The Advice Business Podcast

It’s been a busy year. Zach Conway and Kelsey McKenna sit down to look back on everything that happened inside Seeds and across the advisory space. They talk about what they learned while growing the team, what surprised them, and what changed as more firms started using the platform.They also look ahead to 2026. Not with predictions meant to sound bold, but with real questions they’re already hearing from advisors: hiring, team structure, client expectations, and how tech will shape the advisor-client relationship next year. It’s an honest conversation about what they’ve seen, what they’re still figuring out, and how Seeds plans to support advisors through all of it.If you’re thinking about scaling your firm, improving your process, or building a team that feels aligned with your vision, this episode gives you a clear, grounded look at where the industry is heading and how you can prepare.Here are the top three takeaways from the episode:We believe client experience is the competitive edge in 2026. Advisors need to step into their own client journey and see what it actually feels like. The firms that do this will deliver an experience clients remember and talk about.Operational excellence is no longer optional. One of the best ways to create consistent experiences is to fix the operational foundation. Rules-based frameworks will help advisors scale, reduce inconsistencies, and communicate more clearly with clients.AI is powerful, but intentional adoption matters more. 2025 was full of AI noise. Next year will reward firms that stay focused on clarity, humanity, and fast but thoughtful decision making. The right tools matter, but the strategy behind them matters even more.Episode Chapters:03:37 Reflecting on a Year of Growth and Change10:30 Rebranding and Its Impact on the Business17:33 Why the Future of Investing is Human24:37 How Seeds Streamlines Operations for Advisors27:15 Predictions for 2026: Experience Over Technology27:42 Operational Excellence in Advisory Firms31:06 The Chaos of Account-Level Management33:53 Next-Gen Investor Expectations36:07 The Competitive Landscape for Advisors39:34 The Role of Technology in Client Experience41:01 Strategic Decision-Making for 2026Connect with us:Zach Conway on LinkedIn: www.linkedin.com/in/zachary-conwayKelsey McKenna on LinkedIn: www.linkedin.com/in/kelseymckenna3Seeds: www.useseeds.comOur Blog: https://useseeds.com/blog/LinkedIn: https://www.linkedin.com/company/seeds-investorDisclosures: https://useseeds.com/terms/Ready to scale the human side of advice with Seeds? Schedule your personalized demo today at www.useseeds.com/demoAsk Zach and Kelsey a question!

If you’ve ever felt stuck trying to hire the right people or frustrated by how hard it is to bring more women and diverse talent into your firm, this episode gives you the roadmap you’ve been missing.Natalie Taylor, founder and CEO of The Goodland Group and a 20-year industry veteran, joins Zach and Kelsey in the latest episode of The Advice Business Podcast to break down what is actually holding advisory firms back from building a healthier, more diverse talent pipeline.Spoiler alert: it may not be a lack of candidates. It is oft en the structures, habits, and cultural blind spots that unintentionally push great people away.In this conversation, Natalie reveals:Why the industry has a pipeline problem (and why lack of leadership representation problem could be to blame)How to write job descriptions that genuinely attract diverse candidates and avoid unintentional tokenismSimple cultural shifts that immediately make your firm a safer, more supportive place for young and underrepresented advisorsThe foundational elements firms must offer to retain talent, such as transparent compensation, clear career paths, and learning-first developmentWhy moving away from sales-first roles can help position new entrants for success, especially womenHow diversity directly enhances client experience and relationship qualityA tactical, step-by-step hiring process you can implement tomorrow, from job boards to screening to candidate evaluationIf you are building a firm for the future, this episode gives you the practical tools and the mindset shift to hire better, support people better, and grow a team that reflects the clients you serve.Episode Chapters:06:16: The “pipeline problem” & lack of women leadership in the wealth management industry07:44: Inclusive hiring: avoid tokenization10:00: Embedding diversity into firm culture14:08: Career paths & compensation transparency16:00: Reducing sales pressure for new advisors17:46: Women in leadership visibility19:50: Diverse advisors serving diverse clients21:35: Women’s strengths in planning & relationships30:30: Hiring steps: niche job boards & Loom screening32:06: Interview process: case studies & feedback skills34:28: Finding diverse talent without lowering standardsRelevant Resources:[Article] What Does “Good” Investment Management Look Like?https://useseeds.com/investment-management-standards/[Article] How to Start Asking Advisors Deeper Questionshttps://useseeds.com/asking-deeper-questions/[Podcast] The Foundation of Advisor Value = Humanity + Expertisehttps://useseeds.com/podcast/where-humanity-expertise-meet-the-true-foundation-of-advisor-value/[Podcast] Advisors: Are You Confident in Your 1% Fee?https://useseeds.com/podcast/are-you-confident-in-your-1-percent-fee/Connect with us:Zach Conway on LinkedIn: www.linkedin.com/in/zachary-conwayKelsey McKenna on LinkedIn: www.linkedin.com/in/kelseymckenna3Website: www.useseeds.comOur Blog: https://useseeds.com/blog/LinkedIn: https://www.linkedin.com/company/seeds-investorDisclosures: https://useseeds.com/terms/Ready to scale the human side of advice with Seeds? Schedule your personalizeddemo today at www.useseeds.com/demoAsk Zach and Kelsey a question!

