Best Helios Consulting Podcasts (2025)

1
Don't Abandon Your Vision to Keep the Peace with Chris Shuba, Helios Quantitative Research 32:17

1d ago32:17

32:17

Are you compromising your company's vision to avoid difficult conversations? On this episode of Don't Do That, Kelly Waltrich sits down with Chris Schuba, CEO and Founder of Helios, for an honest discussion about the challenges of maintaining your entrepreneurial vision while building a team. Chris shares his unique approach to "insourcing" investm…

1
Don't Let the Noise Drown Out Your Inner Voice with Penny Phillips, Journey Strategic Wealth 28:21

8d ago28:21

28:21

Are you letting everyone else's opinions shape your decisions? On this episode of Don't Do That, Kelly Waltrich sits down with Penny Phillips, Founder of Journey Strategic Wealth, for a brutally honest conversation about entrepreneurship, motherhood, and building a financial advisory firm. Fresh off maternity leave with a three-month-old, Penny sha…

1
Don’t Pick Up Other People’s Trash with Heather Fortner, SignatureFD 37:29

15d ago37:29

37:29

Are you walking around with a bag full of other people's opinions about who you should be? On this episode of Don't Do That, Kelly Waltrich sits down with Heather Fortner, CEO of SignatureFD, for a refreshingly honest conversation about authenticity, leadership, and the messy reality of balancing it all. Heather shares her journey from trying to be…

1
Don’t Compare Yourself to the Average with Jamie Hopkins, WSFS, Bryn Mawr Capital Management 38:32

29d ago38:32

38:32

Is benchmarking your business by the "industry average" holding you back? In this episode of Don't Do That, Kelly Waltrich sits down with Jamie Hopkins, Chief Wealth Officer at WSFS Bank, to discuss leadership, talent development, and why average benchmarks might be limiting your growth potential. Jamie shares his experience transitioning from freq…

1
Don’t Create an Echo Chamber with Marwa Zakharia, MZ Global Consulting 36:58

1M ago36:58

36:58

Are you creating a culture where your team feels comfortable giving you honest feedback? As a seasoned Turnaround and Growth CEO, Marwa leads organizations through pivotal stages of their development across various industries, with a specialization in financial services and technology. Marwa’s approach combines deep operational insight with innovat…

1
Don’t Go At It Alone with David Wood, Gateway Financial Partners 33:36

1M ago33:36

33:36

Are you trying to build your advisory business without the right support systems? In this episode of Don't Do That, David Wood, Chief Visionary Officer at Gateway Financial, joins Kelly Waltrich to discuss why advisors shouldn't go it alone in today's changing financial services landscape, particularly as scale becomes increasingly important for su…

1
Stop Hiring Experts and Micromanaging Them with Molly McClure, intelliflo 41:48

2M ago41:48

41:48

Do you trust the experts you hired? In this episode of Don't Do That, Kelly Waltrich is joined by Molly McClure, Head of North America Marketing at intelliflo. Molly shares her experience building intelliflo's U.S. marketing presence from the ground up, the importance of balancing creativity with data-driven results, and why events like Future Proo…

1
Stop Waiting for Your Turn to Talk with Jack Sharry, SEI LifeYield 37:23

2M ago37:23

37:23

Are you listening to understand, or just listening to respond? In this episode of Don't Do That, Kelly Waltrich is joined by Jack Sharry, who shares his journey from LifeYield to Managing Director at SEI following their December acquisition. Jack discusses his excitement about building the industry's first full Unified Managed Household (UMH) platf…

1
Don’t Do All the Decision-Making Yourself with with Adrian “AJ” Johnstone, Practifi 28:19

2M ago28:19

28:19

Are you carrying the weight of every business decision on your shoulders? In this episode of Don't Do That, Kelly Waltrich chats with Adrian “AJ” Johnstone, CEO and co-founder of Practifi, about the delicate balance of leadership decision-making. AJ shares his journey of leading Practifi back to its roots serving RIAs and why growth should be purpo…

