Don't Do That
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers critical themes surrounding business missteps and personal growth, including client interaction pitfalls, the integration of AI in professional environments, and innovative marketing strategies. For example, episodes like 'How AI is Revolutionizing the Advisor-Client Journey' and 'Don’t Assume You Know What Your Clients Want' delve into the real-life mistakes made by industry leaders, offering listeners concrete lessons on avoiding failure.
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.
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 Proof Festival are game-changers for financial services branding.
Molly's ”Don't Do That” message: Stop hiring experts and then not trusting them to do what they do best.
Kelly and Molly discuss:
00:56 Molly's background and nearly 20 years in marketing
02:38 An overview of intelliflo and its expansion from the UK to the US market
07:12 The importance of marketing creativity alongside metrics and data
09:00 Molly's experience launching the intelliflo brand at Future Proof Festival
13:46 The unique branding opportunities at outdoor industry events vs. traditional conferences
15:15 intelliflo's creative surfboard simulator booth experience
17:17 The critical balance between brand building and lead generation
21:25 Molly's ”Don't Do That”: Don't hire experts and then micromanage them 23:00 The organizational imbalances that lead to micromanagement
25:07 How marketing often loses its creative spark when overly managed
27:54 Why marketing is often a thankless position despite driving success
30:30 How job candidates can assess a company's management style before joining
34:10 The importance of earning trust and autonomy as a new team member
36:35 The power of bringing solutions, not just problems, to leadership
Connect with Kelly Waltrich:
Connect with Molly McClure
About Our Guest:
Molly McClure, Head of US Marketing for intelliflo, Invesco's financial advice software division, brings nearly two decades of marketing leadership experience in financial services and technology to her role. With an MBA from Michigan State University and a bachelor's from Wake Forest University, McClure has leveraged her education and expertise to drive remarkable growth.
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