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Don't Do That

Don't Do That: Don't Wait Until You're 100% Ready

Sep 25, 2026 · 45 min · 16 segments

On this episode of Don't Do That, Kelly Waltrich sits down with Anita Knotts, founder and CEO of the Lotus Women's Institute, for conversation about women in wealth management, agency at work, and the…

On this episode of Don't Do That, Kelly Waltrich sits down with Anita Knotts, founder and CEO of the Lotus Women's Institute, for conversation about women in wealth management, agency at work, and the real cost of waiting. Anita coaches women at pivotal points in their careers, from client service professionals weighing an advisor role to advisors who hit a wall five years in. Her curriculum comes from her own experience as a woman in the industry, giving the women she coaches a safe space to admit their fears and push past them. Kelly and...

On this episode of Don't Do That, Kelly Waltrich sits down with Anita Knotts, founder and CEO of the Lotus Women's Institute, for conversation about women in wealth management, agency at work, and the…

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Show signals: SuitabilitySafe

Speakers: Anita KnottsGuestKelly WaltrichHost

Top entities: Eleanor Roosevelt Wells Fargo×3 African Americans×2 San Francisco×2 Apple×2

Expanding the Talent Pipeline11:00 – 13:59

K

Kelly WaltrichHost

11:00

I love it.

K

Kelly WaltrichHost

11:01

Okay.

K

Kelly WaltrichHost

11:01

So I have so many questions.

K

Kelly WaltrichHost

11:03

So tell us over the course of the time that you've been working on this, have you seen a change? So I just had Carrie Carbonaro on our, on the pod.

K

Kelly WaltrichHost

11:11

I don't know if you know her.

K

Kelly WaltrichHost

11:13

She's a fierce advocate of women advisors.

K

Kelly WaltrichHost

11:16

She's a badass and lover.

K

Kelly WaltrichHost

11:18

And she was telling me, which I had not heard that more women have taken the CFP exam than ever.

K

Kelly WaltrichHost

11:27

And I think more than men.

K

Kelly WaltrichHost

11:29

Yeah, she said.

K

Kelly WaltrichHost

11:30

So it feels like we've got some momentum.

K

Kelly WaltrichHost

11:32

But does that feel real in from where you sit?

A

Anita KnottsGuest

11:36

So the numbers are the numbers.

A

Anita KnottsGuest

11:38

And I saw that as well.

A

Anita KnottsGuest

11:40

And I'm I'm kind of a tough gal to please.

A

Anita KnottsGuest

11:43

So, yeah, that's great.

A

Anita KnottsGuest

11:45

Right.

A

Anita KnottsGuest

11:46

The needle is moving, but I think it's moving too slow for many of us.

A

Anita KnottsGuest

11:50

Yeah.

A

Anita KnottsGuest

11:50

Way too slow.

A

Anita KnottsGuest

11:51

So I think a lot of my work now, it's two sided.

A

Anita KnottsGuest

11:55

OK, it's two sided.

A

Anita KnottsGuest

11:57

Here's what I don't think we're talking about enough.

A

Anita KnottsGuest

12:00

And I get it.

A

Anita KnottsGuest

12:01

I get a lot of pushback, too.

Eleanor RooseveltPersonActivist and former First Lady of the United States
96%1 mention
Wells FargoCompanyFinancial services company
89%3 mentions
African AmericansEntityEthnic group
82%2 mentions
San FranciscoCityCity in California
75%2 mentions
AppleCompanyTechnology company
68%2 mentions
ChicagoCityCity in Illinois
61%3 mentions
U-HaulCompanyRental company
54%1 mention
Bermuda TriangleTourist Attraction
46%1 mention
Big Ten ConferenceSports OrganizationAthletic conference
39%1 mention
South AsiaAdministrative AreaRegion in Asia
32%1 mention
Franklin D. RooseveltPerson32nd U.S. President
21%1 mention
NetflixEntityTelevision broadcaster
21%1 mention
EnglishEntitySpoken language
11%1 mention
Carla A HarrisPersonSenior advisor of Morgan Stanley
4%1 mention

Human ResourcesBusiness
Financial ServicesBusiness
Society
Career Paths in Wealth ManagementBusiness > Financial Services > Wealth Management
Women and Underrepresented ProfessionalsBusiness > Financial Services > Wealth Management > Career Paths in Wealth Management
Lotus Women's InstituteBusiness > Entrepreneurship > Business Founding
Diversity Recruiting and Talent DevelopmentBusiness > Entrepreneurship > Business Founding > Lotus Women's Institute
Women in Financial ServicesSociety > Gender Equality > Women's Workforce Participation
Women's Leadership and AdvancementSociety > Gender Equality > Women's Workforce Participation > Women in Financial Services
Employee Development and RetentionBusiness > Human Resources > Talent Management
Coaching, Mentorship, and Career ProgressionBusiness > Human Resources > Talent Management > Employee Development and Retention
Professional AgencyPersonal Development > Career Development
Risk-Taking and Career TransitionsPersonal Development > Career Development > Professional Agency
Overcoming Perfectionism and RegretPersonal Development > Career Development > Professional Agency > Risk-Taking and Career Transitions
Talent ManagementBusiness > Human Resources
Gender EqualitySociety
Women's Workforce ParticipationSociety > Gender Equality
Wealth ManagementBusiness > Financial Services
Career DevelopmentPersonal Development
Personal Development
Business FoundingBusiness > Entrepreneurship
Business
EntrepreneurshipBusiness

Expanding the Talent Pipeline11:00 – 13:59

K

Kelly WaltrichHost

11:00

I love it.

K

Kelly WaltrichHost

11:01

Okay.

K

Kelly WaltrichHost

11:01

So I have so many questions.

K

Kelly WaltrichHost

11:03

So tell us over the course of the time that you've been working on this, have you seen a change? So I just had Carrie Carbonaro on our, on the pod.

K

Kelly WaltrichHost

11:11

I don't know if you know her.

K

Kelly WaltrichHost

11:13

She's a fierce advocate of women advisors.

K

Kelly WaltrichHost

11:16

She's a badass and lover.

K

Kelly WaltrichHost

11:18

And she was telling me, which I had not heard that more women have taken the CFP exam than ever.

K

Kelly WaltrichHost

11:27

And I think more than men.

K

Kelly WaltrichHost

11:29

Yeah, she said.

K

Kelly WaltrichHost

11:30

So it feels like we've got some momentum.

K

Kelly WaltrichHost

11:32

But does that feel real in from where you sit?

A

Anita KnottsGuest

11:36

So the numbers are the numbers.

A

Anita KnottsGuest

11:38

And I saw that as well.

A

Anita KnottsGuest

11:40

And I'm I'm kind of a tough gal to please.

A

Anita KnottsGuest

11:43

So, yeah, that's great.

A

Anita KnottsGuest

11:45

Right.

A

Anita KnottsGuest

11:46

The needle is moving, but I think it's moving too slow for many of us.

A

Anita KnottsGuest

11:50

Yeah.

A

Anita KnottsGuest

11:50

Way too slow.

A

Anita KnottsGuest

11:51

So I think a lot of my work now, it's two sided.

A

Anita KnottsGuest

11:55

OK, it's two sided.

A

Anita KnottsGuest

11:57

Here's what I don't think we're talking about enough.

A

Anita KnottsGuest

12:00

And I get it.

A

Anita KnottsGuest

12:01

I get a lot of pushback, too.

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