Summary:

Welcome to the Don’t Do That podcast, where we flip the script on financial and business advice. Instead of another playbook on what works, we’re diving into the don’ts—the missteps, pitfalls, and hard lessons that every professional wishes they could’ve avoided. If you’ve ever wondered about the challenges behind polished success stories, this is your backstage pass. 

Let’s learn from what went wrong, so we can get it right.

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she uncovers the secrets behind impactful growth strategies, explores building top-tier marketing teams, and challenges outdated agency practices for fintech companies eyeing transformative progress.

Top takeaways: 

• What inspired Kelly’s diverse career path and the creation of Intention.ly
• How do unique team dynamics and culture play a role in Intention.ly’s success
• What is Intention.ly’s innovative approach to combining consulting with strategic execution
• How does marketing translate into revenue, and why is it important to turn strategy into actionable results
• How are technology and innovation shaping Intention.ly’s services, particularly with the Advisor Brand Builder tool
• And more

Connect with Kelly Waltrich: 

• LinkedIn: Kelly Waltrich
• LinkedIn: Intention.ly
• X: Intention.ly
• Instagram: Intention.ly