Don't Do That
Kelly WaltrichIntroducing 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 th... more
| Publishes | Twice monthly | Episodes | 43 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In 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 growth, prospecting, and technology. They explore the shift from passive r... more
In 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 wealth tech evolution, advisor workflows, AI, and one of the most commo... more
In 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, operational scale, advisor support, marketing, and the technology decisions tha... more
In 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 advisory industry is heading and what it takes to stay ahead of the curve... more
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- No Holding Back
A+ on podcasting voice and storytelling. IFYKYK, Kel is arguably the greatest marketing exec finserv has ever seen. By only airing legitimate and authentic stories from leaders who actually moved the needle in remarkable ways, this pod is finally a breath of fresh air. If a guest is on here, they are the real deal. The truth about marketing is that it’s fun, it’s adventurous and it’s the best time to be in the CMO seat. But most firms struggle to keep talent or effectively deploy resources to ca... more
Apple Podcasts5Jsoda
United Statesa year ago - A Breath of Fresh Air
While other podcasts take an idealistic view to success, Kelly Waltrich approaches the conversation with a fresh lens. Her guests, many of them fintech founders and CEOs, are some of the biggest names in the industry who don’t shy away from keeping it real. Well done Kelly 🙌 I’m hooked!
Apple Podcasts5Tina C. PowellUnited Statesa year ago
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Frequently Asked Questions About Don't Do That
What is Don't Do That about and what kind of topics does it cover?
A candid, practitioner-focused show where leaders from financial services, fintech, and entrepreneurship share hard-won lessons from their paths to success. Episodes center on real-world mistakes, leadership dynamics, client relationships, and growth strategies, with a clear emphasis on practical takeaways over hype. Listeners can expect thoughtful discussions about building sustainable advisory practices, marketing in financial services, leadership development, and navigating industry shifts like consolidation and AI-enabled marketing. A standout throughline is the host's emphasis on authenticity, accountability, and keeping human connections at the center of growth, making it especially useful for executives, marketers, and advisors seeki... more
Where can I find podcast stats for Don't Do That?
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How many listeners does Don't Do That get?
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What are the audience demographics for Don't Do That?
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How many subscribers and views does Don't Do That have?
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Which podcasts are similar to Don't Do That?
These podcasts share a similar audience with Don't Do That:
1. Planning & Beyond®
2. This Week in Wealth
3. Building The Billion Dollar Business
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. The Practical Planner
How many episodes of Don't Do That are there?
Don't Do That launched a year ago and published 43 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Don't Do That?
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Where can I see ratings and reviews for Don't Do That?
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How do I access podcast episode transcripts for Don't Do That?
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What guests have appeared on Don't Do That?
Recent guests on Don't Do That include:
1. Winston Justice
2. Patti Brennan
3. Joe Steuter
4. Sara Baker
5. Marwa Zakharia
6. Molly McClure
7. Mark Gilbert
8. Ainslie Simmonds
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.