Best Intelliflo Podcasts (2025)

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

29d 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
Don’t Compare Yourself to the Average with Jamie Hopkins, WSFS, Bryn Mawr Capital Management 38:32

7d 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

12d 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

22d 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 Waiting for Your Turn to Talk with Jack Sharry, SEI LifeYield 37:23

1M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

4M 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
Protecting clients’ financial future through cashflow planning 32:55

3y ago32:55

32:55

In this episode of intelliflo Insider, Aishling Costello (intelliflo’s senior cashflow planning consultant), Ed Grobler (financial planner at Brewin Dolphin), and Darren Waller (Financial Protection & Mortgage Adviser at Generation Financial Services), discuss the real-life benefits of cashflow planning and the impact this technology has on clients…

1
Introducing the new intelliflo! 17:46

4y ago17:46

17:46

In this latest episode of intelliflo insider, intelliflo’s CEO, Nick Eatock; Americas President, Jenifer Valdez; and Chief Sales Officer, JK, come together to discuss the launch of the new intelliflo brand, why it’s been launched, and what it means for financial advisers. Recorded and produced remotely by the Lansons Content Team.…

1
Engaging clients in the financial advice journey 29:37

4+ y ago29:37

29:37

In our second episode of intelliflo Insider, we take a look at how financial advisers can engage new and existing clients in the advice journey, and why this can deliver stronger results. To discuss this, we’re joined by Jill Thomas, MD at Future Life Wealth Management, Colette Noble, Director of Strategy at LIFT-Financial Group, an intelliflo’s pr…

1
Looking Ahead to 2021 in the Advice World 37:08

4+ y ago37:08

37:08

In our very first episode of The intelliflo Insider, we invited Catherine Morgan (Founder, The Money Panel) Ian McKenna (Fintech founder, columnist & financial services futurist), and our very own Nick Eatock (CEO and executive chairman) to peel back the layers of fintech in 2020. With covid-19 having a huge impact in everyone’s lives, Catherine, I…

Podcasts Worth a Listen

Intelliflo Podcasts

Podcasts Worth a Listen

1
intelliflo Insider

intelliflo

1
Don't Do That

Kelly Waltrich

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1
Protecting clients’ financial future through cashflow planning 32:55

1
Introducing the new intelliflo! 17:46

1
Engaging clients in the financial advice journey 29:37

1
Looking Ahead to 2021 in the Advice World 37:08

Quick Reference Guide