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Don't Do That: The Best "Don't Do That" Moments from Industry Leaders
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 foundations
- How collecting "head trash" sabotages your leadership
- Why the best idea doesn't always win
- The critical difference between being known and being worth knowing
00:44 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!
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View all episodes
By Kelly WaltrichWhat 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 foundations
- How collecting "head trash" sabotages your leadership
- Why the best idea doesn't always win
- The critical difference between being known and being worth knowing
00:44 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/