1
Stop Avoiding the Hard Conversations with Jason Early, RISR 22:27

3M ago22:27

22:27

Are you tiptoeing around what really needs to be said? In this episode of Don’t Do That, Jason Early, CEO and founder of RISR, joins Kelly Waltrich to talk about why tough conversations are so important. “Bad news doesn’t get better with time,” Jason points out, and saying the thing that needs to be said often leads to breakthrough moments. During …

1
Don’t Wait to Start Marketing with Mark Gilbert, Zocks 22:27

3M ago22:27

22:27

What if AI could give you back nine hours a week—would you take it? Mark Gilbert, CEO and founder of Zocks, joins host Kelly Waltrich for a conversation about the transformative potential of AI, a platform that actually delivers on its promise of saving advisors time, and the costly mistake of waiting too long to build marketing momentum. During th…

1
Avoid Hiring Brilliant Jerks with Ainslie Simmonds, BNY 31:41

3M ago31:41

31:41

Are you compromising your company's culture by hiring brilliant jerks? In this episode of Don't Do That, host Kelly Waltrich is joined by Ainslie Simmonds from BNY to discuss the importance of hiring for culture, avoiding toxic influences, and the power of loving the problem rather than the answer. Ainslie shares her journey from the fintech world …

1
Don’t Ignore Organic Growth in Favor of Inorganic Growth with John Wernz, Great Hill Partners 28:10

3M ago28:10

28:10

Is your firm too focused on acquisitions while neglecting the power of organic growth? Kelly Waltrich welcomes John Wernz, a "reformed CMO" who now works with private equity firm Great Hill Partners as an Entrepreneur in Residence. Together, they explore a common pitfall in the financial advisory industry: prioritizing acquisitions and inorganic gr…

1
Stop Thinking Small with Billy Hopkins, Silver Oak Securities 26:32

4M ago26:32

26:32

Are you limiting your growth potential by thinking too small? In this episode of Don't Do That, host Kelly Waltrich sits down with Billy Hopkins, CEO of Silver Oak Securities, to discuss the importance of thinking big, taking uncomfortable steps, and adopting an enterprise mindset to accelerate business growth. With 25 years of experience building …

1
Don’t Assume the Best Ideas Always Win with Brian Portnoy, Shaping Wealth 22:43

4M ago22:43

22:43

Think having the best idea guarantees success? Think again. On this episode of the Don’t Do That podcast, Kelly Waltrich and Brian Portnoy, CEO of Shaping Wealth, explore why great ideas alone aren't enough and how to ensure your message actually lands with your audience. Brian shares hard-earned insights from his 30-year journey from academia to e…

1
Don’t Take a Top-Down Approach to New Initiatives with Randy Lambert and Jason Mirabella, Intention.ly 28:34

4M ago28:34

28:34

Are you making the biggest mistake in your business by failing to scale strategically? 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…

1
Stop Trying to Do Everything Yourself with Joel Bruckenstein, T3 Technology Tools for Today 22:19

4M ago22:19

22:19

Are you making the biggest mistake in your business by trying to do everything yourself? In this episode of Don't Do That, host 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. With over…

1
How AI is Revolutionizing the Advisor-Client Journey with Eric Clarke 21:23

4M ago21:23

21:23

Are you scrambling to keep pace with the AI revolution? 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. Eric shares insights from his adventures, from sitting on multiple boards to advising companies on leveraging technology for gro…

1
Don’t Assume You Know What Your Clients Want with H. Adam Holt, Asset-Map 20:48

5M ago20:48

20:48

Do you really know what your clients are looking for? 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. Adam offers candid insights from his transformation as a “recovering advisor,” emphasizing the critical need to address real client pain …

