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Introducing the Don’t Do That Podcast with Kelly Waltrich, Intention.ly
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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 your backstage pass.
Let’s learn from what went wrong, so we can get it right.
Join host Kelly Waltrich, CEO and Co-founder of Intention.ly as she uncovers the secrets behind impactful growth strategies, explores building top-tier marketing teams, and challenges outdated agency practices for fintech companies eyeing transformative progress.
Top takeaways:
- What inspired Kelly’s diverse career path and thse creation of Intention.ly
- How do unique team dynamics and culture play a role in Intention.ly’s success
- What is Intention.ly’s innovative approach to combining consulting with strategic execution
- How does marketing translate into revenue, and why is it important to turn strategy into actionable results
- How are technology and innovation shaping Intention.ly’s services, particularly with the Advisor Brand Builder tool
- And more
Connect with Kelly Waltrich:
📩 Stay Informed – Join Our Newsletter!
Stay ahead of industry trends and get exclusive updates straight to your inbox: Sign Up Now https://intention.ly/
💬 Let’s Talk!
Have questions or ready to start your next marketing campaign? Contact us: https://intention.ly/contact-us/
Chapters
1. Welcome to Don't Do That (00:00:00)
2. Kelly's Career Backstory (00:00:33)
3. The Birth of Intention.ly (00:02:12)
4. The Avengers Team (00:04:04)
5. What Intention.ly Actually Does (00:07:20)
6. Marketing with Revenue Impact (00:10:04)
7. Building Advisor Brand Builder (00:12:54)
8. The Purpose of the Podcast (00:17:08)
9. The Types of Guests You'll Hear (00:19:31)
10. Marketing Trends for 2025 (00:22:04)
11. The Need for Accountability (00:26:09)
12. Kelly's Non-Negotiables List (00:29:52)
13. What We're NOT Doing in 2025 (00:30:37)
14. Final Thoughts (00:31:57)
17 episodes
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