business
Hosted by Kelly Waltrich · business · EN-US
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 the road to success (whatever that might be for you), so you can take a shortcut to your goals.
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Contact path
Public web form
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchIntroducing 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.
Don't Do That is hosted by Kelly Waltrich. The show has published 47 episodes to date.
Recent episodes include "Don't Do That: Don't Wait Until You're 100% Ready" (25 September 2026, 45 minutes), "Don't Do That: Don't Be Vague When You Say No" (17 September 2026, 51 minutes), and "Don’t Do That: Don’t Miss the Moment to Send the Card" (3 September 2026, 30 minutes).
Don't Do That publishes roughly every two weeks, with episodes averaging 41 minutes across 47 episodes.
Booking probability for Don't Do That is 30%, and the host is rated Selective on guests. Don't Do That requires a Pod Score of 80 or higher. Don't Do That's contact route on record: public web form.
The strongest fits for Don't Do That are Investing & Wealth Management and Investment Banking & Trading. Don't Do That has a business audience.
Kelly Waltrich hosts Don't Do That, a business podcast with 47 episodes published.
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Episode #48
On this episode of Don't Do That, Kelly Waltrich sits down with Anita Knotts, founder and CEO of the Lotus Women's Institute, for conversation about women in wealth management, agency at work, and the real cost of...
Episode #47
On this episode of Don't Do That, Kelly Waltrich sits down with David Coyle, head of growth at Aqua, for a conversation built on decades of shared history in fintech and financial services. David walks through a career...
Episode #46
In this episode of Don’t Do That , Kelly Waltrich sits down with Mary Ellen Harden, a relationship marketing expert and greeting card advocate at Hallmark Business Connections, to discuss why personal gestures still...
Don't Do That
In this episode of Don’t Do That , Kelly Waltrich sits down with Cary Carbonaro, CFP®, Managing Advisor and Women and Wealth Ambassador at Ashton Thomas Private Wealth, for a candid conversation about making wealth...
Episode #44
<p>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...
Episode #43
<p>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...
<p>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...
<p>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...
<p>In this powerful and deeply human episode of Don’t Do That, Kelly Waltrich sits down with history-making Broadway star Sandra Joseph to explore the pressure of performing at the highest level—and the dangerous...
Episode #39
<p>In this thoughtful and energizing episode of Don’t Do That, Kelly Waltrich sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement and Endeavor Law, to explore why retirement planning—and...
<p>In this inspiring and heartfelt episode of Don’t Do That, Kelly Waltrich sits down with Matt Schulte, the longtime head of financial planning at eMoney Advisor, who recently retired after 25 remarkable years...
Episode #37
<p>In this candid and deeply thoughtful episode of Don’t Do That, Kelly Waltrich sits down with Dani Fava, Chief Strategy Officer at Carson Group, to unpack leadership, AI, career growth, and one of the most common (and...
<p>In this candid, hilarious, and deeply insightful episode of Don’t Do That, Kelly Waltrich turns the microphone on longtime friend and industry creative force Matt Ackermann. Known for asking the questions, Matt opens...
<p>In this powerful and wildly insightful episode, Kelly Waltrich sits down with Jack Devine, former CIA spymaster, intelligence expert, and the man who helped shape some of the most pivotal moments in modern...
<p>What happens when you inflate your firm's numbers in a press release? </p><p>Jimmy Moock, Managing Partner at StreetCred, has a simple answer: reporters will check, you'll get caught, and the damage will spread fast...
<p>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...
<p>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...
<p>What does it take to build a platform that attracts entrepreneurial advisors while simultaneously making strategic acquisitions that most firms wouldn't even consider?</p><p>In this episode, host Kelly Waltrich sits...
<p>What’s the one operational mistake that can quietly erode margins and stall growth? For Matt Sonnen, COO of Coldstream Wealth Management and creator of The COO Society, it’s misinterpreting fiduciary duty, a trap...
<p>What does it really take to succeed in financial services—and in life? On this episode of Don’t Do That, Kelly Waltrich welcomes Ryan Marcus, Chief Business & Engagement Officer at Binah Capital Group, a financial...
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