1
Introducing the Don’t Do That Podcast with Kelly Waltrich, Intention.ly 32:47

5M ago32:47

32:47

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 …

1
Episode 14: Embracing Summer 26:53

11M ago26:53

26:53

Our newest episode of Motivation Monday is live! On this week's episode of Motivation Monday Kait and Henoc dive into the discussion of summer, they touch on how wonderful it is to see everyone come out and spend time together, the importance of building you confidence up especially in the summer when it's way too hot to hide behind our sweaters an…

1
Episode 14: The Duality of Bosses 24:02

11M ago24:02

24:02

Our newest episode of A Penny For Your Thoughts with Kait and Lauren just dropped! This week's episode is based around the duality of bosses, the good ones, the bad ones, the important aspects of a leader and what people in a leadership role can do to be better or support their workforce in a better way. Both Lauren and Kait discuss their experienc…

1
Pocket Change: The Future of AI in Technology and Governance 45:48

11M ago45:48

45:48

In this weeks episode of Pocket Change, welcomes back Brennen Schmidt, an author and globetrotting management consultant renowned for his expertise in cybersecurity, Artificial Intelligence, and technology strategy. Throughout this podcast Brennen shares his insights on the rapid evolution of AI, its adoption across various sectors, and the importa…

1
A Penny for Your Thoughts: Clap Out 20:07

12M ago20:07

20:07

Our newest episode of A Penny For Your Thoughts with Kait and Lauren just dropped! This week’s A Penny For Your Thoughts episode is based around celebratory leavings around a new way called a "clap out". Kait and Lauren story tell their past experiences within jobs and how the process of leaving them went, including how cool a clap out would have b…

1
Episode 13: New Experiences 26:14

12M ago26:14

26:14

Welcome back to a new Motivation Monday with Kait and Henoc Maurice! Get ready to take this week by storm by starting with these two! This episode is all about new things! That’s right, new things! But more specifically new hobbies and sports. Both Kait and Henoc have started a new journey in their lives, and share about their new passions with arc…

1
A Penny for Your Thoughts: Recognizing Yourself As A Whole 22:12

1y ago22:12

22:12

Our newest episode of A Penny For Your Thoughts with Kait and Lauren just dropped! This weeks A Penny For Your Thoughts podcast is diving into the important discussion of mental health and self awareness. Kait and Lauren touch on many subjects around mental health like confusion of identity and how outside world incidents like a job can affect your…

1
Pocket Change: Leadership and Everything Within 47:56

1y ago47:56

47:56

Our newest episode of Pocket Change is live! On this week's episode of Pocket Change Kait welcomes back Jim Reid for a second time. Jim is the author of the book "Leading to Greatness" and is also a speaker and executive coach with Forbes. These two indulge in some very meaningful and insightful topics ranging from strategies for leaders, all the w…

1
A Penny for Your Thoughts: Credibility 23:59

1y ago23:59

23:59

Our newest episode of A Penny For Your Thoughts with Kait and Lauren just dropped!! This week’s podcast is about credibility, being planful and insightfulness. You'll notice we have no key timestamps for this week's episode as these two lovely ladies talk about how important credibility and reliability is throughout. They dive into deep discussion …

1
Pocket Change: Dealing With Burn Out 58:29

1y ago58:29

58:29

Our newest episode of Pocket Change is live! On this week's episode of Pocket Change Kait is joined again by the wonderful Ruthana, an A-Typical Coach. This their second podcast together, and dare we is equal, if not better and far more jam packed with amazing content than their first episode together! These two new dive into great discussion on bu…

1
A Penny for Your Thoughts: Passion vs. Purpose 17:32

1y ago17:32

17:32

Our newest episode of A Penny For Your Thoughts with Kait and Lauren just dropped!! This weeks podcast is based around passion vs. purpose. What does your passion mean to you? How can you continue your passion even if it's not your main purpose in life? Kait and Lauren dive into laughter and great conversation about this topic all while sharing the…

