About this podcast
Introducing the Don’t Do That podcast hosted by Kelly Waltrich: Sick of self-proclaimed experts on podcasts telling you what to do? Us too. Don’t Do That, hosted by Kelly Waltrich, is the antidote to canned cliches and generic business advice perpetuated on the popular platform. Every episode features a financial services leader, entrepreneur, or innovator sharing the mistakes he or she made on the road to success (whatever that might be for you), so you can take a shortcut to your goals.
Episodes
The newest 20 of 48 episodes
- Don't Do That: Don't Use Hope as a Strategy · 53 min · Season 2 Episode 49On this episode of Don’t Do That, Kelly Waltrich sits down with Sean O’Toole, founder of 1776ing and CEO of 1776 Wealth, for a conversation about private markets, AI, and why…
- Don't Do That: Don't Wait Until You're 100% Ready · 45 min · Season 2 Episode 48On this episode of Don't Do That, Kelly Waltrich sits down with Anita Knotts, founder and CEO of the Lotus Women's Institute, for conversation about women in wealth management…
- Don't Do That: Don't Be Vague When You Say No · 51 min · Season 2 Episode 47On this episode of Don't Do That, Kelly Waltrich sits down with David Coyle, head of growth at Aqua, for a conversation built on decades of shared history in fintech and…
- Don’t Do That: Don’t Miss the Moment to Send the Card · 30 min · Season 2 Episode 46In this episode of Don’t Do That, Kelly Waltrich sits down with Mary Ellen Harden, a relationship marketing expert and greeting card advocate at Hallmark Business Connections, to…
- Don’t Do That: Don’t Treat Women Like Male Clients with Cary Carbonaro, Ashton Thomas Private Wealth · 45 minIn this episode of Don’t Do That, Kelly Waltrich sits down with Cary Carbonaro, CFP®, Managing Advisor and Women and Wealth Ambassador at Ashton Thomas Private Wealth, for a…
- Don’t Do That: Don’t Skip the Foundation to Chase Fast Growth with Mike Barrasso and David DeCelle, WealthReach · 39 min · Season 2 Episode 44In this episode of Don’t Do That, Kelly sits down with Mike Barrasso and David DeCelle, co-founders of Wealth Reach, to break down how modern advisory firms should think about…
- Don’t Do That: Don’t Confuse Complexity for Value with Mike Betz, Nitrogen · 36 min · Season 2 Episode 43In this thoughtful and insight-packed episode of Don’t Do That, Kelly sits down with Mike Betz, Director of Strategic Partnerships at Nitrogen, for a wide-ranging conversation on…
- Don’t Do That: Don’t Buy Mission-Critical Tech Based on the Roadmap with Chuck Failla, Sovereign Financial Group · 34 min · Season 2 Episode 42In this candid and fast-moving episode of Don’t Do That, Kelly sits down with Chuck Failla, Founder and CEO of Sovereign Financial Group, for a conversation about growth…
- Don't Do That: Don't Automate the Human Out of Your Practice with Reed Colley, Orion · 37 min · Season 2 Episode 41In this energizing and forward-looking episode of Don't Do That, Kelly Waltrich sits down with Reed Colley, President of Technology at Orion, for a conversation about where the…
- Don’t Do That: Don’t Wear the Mask of Perfection with Sandra Joseph, Keynote Speaker/Singer/Author/Broadway’s Longest-Running Leading Lady from The Phantom of the Opera · 38 min · Season 2 Episode 40In this powerful and deeply human episode of Don’t Do That, Kelly Waltrich sits down with history-making Broadway star Sandra Joseph to explore the pressure of performing at the…
- Don’t Do That: Don’t Treat Retirement Like One-Size-Fits-All with Bonnie Treichel, Endeavor Law · 24 min · Season 2 Episode 39In this thoughtful and energizing episode of Don’t Do That, Kelly Waltrich sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement and Endeavor Law, to…
- Don’t Do That: Don’t Stop Listening to Your Clients with Matt Schulte, eMoney Advisor · 53 min · Season 2 Episode 38In this inspiring and heartfelt episode of Don’t Do That, Kelly Waltrich sits down with Matt Schulte, the longtime head of financial planning at eMoney Advisor, who recently…
- Don’t Do That: Don’t Build Your Identity Around Being Needed with Dani Fava, Carson Group · 36 min · Season 2 Episode 37In this candid and deeply thoughtful episode of Don’t Do That, Kelly Waltrich sits down with Dani Fava, Chief Strategy Officer at Carson Group, to unpack leadership, AI, career…
- Don’t Do That: Don’t Skip the Sounding Board with Matt Ackermann, Integrated Partners · 38 min · Season 1 Episode 36In this candid, hilarious, and deeply insightful episode of Don’t Do That, Kelly Waltrich turns the microphone on longtime friend and industry creative force Matt Ackermann…
- Don’t Do That: Don’t Ignore Your Instincts with Jack Devine, The Arkin Group · 1 h 0 min · Season 1 Episode 35In this powerful and wildly insightful episode, Kelly Waltrich sits down with Jack Devine, former CIA spymaster, intelligence expert, and the man who helped shape some of the…
- Don't Do That: Don’t Lie to Reporters (They’ll Find Out) with Jimmy Moock, StreetCred · 40 min · Season 1 Episode 34What happens when you inflate your firm's numbers in a press release? Jimmy Moock, Managing Partner at StreetCred, has a simple answer: reporters will check, you'll get caught…
- Don't Do That: Don't Confuse Activity with Strategy with Lara Galloway, Elevation Point · 48 min · Season 1 Episode 33What happens when talented advisors spend significant money on marketing but see little to no results? For Lara Galloway, Head of Growth at Elevation Point, the culprit is a…
- Don't Do That: Don't Fall in Love with a Job Before Doing Your Due Diligence with Graham Thomas, The Compound Media · 49 min · Season 1 Episode 32What's the career mistake that can derail your confidence, drain your energy, and impact every area of your life? For Graham Thomas, Chief Revenue Officer at The Compound Media…
- Don’t Do That: Don’t Mistake Activity for Achievement with Nate Lenz, Concurrent · 38 min · Season 1 Episode 31What does it take to build a platform that attracts entrepreneurial advisors while simultaneously making strategic acquisitions that most firms wouldn't even consider? In this…
- Don’t Do That: Don’t Misinterpret Fiduciary Duty with Matt Sonnen, Coldstream Wealth Management and COO Society · 33 min · Season 1 Episode 30What’s the one operational mistake that can quietly erode margins and stall growth? For Matt Sonnen, COO of Coldstream Wealth Management and creator of The COO Society, it’s…
