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.
What happens when you inflate your firm's numbers in a press release?
Jimmy Moock, Managing Partner at StreetCred, has a simple answer: reporters will check, you'll get caught, and the damage will spread fast. In this episode, Jimmy and host Kelly Waltrich cut through the noise to reveal what actually makes news in financial services and what should stay in the drafts folder.
Kelly and Jimmy cover:
00:00 – How Kelly and Jimmy met during their Orion days
01:32 – The client-PR dynamic
04:36 – The Fosberry Flop: Eric Clark's thought leadership genius
08:38 – Has fintech innovation news been replaced by M&A headlines?
11:35 – AI fatigue: Are reporters over it or just more skeptical?
14:47 – What people think is news (but isn't)
15:13 – New hire announcements: When they matter and when they don't
19:41 – Being first vs. being an option in enterprise deals
21:14 – Event announcements: User conferences vs. trade shows
24:25 – Dropping news at events and fighting for attention
27:32 – Jimmy's personal ”Don't Do That”: The Wu-Tang Clan email incident
31:29 – The big Don't Do That: Never lie or inflate numbers to reporters
33:32 – Why the ADV is easily checked and credibility is everything
35:17 – Kelly's reminder: The world is too small for even little lies
36:26 – Jimmy's final advice: What to look for in a PR firm
37:57 – The power of great PR and marketing working together
About Our Guest
Legend has it that during Jimmy’s public relations internship during the summer of 1998 he landed a client on CNBC’s “Power Lunch” during his first week on the job. He spent the following six years in the fast-paced, high energy, creative New York City public relations environment where he worked closely with numerous C-level executives on their business communications initiatives. Clients ranged from Fortune 500 conglomerates to dotcom start-ups that focused on everything from consumer finance to broadcast television cameras to content delivery. He even launched one of the first DVD recorders in case anyone still uses one of those. For each client, Jimmy was responsible for publicizing multiple launches, product lines or service offerings while also aiding in the overall enhancement of his clients’ communications needs and objectives.
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