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she uncovers the secrets behind impactful growth strategies, explores building top-tier marketing teams, and challenges outdated agency practices for fintech companies eyeing transformative progress.Top takeaways: What inspired Kelly’s diverse career path and thse creation of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.lyHow do unique team dynamics and culture play a role in Intention.ly’s successWhat is Intention.ly’s innovative approach to combining consulting with strategic executionHow does marketing translate into revenue, and why is it important to turn strategy into actionable resultsHow are technology and innovation shaping Intention.ly’s services, particularly with the Advisor Brand Builder toolAnd moreConnect with Kelly Waltrich: LinkedIn: Kelly WaltrichLinkedIn: Intention.lyX: Intention.lyInstagram: Intention.ly 📩 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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