1
Pocket Change: Meet Richard Basantes 46:45

1y ago46:45

46:45

Our newest episode of Pocket Change is live! On this week's episode of Pocket Change Kait is joined by Richard Basantes, serial entrepreneur and sales & marketing executive in the world of law. During this recording, Kait and Richard bounce back and forth sharing stories and insights across a spectrum of topics, including how Richard goes about his…

1
Episode 12: The Importance of Belonging 27:36

1y ago27:36

27:36

Our newest episode of Motivation Monday with Kait and Henoc Maurice is live! Join these two for an amazing episode back in action and ready to tackle the Mondays with motivation and positivity! During this episode, Kait and Henoc share wonderful conversation catching up on the weather (literally) and they discuss the importance of community and wha…

1
A Penny for Your Thoughts: Word of the Year 33:46

1y ago33:46

33:46

Our newest episode of A Penny For Your Thoughts with Kait and Lauren just dropped!! Put on your thinking caps for this week's episode where we jump right in and explore the "word of the year"! It's been a while since these two ladies have "come at 'cha" with a podcast, but we're back and swinging! Listen while these two friends talk about finding j…

1
Pocket Change: Meet Ruthana Seng 52:41

1y ago52:41

52:41

Our newest episode of Pocket Change is live! On this week's episode of Pocket Change Kait is joined by Ruthana Seng, a professional who defines herself as an "A-typical Coach". These two new friends engage in an enthusiastic conversation that covers the topics of leadership, cycle breaking, honoring the people who helped us (including past versions…

1
Pocket Change: Meet Desirae Desnomie 1:04:02

1y ago1:04:02

1:04:02

This weeks episode of Pocket Change is live! This week Kait is welcoming Desirae Desnomie, Mother, Indigenous Content Creator and friend. These two dive into a deep and meaningful conversation on personal growth, education, as well as the journey of Desirae's sobriety and how its impacted her life. These two share stories and insights into the live…

1
Pocket Change: Meet Jade Alberts 47:12

1y ago47:12

47:12

On this week's episode of Pocket Change Kait is joined by Jade Alberts, entrepreneur, business owner and mental health advocate. Join Kait and Jade as they discuss the life of being an entrepreneur and the importance of mental health within the entrepreneurship. Through this episode, these two not only discuss the mental health aspect of entreprene…

1
Pocket Change: The "C" word: Conflict 13:38

1+ y ago13:38

13:38

Our new episode of Pocket Change is live! We welcome you back to this week's podcast where Kait takes a deep dive into the "C" word, conflict. What is conflict? Kait covers what conflict is, how you can use it within business, how you can applying it and how to resolve conflict. Always in conflict internally and externally? Do you see it as a bad t…

1
Pocket Change: Meet Mike Donoghue 40:00

1+ y ago40:00

40:00

On this week's episode of Pocket Change Kait is joined by Mike Donoghue, Helios' Managing Partner. Join these two as they take a deep dive into what it's like working in the North Sea, learning the ropes and risks that come along with it! This podcast is both informative and entertaining as conversation flows freely between Mike and Kait (which, if…

1
Pocket Change: The Trust Equation 12:41

1+ y ago12:41

12:41

Our new episode of Pocket Change is live! In this week's podcast Kait is joined by none other than herself! Kait speaks on the importance of trust, diving into the Trust Equation where she goes in depth of what it is and how you can lean in. She certainly won't leave you in confusion as she breaks it down step by step and how putting your self orie…

1
Pocket Change: Meet Earl Silinski 37:10

1+ y ago37:10

37:10

Our newest episode of Pocket Change is live! Welcome back to Pocket Change after a brief hiatus! We’re delighted to kick this new season off with Earl Silinski, Operations & Farm Manager and Cree man reclaiming his culture. In this podcast we get to know who Earl is as he shares the stories of how he became the man he is. These two friends have a g…

