Best Kelly Waltrich Podcasts (2025)

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Ditch the Weekly Scorecard and Focus on What Matters with Sara Baker, Allworth Financial 40:25

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6d ago40:25

40:25

Are you beating yourself up over work-life balance every single week? On this episode of Don't Do That, Kelly Waltrich sits down with Sara Baker, Head of M&A at Allworth, for a candid conversation about leadership, career pivots, and redefining balance. With a background that spans corporate law, financial services, and M&A, Sara shares her unique …

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

1M 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…

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EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla 52:42

1M ago52:42

52:42

Send us a text Today, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla. If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine an…

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

2M 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…

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

2M 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…

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

2M 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…

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

2M 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…

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EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic 49:54

3M ago49:54

49:54

Send us a text Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building. Dan Ru…

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

3M 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…

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

3M 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…

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Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify 44:37

3M ago44:37

44:37

Send us a text Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scal…

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

3M 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…

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EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast) 33:33

4M ago33:33

33:33

Send us a text In this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth. Kelly shares how her …

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

4M 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…

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

4M 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 …

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

4M 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…

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

4M 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 …

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EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry) 38:01

5M ago38:01

38:01

Send us a text In this episode of WealthTech on Deck, host Jack Sharry sits down with marketing powerhouse Tina Powell, Partner and Chief of Community at Intention.ly. Tina is not only a trailblazer in the digital marketing and fintech space but also a fierce advocate for cancer awareness, bringing resilience and purpose to everything she does. Tog…

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

5M 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…

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

5M 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 …

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

5M 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…

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

5M 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…

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

5M 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…

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

6M 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…

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

6M 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 …

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

7M 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 …

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EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance 44:38

7M ago44:38

44:38

Send us a text Today, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since join…

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EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire" 55:00

8M ago55:00

55:00

Send us a text I’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and finan…

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EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle 53:59

8M ago53:59

53:59

Send us a text Today, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Car…

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EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity 44:00

9M ago44:00

44:00

Send us a text Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes…

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EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship 49:12

10M ago49:12

49:12

Send us a text Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond. In this e…

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EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism 53:25

10M ago53:25

53:25

Send us a text Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transform…

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EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth 16:45

1+ y ago16:45

16:45

Send us a text Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate thei…

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EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology 17:25

1+ y ago17:25

17:25

Send us a text When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew. With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management…

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Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength 57:34

1+ y ago57:34

57:34

Send us a text Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares h…

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EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference 1:04:12

2y ago1:04:12

1:04:12

Send us a text Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023. This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-sp…

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EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022 37:24

2+ y ago37:24

37:24

Send us a text Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Bria…

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EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive 48:04

2+ y ago48:04

48:04

Send us a text Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years…

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EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions 1:04:33

2+ y ago1:04:33

1:04:33

Send us a text Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, des…

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EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet Wealth 45:58

2+ y ago45:58

45:58

Send us a text In today’s episode of In The Suite, we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth, one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model. Shruti is different from your typical leader in wealth management. She is a former consu…

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EP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Dana Wilson, Founder of CHIP (Changing How Individuals Prosper) 45:14

2+ y ago45:14

45:14

Send us a text In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Dana is a diversity and inclusion award winner named "One…

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EP 77 #LiveFromExcell - Using the Power of Storytelling and Conversations to Transform Your Life with Tucker Bryant, Poet & Keynote Speaker at www.tuckerbryantspeaks.com 39:27

2+ y ago39:27

39:27

Send us a text Today’s episode is the first of its kind. I’ve invited my first guest host and shero Stephanie Foster, In The Suite - to interview the multi-talented Tucker Bryant, Poet & Keynote Speaker at this year's Carson Excell conference in Las Vegas. Stephanie is a startup executive and advisor, an ETA (electronic transactions association 40 …

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EP 76 Turning Trauma into Transformation and Growth with Yemi Penn, PhD Researcher, Author, Documentary Producer & Speaker 46:27

2+ y ago46:27

46:27

Send us a text I’m honored to welcome Yemi Penn In The Suite! Yemi is a transformational thought leader, author, documentary producer, TEDx speaker, and global advocate for equality and equity in STEM fields. Yemi is a British-born Nigerian living in Sydney who is an engineer by profession, an entrepreneur by passion, and a transformational mindset…

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EP 75 Exploring the Intersection of Tax Planning, Estate Planning and Wealth with Megan Gorman, Founder and Managing Partner, at Chequers Financial Management 51:41

2+ y ago51:41

51:41

Send us a text Today’s conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan’s financial career began when she took her …

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EP 74 Empowering Others and the Wealth Freedom Formula with Eunicia Peret, CEO and Founder of the Empowered Financial Planner 56:32

3y ago56:32

56:32

Send us a text Today In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries. Eunicia is passionate about helping peo…

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EP 73 Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance Officer of Independent Advisor Alliance 47:17

3y ago47:17

47:17

Send us a text Today I’m ecstatic to welcome the first Chief Compliance Officer In The Suite, Jessica Sexton, from Independent Advisor Alliance (IAA). Based in Charlotte, NC, Independent Advisor Alliance provides comprehensive solutions to allow financial advisors to move into private practice. When founder and CEO Robert Russo started the firm in …

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EP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and Headlines 1:50:22

3y ago1:50:22

1:50:22

Send us a text Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading aut…

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EP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnerships at Alpha Architect and CrossFit Coach 1:26:35

3y ago1:26:35

1:26:35

Send us a text Today we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach. Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in he…

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EP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek 54:56

3y ago54:56

54:56

Send us a text Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche…

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EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning 51:54

3y ago51:54

51:54

Send us a text Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages. In 2020, Danika Waddell felt called to make a bold move. She founde…