<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/966904/open_sms">Send us a text</a>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 unconventional path—from selling to her grandmother as a kid to running marketing at two of fintech’s fastest-growing firms—shaped her vision for Intention.ly. She opens up about why she launched this podcast, what it means to be a founder, and how she's challenging the traditional agency model by delivering strategy-first, results-driven marketing solutions that actually move the needle.Together, Kelly and Tina explore the evolving role of CMOs, the power of team culture, and what it takes to grow in an industry that’s always changing. From the launch of Advisor Brand Builder to her personal “Do Not” list that’s guided every career move, Kelly gets real about what it takes to build something meaningful—and what to walk away from when it no longer serves you.🎧 Tune in for an honest, high-impact conversation about growth, grit, and what we’re not doing in 2025.💡 Key Topics Covered: ✔️ Why the best marketing starts with strategy and ends with revenue ✔️ The story behind Intention.ly and how it’s redefining what agencies can be ✔️ The launch of Advisor Brand Builder and the gap it fills in the RIA space ✔️ The importance of team culture, leadership, and hiring people you’d grab drinks with ✔️ Kelly’s “Do Not” list and how boundaries have shaped her personal and professional path ✔️ Why real stories—and real vulnerability—are the heart of Don’t Do That🔗 Connect with Us: 📌 Follow <a href='https://www.linkedin.com/in/tinapowell/'>Tina Powell on LinkedIn </a> 📌 Follow <a href='https://www.linkedin.com/in/kellywaltrich/'>Kelly Waltrich on LinkedIn</a> 📌 Learn more about <a href='https://www.intention.ly'>Intention.ly</a> 📌 Discover <a href='https://advisorbrandbuilder.com/'>Advisor Brand Builder</a> 📌 Subscribe to <a href='https://dontdothat.com/'>Don’t Do That</a> wherever you get your podcasts 🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at <a href='mailto:tina@growintentionally.com'>tina@growintentionally.com</a>

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)

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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)

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