Most advisors think they’re personalizing portfolios. But what does that actually look like in practice?In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger.If you’ve ever struggled to scale your approach without losing the human touch, this conversation will help you create consistency, clarity, and trust across every client relationship.Key Takeaways:Personalization isn’t binary — it’s a spectrum.Scalable personalization = consistency, not conformity.True tailoring starts with understanding client preferences and having meaningful trade-off discussions.Transparency and clarity are the fastest paths to trust.Efficiency doesn’t kill personalization — it enables it.Advisors who define their framework can delegate with confidence and focus on growth.The future of advisory work belongs to firms that are flexible, curious, and client-centered.Episode Chapters:3:55: You've reached an inflection point in your practice growth, so what's next?6:35: What is "personalization" in investment management?12:35: The future standard of strong investing experiences14:00: Clarity is underrated in the wealth management industry18:09: Why tradeoffs are under-discussed in client conversations20:04: Real-world example: how to connect portfolios to client stories27:54: How advisors will have to adapt to remain relevant in the futureRelevant Resources:[Article] What Does “Good” Investment Management Look Like?https://useseeds.com/investment-management-standards/[Article] How to Start Asking Advisors Deeper Questionshttps://useseeds.com/asking-deeper-questions/[Podcast] The Foundation of Advisor Value = Humanity + Expertisehttps://useseeds.com/podcast/where-humanity-expertise-meet-the-true-foundation-of-advisor-value/[Podcast] Advisors: Are You Confident in Your 1% Fee?https://useseeds.com/podcast/are-you-confident-in-your-1-percent-fee/Connect with us:Zach Conway on LinkedIn: www.linkedin.com/in/zachary-conwayKelsey McKenna on LinkedIn: www.linkedin.com/in/kelseymckenna3Website: www.useseeds.comOur Blog: https://useseeds.com/blog/LinkedIn: https://www.linkedin.com/company/seeds-investorDisclosures: https://useseeds.com/terms/Ready to scale the human side of advice with Seeds? Schedule your personalizeddemo today at www.useseeds.com/demoAsk Zach and Kelsey a question!

Is your communication building trust, or just checking boxes?In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy.It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with impact, showing that the best advisors don’t just talk about value, they help clients feel it in every interaction.They also share how scalable systems can help you deliver personalized,human-first service at every stage of your client journey, without burning out or losing authenticity.Here are 5 key highlights from the episode:- How to align expertise and empathy to strengthen long-term clientrelationships.- Why communication should focus on how clients feel, not just what yousay.- Simple ways to show value through actions and presence instead ofexplanation.-The power of curiosity, active listening, and emotional awareness inevery client meeting.- How systematizing routine tasks frees you to focus on “magic moments that matter most.If you’re ready to elevate your client experience by connecting on a deeperlevel, this episode will help you rethink the way you communicate, lead, and grow your firm.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25Ask Zach and Kelsey a question!

