Don't Do That: The Best "Don't Do That" Moments from Industry Leaders

Don't Do That
04/08/2025 21 min Temporada 1 Episodio 23
Don't Do That: The Best "Don't Do That" Moments from Industry Leaders

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Episode Synopsis

What if the secret to success isn't what you should do, but what you absolutely shouldn't?What do brilliant jerks, head trash, and the "parent thing" have in common? They're all career killers that successful leaders have learned to avoid—the hard way.Kelly Waltrich curates the most eye-opening "Don't Do That" moments from 20+ industry titans who've made every mistake so you don't have to. This isn't your typical highlight reel—it's a rapid-fire collection of expensive lessons learned, toxic patterns exposed, and blind spots revealed.In just 21 minutes, you'll get decades of collective wisdom from leaders who've scaled companies, survived failures, and discovered what actually moves the needle. These aren't theoretical concepts—they're battle-tested insights from the trenches of real business, distilled into the exact moments that changed everything for these executives.Featured wisdom covers:Why brilliant jerks are organizational poison (and how to spot them)The dangerous allure of inorganic growth over organic foundationsHow collecting "head trash" sabotages your leadershipWhy the best idea doesn't always winThe critical difference between being known and being worth knowing00:44 Adam Holt, Asset-Map  01:41 Eric Clarke, Orion  02:32 Ainslie Simmonds, BNY Pershing  03:16 Chris Schembra, 7:47  03:54 David Wood, Gateway Financial Partners  04:37 Billy Hopkins, Silver Oak Securities  05:08 John Wernz, Great Hill Partners  06:07 Marwa Zakharia, MZ Global Consulting  06:55 Heather Fortner, SignatureFD  08:00 Jason Mirabella, Intention.ly  08:44 Randy Lambert, Intention.ly  09:17 Jack Sharry, SEI LifeYield  10:01 Brian Portnoy, Shaping Wealth  10:44 Penny Phillips, Journey Strategic Wealth  11:55 Chris Shuba, Helios  13:19 Sara Baker, Allworth Financial  14:05 Joel Bruckenstein, T3  14:53 Mark Gilbert, Zocks  15:50 Jamie Hopkins, WSFS Bank  16:39 Jason Early, RISR  17:45 Adrian Johnstone, Practifi  18:48 Molly McClure, Intelliflo   📩 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/

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Don’t Do That: Stop Losing Leads; Align Marketing and Sales for Better Outcomes with Michelle Winkles, Mission Wealth 05/09/2025
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