Don’t Do That: Don’t Build Your Identity Around Being Needed with Dani Fava, Carson Group

In this candid and deeply thoughtful episode of Don’t Do That, Kelly Waltrich sits down with Dani Fava, Chief Strategy Officer at Carson Group, to unpack leadership, AI, career growth, and one of the most common (and dangerous) professional traps: building your identity around being needed. Dani shares how Carson is using AI to radically increase advisor capacity, why data infrastructure is the real foundation of innovation, and what it actually takes to build a scalable, valuable firm. But t...