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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/obscurities">Obscurities</a></span>
Tales of our world's most unusual events, odd objects, and obscurities.
Podcasts Worth a Listen
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Introducing the Don’t Do That podcast hosted by Kelly Waltrich: Sick of self-proclaimed experts on podcasts telling you what to do? Us too. Don’t Do That, hosted by Kelly Waltrich, is the antidote to canned cliches and generic business advice perpetuated on the popular platform. Every episode features a financial services leader, entrepreneur, or innovator sharing the mistakes he or she made on the road to success (whatever that might be for you), so you can take a shortcut to your goals.
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Don’t Wait to Start Marketing with Mark Gilbert, Zocks
22:27
22:27
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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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Don’t Do All the Decision-Making Yourself with with Adrian “AJ” Johnstone, Practifi
28:19
28:19
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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
22:27
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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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Avoid Hiring Brilliant Jerks with Ainslie Simmonds, BNY
31:41
31:41
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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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Don’t Ignore Organic Growth in Favor of Inorganic Growth with John Wernz, Great Hill Partners
28:10
28:10
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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
26:32
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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
22:43
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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
28:34
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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
22:19
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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
21:23
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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
20:48
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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
32:47
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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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