Are you selling alpha...or underselling yourself? Most advisors still lead with investment returns. But clients aren’t just buying “performance.” They’re buying you. So why do so many think advisors “just manage money?”In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna confront one of the industry’s most frustrating realities: advisors deliver significant value, but struggle to show it in a way clients actually understand. The episode opens with a story: a prospective client who proudly claimed he could “DIY” his investments. Sound familiar? That one moment reveals the perception gap plaguing even the best firms. Zach and Kelsey unpack why this mindset persists, how it sabotages pricing and positioning, and how leading advisors are working to close the gap.You’ll hear how top firms are ditching the “financial plan” as a one-time deliverable and instead building ongoing experiences anchored in clarity, transparency, and measurable progress that clients can actually feel. Inspired by both fintech and elite practices, this episode shows you how to sharpen your message, productize your value, and make your story unforgettable.5 Powerful Takeaways:1️⃣ The real reason clients don’t “get” advisor value — and how to change their mindset.2️⃣ Turning services into tangible outcomes clients can see, feel, and repeat to others.3️⃣ Why testing your messaging with actual clients is a key advantage.4️⃣ How elite firms proactively communicate value (before anyone asks “what am I paying for?”).5️⃣ How Seeds helps advisors quantify human value beyond investment returns and finally demonstrate it.Thanks for listening!Connect with us:Zach Conway: www.linkedin.com/in/zachary-conwayKelsey McKenna: www.linkedin.com/in/kelseymckenna3Ready to grow your business with Seeds? Schedule your personalized demo today.Website: www.useseeds.comOur Blog: https://useseeds.com/blog/LinkedIn: https://www.linkedin.com/company/seeds-investorThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25Keywords related to this topic:investment management, financial advisor value, AUM fee, advisor tech, holistic financial planning, value proposition, client perception, pain points, advisor differentiation, customer centricity, messaging strategy, pricing models, comprehensive financial planning, fiduciary duty, wealth management misconceptions, articulating value, behavioral management, asset allocation, tax planning, tax loss harvesting, rebalancing, investment complexity, transparency in services, client trust, ongoing advisor services, niche marketing, growth tactics, authenticity, industry reputation, financial planning outcomes, client onboardingAsk Zach and Kelsey a question!

What does it really take to be a great financial advisor today?Zach Conway and Kelsey McKenna mark nearly two years behind the mic by tackling this question every advisor should be asking themselves.In a time dominated by conversations of DIY investing and AI, empathy and presence matter just as much as advisor expertise in client conversations.The kicker? Empathy can’t happen without presence, and true presence can’t happen without expertise fueling advisor confidence. In this episode, Zach and Kelsey make the case that confidence comes from structure having reliable systems for investment management.Here are 5 key highlights from the episode:1️⃣ Why the modern advisor must master both technical precision and emotional intelligence.2️⃣ How a “rules-based” portfolio process creates room for deeper client relationships.3️⃣ The hidden cost of chasing control instead of building systems that scale.4️⃣ Why presence not product is now the true differentiator for financial advisors.5️⃣ How to combine structure and empathy to stand out in an increasingly automated world.It’s an honest, energizing reflection on what it really means to evolve as an advisor and beyond.Thanks for listening!Connect with us:Zach Conway: www.linkedin.com/in/zachary-conwayKelsey McKenna: www.linkedin.com/in/kelseymckenna3Ready to grow your business with Seeds? Schedule your personalized demo today.Website: www.useseeds.comOur Blog: https://useseeds.com/blog/LinkedIn: https://www.linkedin.com/company/seeds-investorThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25Keywords related to this topic:financial advisors, investment management, human-centered advising, International Podcast Day, financial planning, client experience, advisor expertise, relationship building, presence, personalization, value proposition, systematization, tax loss harvesting, rebalancing, compliance, asset allocation, model portfolios, planning discovery, legacy holdings, values-based investing, thematic investing, robo-advisors, confidence, automation, control, client trust, outsourcing, back office operations, technology in advising, advisor-client relationship#AdvisorBusinessPodcast #FinancialAdvisors #WealthManagement #ClientExperience #AdvisorGrowth #Leadership #PracticeManagement #HumanFirstAdvice #SeedsAdvisorAsk Zach and Kelsey a question!

