host Kelly Waltrich is joined by Ainslie Simmonds from BNY to discuss the importance of hiring for culture, avoiding toxic influences, and the power

Is your firm too focused on acquisitions while neglecting the power of organic growth? Kelly Waltrich welcomes John Wernz, a "reformed CMO" who now works with private equity firm Great Hill Partners as an Entrepreneur in Residence. Together, they explore

Are you limiting your growth potential by thinking too small? In this episode of Don't Do That, host Kelly Waltrich sits down with Billy Hopkins, CEO of Silver Oak Securities, to discuss the importance of thinking big, taking uncomfortable steps, and ado

Think having the best idea guarantees success? Think again. On this episode of the Dont Do That podcast, Kelly Waltrich and Brian Portnoy, CEO of Shaping Wealth, explore why great ideas alone aren't enough and how to ensure your message actually lands w

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.lys recently launched Deliver Advice operating system, to discuss how

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