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 …
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 …
You have a mile-long to-do list, but do you have a pressure-tested to-don’t list? Welcome to the “Don’t Do That” Podcast. I’m your host Kelly Waltrich, CEO and Co-Founder of Intention.ly, and my goal is to save you from making the same mistakes my guests have made on their way to building phenomenal careers …