Welcome to the
Don’t Do That Podcast
Tune in for stories from tech and financial services industry leaders, innovators and entrepreneurs who have been there, done that – and don’t want to see you make the same mistakes.
Why Should You Care?
Let’s face it. Advice is too easy to get from people you shouldn’t be listening to.
And frankly, nobody needs another podcast featuring self-proclaimed experts telling you what you should be doing.
Lucky for you,
we’re not going to do that.
Instead, each episode of Don’t Do That will deliver real and raw lessons learned from the good, the bad and the ugly moments of the professional, and sometimes personal, lives of real business leaders to help you know what not to do in your own career..
Your host, Kelly Waltrich
Co-Founder & CEO of intention.ly
What you Won’t Hear:
Bland, canned, or trivial business cliches
Hypothetical solutions to what-if scenarios
Unproven, unsurprising or uninspiring advice from so-called “experts”
What you will Hear:
Real, relatable reflections from prominent business, tech and financial services leaders
Honest, objective insights on what didn’t work—and why—while rising within their roles
Practical perspectives on the missteps you should—and can—avoid along your own journey
LATEST EPISODES
What’s New on Our Not-to-Do List
Listen Now → Episode #14
DON’T DO THAT: STOP WAITING FOR YOUR TURN TO TALK
Kelly Waltrich interviews intelliflo’s Molly McClure on building their U.S. marketing, balancing creativity and data, and the impact of events like Future Proof Festival.
Listen Now → Episode #13
DON’T DO THAT: STOP WAITING FOR YOUR TURN TO TALK
Kelly Waltrich is joined by Jack Sharry, who shares his journey from LifeYield to Managing Director at SEI following their December acquisition.
Listen Now → Episode #12
DON’T DO THAT: DON’T DO ALL THE DECISION-MAKING YOURSELF
Adrian has over 20 years experience helping advice businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi’s go-to-market strategy and direction globally.
Have some do’s and don’ts to share? Share your story with us!
The most successful people I know go out of their way to help others avoid facing the same challenges they did. If that sounds like you, let’s talk about your future episode.