Don’t Assume the Best Ideas Always Win with Brian Portnoy, Shaping Wealth

from Don't Do That · host Kelly Waltrich

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 entrepreneurship, revealing why everything—whether you like it or not—is ultimately sales.Kelly and Brian discuss:02:56 The myth that the best idea or catchiest phrase always wins05:48 How the "attention economy" has changed the game09:32 Why we're living in the busiest, noisiest time ever—and what that means for ensuring your message stands out12:40 How Shaping Wealth evolved from an idea to a business serving the global wealth industry16:23 The importance of systems over goals in sales success19:27 Finding the right partnerships to complement your strengths21:20 The reality check: It takes 10-12 touchpoints to drive decisions todayConnect with Kelly Waltrich: LinkedIn: Kelly WaltrichLinkedIn: Intention.lyX: Intention.lyInstagram: Intention.lyConnect with Brian Portnoy:LinkedIn: Brian PortnoyX: Shaping Wealth About Our Guest: Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the hedge fund and mutual fund industries. He is a CFA Charterholder and earned a PhD at the University of Chicago. 📩 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/

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