1
A Penny For Your Thoughts: Holidays Are Here! 27:30

1+ y ago27:30

27:30

Welcome back to our newest episode of A Penny For Your Thoughts, with Kait and Lauren! Lauren and Kait dive right into this podcast, jam packed with tips on surviving the holidays and how you can reduce the stress and make everything come together. If you're worried about the holidays let these two lovely ladies support you! They share laughs and t…

1
Episode 11: Value Within The Darkness 18:06

1+ y ago18:06

18:06

Welcome back to another Motivation Monday with Kait and Henoc Maurice! Join the two for a wonderful episode where they discuss how to survive and make the most out of these cold dark months. In this episode, Kait and Henoc have an amazing discussion, with laughter and motivation around every turn. The two discuss how to stay motivated within the co…

1
A Penny for Your Thoughts: Change your mindset, Create your success 26:30

1+ y ago26:30

26:30

Welcome back to our latest episode of A Penny For Your Thoughts, with Kait and Lauren! This episode Lauren and Kait can't help but leave us wanting for more as they dive deep into the topic of being authentic, how we can bring more of US to the holidays around the corner, instead of stressing out. They share a great discussion about picking one wor…

1
Episode 10: Celebration 25:00

1+ y ago25:00

25:00

Welcome back to another Motivation Monday with Kait and Henoc Maurice! Join these two for an exciting podcast on the topic of celebration and how to value the experiences you’ve had! In this episode, our two favorite people discuss the topics around celebration, including holidays, family birthdays, and their own birthdays! They cover it all. Kait …

1
Pocket Change: Meet Alyse Lakeman 43:46

1+ y ago43:46

43:46

Our newest episode of Pocket Change is live! Join Kait as she welcomes Alyse Lakeman, photographer, daughter, older sister and business owner. Kait and Alyse share a beautiful podcast, sharing stories, experiences of bouncing back from adversity, and love. The two dive into Alyse's career and how she left a job she dreaded, to taking a leap and…

1
Pocket Change: Meet Stephanie Lawson 41:56

1+ y ago41:56

41:56

Our newest episode of Pocket Change is live! On this week's episode of Pocket Change Kait is joined by close friend and [almost] family member Stephanie Lawson. These two share a wonderful discussion that crosses many topics. The discussion ranges from business, to their experiences in work throughout their lives. The two talk about Stephanie and b…

1
Pocket Change: Making "cents" of AI with Brennen Shmidt 51:41

1+ y ago51:41

51:41

Our new episode of Pocket Change is live! On this week's episode of Pocket Change Kait is joined by Brennen Schmidt. The two share interesting (and mind-blowing!) conversations around the topic of AI and more specifically. Chat GPT. Brennen shows Kait new functionality within Chat GPT and they share an interactive discussion on what we can see with…

1
Pocket Change: Meet Jon the Encourager 46:36

1+ y ago46:36

46:36

Our new episode of Pocket Change is live! On this weeks episode of Pocket Change Kait is joined by Jon the Encourager. The two share a motivational and meaningful conversation with one another, along with some laughs and stories. They cover a wide range of topics stemming from encouragement, hardships, losing and regaining hope and extreme weight l…

1
Episode 30: Indigenous Literacy with Theodora Warrior 30:34

1+ y ago30:34

30:34

Our newest episode of Pocket Change is live! This week, Kait welcomes back Theodora Warrior where they have an in depth conversation about Indigenous financial literacy and the importance of supporting community. They discuss Theodora's amazing work and discuss what her goals and current achievements. They touch on the importance of finance within …

1
A Penny for Your Thoughts: The Importance of Connections 23:57

1+ y ago23:57

23:57

Welcome back listeners to a new episode of A Penny For Your Thoughts, with Kait and Lauren! In this episode Lauren and Kait discuss multiple topics spanning between building trust and connections between yourself and leaders. They touch on the topic of leaders quite frequently and remind us how they are just like us, even if they don’t show it. The…

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