
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 #1
Introducing the Don't Do That Podcast!
Join host Kelly Waltrich, CEO and Co-founder of Intention.ly as she uncovers the secrets behind impactful growth strategies, explores building top-tier marketing teams, and challenges outdated agency practices for fintech companies eyeing transformative progress.

Listen Now → Episode #2
Don’t Do That: Don’t Assume You Know What Your Clients Want
Kelly Waltrich and H. Adam Holt, CEO and Founder of Asset-Map Holdings, explore the often overlooked gaps between what clients want and what advisors deliver.

Listen Now → Episode #3
How AI is Revolutionizing the Advisor-Client Journey
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.

Listen Now → Episode #4
Stop Trying to Do Everything Yourself
Kelly Waltrich sits down with fintech legend Joel Bruckenstein to discuss the evolution of technology in wealth management, the role of AI, and the critical mistakes advisors make when building their tech stacks.

Listen Now → Episode #5
DON’T TAKE A TOP-DOWN APPROACH TO NEW INITIATIVES
Kelly Waltrich sits down with Randy Lambert and Jason Mirabella, the visionaries behind Intention.ly’s recently launched Deliver Advice operating system, to discuss how RIAs and fintech firms can overcome growth challenges, optimize operations, and build thriving businesses.

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.