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 #10
Don’t Do That: Don't Wait to Start Marketing
Kelly Waltrich is joined by Mark Gilbert, CEO and founder of Zocks, to discuss the transformative potential of AI, the power of a platform that truly saves advisors time, and the costly mistake of waiting too long to build marketing momentum.
Listen Now → Episode #9
Don’t Do That: Avoid Hiring Brilliant Jerks
Kelly Waltrich is joined by Ainslie Simmonds from BNY to discuss the importance of hiring for culture, avoiding toxic influences, and the power of loving the problem rather than the answer.
Listen Now → Episode #8
DON’T IGNORE ORGANIC GROWTH IN FAVOR OF INORGANIC 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 a common pitfall in the financial advisory industry: prioritizing acquisitions and inorganic growth at the expense of developing strong organic growth capabilities.
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.