Rephonic
Artwork for Don't Do That

Don't Do That

Kelly Waltrich
Financial Services
Entrepreneurship
Marketing
Leadership
Client Relationships
Visibility For Restaurants
Client Relationship Management
Fintech
Wealth Management
Financial Advisory Services
Advisor Productivity
Financial Advisory Industry
Listening
Team Building
Client Needs Assessment
T3 Technology Conference
Technology Adoption
Operational Strategy
Deliver Advice
Marketing Process

Introducing 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

PublishesWeeklyEpisodes34Foundeda year ago
Number of ListenersCategory
Business

Listen to this Podcast

Artwork for Don't Do That

Latest Episodes

What happens when you inflate your firm's numbers in a press release? 

Jimmy Moock, Managing Partner at StreetCred, has a simple answer: reporters will check, you'll get caught, and the damage will spread fast. In this episode, Jimmy and host Kelly ... more

YouTube

What happens when talented advisors spend significant money on marketing but see little to no results? For Lara Galloway, Head of Growth at Elevation Point, the culprit is a common misconception: mistaking activity for strategy. Volume won't fix a la... more

YouTube

What's the career mistake that can derail your confidence, drain your energy, and impact every area of your life? For Graham Thomas, Chief Revenue Officer at The Compound Media, it's falling in love with a job before asking the hard questions.

In th... more

YouTube

What does it take to build a platform that attracts entrepreneurial advisors while simultaneously making strategic acquisitions that most firms wouldn't even consider?

In this episode, host Kelly Waltrich sits down with Nate Lenz, CEO and Co-Founder... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Winston Justice
CEO of SageSpring
SageSpring Private Wealth
Episode: Don’t Do That: Don’t Miss the Moment with Winston Justice, SageSpring Private Wealth
Patti Brennan
CEO of Key Financial, bestselling author, and a leader in financial advisory
Key Financial
Episode: Don’t Do That: Stop Kidding Yourself About the Future of Your Business with Patti Brennan, Key Financial
Joe Steuter
Partner and friend of Kelly Waltrich with a background in finance and marketing
Intention.ly
Episode: Don’t Do That: Don’t Knock on the Door Without a Key with Joe Steuter, Intention.ly
Sara Baker
Head of M&A at Allworth
Allworth Financial
Episode: Ditch the Weekly Scorecard and Focus on What Matters with Sara Baker, Allworth Financial
Marwa Zakharia
Consultant, former CEO of Assetbook, and advocate for team dynamics and leadership development.
MZ Global Consulting
Episode: Don’t Create an Echo Chamber with Marwa Zakharia, MZ Global Consulting
Molly McClure
Head of US Marketing at Intelliflow, with almost 20 years in marketing roles
Intelliflow
Episode: Stop Hiring Experts and Micromanaging Them with Molly McClure, intelliflo
Mark Gilbert
CEO and founder of Zocks
Zocks
Episode: Don’t Wait to Start Marketing with Mark Gilbert, Zocks
Ainslie Simmonds
Fintech expert and innovator at BNY, focused on improving advisor productivity and technology integration
BNY
Episode: Avoid Hiring Brilliant Jerks with Ainslie Simmonds, BNY
Billy Hopkins
CEO of Silver Oak Securities
Silver Oak Securities
Episode: Stop Thinking Small with Billy Hopkins, Silver Oak Securities

Host

Kelly Waltrich
CEO and Co-Founder of Intentionally, host of the Don't Do That Podcast, specializing in leveraging authentic stories from leaders to guide professionals in their business journeys.

Reviews

5.0 out of 5 stars from 30 ratings
  • 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 Podcasts
    5
    Jsoda
    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 Podcasts
    5
    Tina C. Powell
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the authenticity and real-world insights shared by guests, distinguishing this show from more conventional advice-based podcasts.
The focus on learning from mistakes resonates with professionals seeking relatable content and effective strategies rather than generic tips.
Many reviews suggest that the storytelling approach is engaging, making the podcast both informative and enjoyable to listen to.

Talking Points

Recent interactions between the hosts and their guests.

Don’t Compare Yourself to the Average with Jamie Hopkins, WSFS, Bryn Mawr Capital Management
Q: What are we not doing today?
We are not comparing ourselves to the averages.
Don’t Go At It Alone with David Wood, Gateway Financial Partners
Q: What do you see the next five years? What is the landscape going to look like?
You're going to see continued consolidation in the broker-dealer space, with more advisors looking for ownership and support rather than independence.
Don’t Go At It Alone with David Wood, Gateway Financial Partners
Q: What are we not doing today?
We're not going it alone.
Don’t Do That: Don’t Miss the Moment with Winston Justice, SageSpring Private Wealth
Q: What is one piece of advice you would give to not miss important moments?
To be present and enjoy where you're at; it's a constant choice that needs to be made every day.
Stop Waiting for Your Turn to Talk with Jack Sharry, SEI LifeYield
Q: So what is the change? What is causing that?
Jack describes his excitement due to the positive reception and partnerships formed at SEI LifeYield, emphasizing his mission-driven approach and commitment to contributing positively to the industry.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Don't Do That

What is Don't Do That about and what kind of topics does it cover?

Focused on providing genuine insights and lessons learned from the financial services industry, this podcast features conversations with experienced professionals who share their candid moments of failure and the valuable takeaways from these experiences. Episodes often highlight the importance of authenticity and adaptability while discussing a wide range of topics related to entrepreneurship, wealth management, marketing strategies, and leadership dynamics. By emphasizing the real stories behind successes, it seeks to foster a culture of learning through shared experiences rather than generic advice, making it a refreshing alternative for listeners looking for practical guidance in their professional journeys.

Where can I find podcast stats for Don't Do That?

Rephonic provides a wide range of podcast stats for Don't Do That. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Don't Do That and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Don't Do That get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Don't Do That, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Don't Do That?

Rephonic provides comprehensive predictive audience data for Don't Do That, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Don't Do That have?

To see how many followers or subscribers Don't Do That has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Don't Do That?

These podcasts share a similar audience with Don't Do That:

1. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of Don't Do That are there?

Don't Do That launched a year ago and published 34 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Don't Do That?

Rephonic pulls ratings and reviews for Don't Do That from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Don't Do That?

Rephonic provides full transcripts for episodes of Don't Do That. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days