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

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

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

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