At this year’s Future Proof Festival, one theme stole the spotlight: AI.Everywhere you turned, someone was pitching an AI-driven solution. But what is all this efficiency really serving? Because no matter how powerful the tech, it can’t replace the fundamentals of delivering clarity, confidence, and genuine value to clients.In this episode, we take you inside the buzz of the Future Proof, unpacking trends and insights we took away from packed panel discussions and one-on-one conversations with advisors facing real challenges. Whether you were part of the action or catching up on what you missed, this conversation is worth hearing.Here are 4 key highlights from the conversation:▶️ Why AI is dominating wealth management, but adoption without purpose is a risky move.▶️ The disconnect between what advisors believe is valuable and what clients actually experience as valuable.▶️ How many firms get stuck over-investing in operational efficiency without considering client experience. ▶️ Why the future belongs to advisors who combine technical excellence with deep human connection.It’s a conversation about slowing down, reflecting, and doubling down on the one thing no algorithm can replicate: authentic, personalized client experiences.Thanks for listening!Connect with us:Zach Conway: www.linkedin.com/in/zachary-conwayKelsey McKenna: www.linkedin.com/in/kelseymckenna3Ready to grow your business with Seeds? Schedule your personalized demo today.Website: www.useseeds.comOur Blog: https://useseeds.com/blog/LinkedIn: https://www.linkedin.com/company/seeds-investorThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25Ask Zach and Kelsey a question!

From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision.In this episode of The Advice Business Podcast, hosts Zach Conway and Kelsey McKenna sit down with Adam to explore his journey to wealth management and the lessons he’s learned about building a client-first advisory practice.Adam shares the real story behind building and scaling an advisory practice and it wasn’t about closing sales. He opens up about the common pitfalls that hold advisors back, like overengineering processes, constantly tweaking business models, or overthinking tactics, instead of focusing on what truly drives growth: consistent outreach, qualified prospecting, and persistence.Key takeaways from Adam’s playbook:❌ Sales isn’t hard → ✅ Lead generation is hard❌ Time stuck in operations isn’t value → ✅ Client engagement is value❌ Overengineering processes → ✅ Building repeatable processes❌ Over-nuancing tactics → ✅ Nailing the basics❌ Overthinking → ✅ Taking actionFor growth-minded advisors, this episode is packed with candid insights and actionable takeaways you can apply to your own practice today.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Adam D. Koós on LinkedInLibertas Wealth Management GroupADRENALINEWant to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogOur LinkedInDisclosuresThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25#AdvisorBusinessPodcast #FinancialAdvisors #WealthManagement #ClientAcquisition #AdvisorGrowth #LeadGeneration #Entrepreneurship #PracticeManagement #AdamKoos #AdrenalineAdvisorAsk Zach and Kelsey a question!

Is your tech making your client experience better or just busier?In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right technology.Laura shares her journey from advisor to WealthTech strategist and explains why intentional tech choices matter more than chasing the next shiny tool.You’ll hear how to:Cut the busywork with AI and automation (billing, documents, account prep)Free up more time for proactive planning and deeper client relationshipsAvoid the “silver bullet” trap of chasing every new app or featureAlign your tech spend with firm goals, not vendor promisesCreate efficiency without losing the human touch that drives loyaltyPacked with practical strategies, this episode will help you turn your tech stack into a true growth engine, not a distraction.🎧 Listen now and learn how to make every tech dollar count while deepening your client connectionsThanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosuresThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25#AdvisorBusinessPodcast #WealthManagement #FinancialAdvisors #ClientExperience #WealthTech #Fintech #AdvisorGrowth #PracticeManagement #LauraHoltz #WealthTechMatchmakerAsk Zach and Kelsey a question!

Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone.In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem.Charesse shares what she’s learned from helping RIAs scale without burning out their teams or burying themselves in tech they don’t fully use. She breaks down the real drivers of operational success: people, processes, and technology—in that order. And she dives into why so many founders are stuck wearing too many hats, slowing down growth and blurring accountability across the business.If you’ve ever defaulted to hiring another ops person or buying another tool without fixing the foundation, this conversation is your wake-up call. Charesse shares simple but powerful ways to shift from running around inside your business to actually leading it forward—with clarity, structure, and a team that’s fully empowered to operate.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosuresThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25#AdvisorBusinessPodcast #RIAOperations #FinancialAdvisors #BusinessLeadership #Fintech #ScalingSmart #AdvisoryFirms #PracticeManagement #CharesseSpiller #LevelBest #FinOpsCoOpAsk Zach and Kelsey a question!

Think you’ve mastered the risk conversation? Think again.In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover:1️⃣ Most risk tolerance scores do little to keep clients invested when markets get rough.2️⃣ Risk tolerance and risk need are completely different but most advisors treat them the same.3️⃣ Failing to involve both partners in risk conversations can impact trust and lead to missed opportunities.They dig into how outdated questionnaires and one-size-fits-all approaches actually undermine the financial plans we’re trying to build for clients. Instead, separating how clients feel about risk from what they need to achieve their goals can open the door to far more meaningful, confidence-building conversations.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosuresThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25#TheAdviceBusinessPodcast #FinancialAdvisors #WealthManagement #RiskManagement #ClientExperience #BehavioralFinance #PlanningBetter #SeedsAdvisorAsk Zach and Kelsey a question!

Want to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit?In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle, the powerhouse duo behind Fyooz Financial Planning, to share how they built a thriving, human-centered firm by staying hyper-focused on one audience: young couples and families.After years in traditional financial institutions, Dan and Natalie made a bold move. They launched their own firm not just to build something different, but to build something that felt true to them. Along the way, they discovered the power of creating a brand that speaks directly to their ideal client, setting clear boundaries around who they serve and how they work.They share how they tackled some of the most common challenges advisors face — like finding the confidence to raise fees, moving away from saying yes to everyone, and creating meaningful experiences where both partners feel equally seen in the financial planning process. Their journey proves that a niche isn’t limiting — it’s the key to deeper relationships, better referrals, and sustainable growth.Now with their own podcast, Money Dates, and a thriving client base, Dan and Natalie are continuing to grow in ways that are both strategic and deeply personal.This episode is packed with honest reflections, practical inspiration, and a clear message: you don’t need to build a firm for everyone. You need to build a firm that’s right for you — and the people you’re best positioned to serve.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosuresThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25#TheAdviceBusinessPodcast #FinancialAdvisors #WealthManagement #ClientExperience #Entrepreneurship #MoneyDates #FyoozFinancialPlanning #AdvisorGrowth #SeedsAsk Zach and Kelsey a question!

Think your brand is just a logo and a color palette? Think again.We talk through what branding really means for financial advisors — and why it’s the secret growth engine most firms are overlooking.Co-hosts Kelsey McKenna and Zach Conway sit down with John Scianna, founder of Objective Brand and former Head of Design at Altruist, to unpack the good, the bad, and the transformational when it comes to advisory branding.From building your firm’s personality into every client touchpoint to rethinking your website, onboarding experience, and even your internal culture, this conversation is packed with straight talk and smart strategy.We also go behind the scenes into our own rebrand— and how going through the process brought us more powerful clarity, consistency, and authenticity.If you’ve been thinking about tightening your message, standing out in a crowded market, or just showing up more, let this episode be your blueprint to all things brand.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosuresThis podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25#TheAdviceBusinessPodcast #FinancialAdvisors #WealthManagement #BrandingForAdvisors #GrowthMindset #Entrepreneurship #SeedsAsk Zach and Kelsey a question!

A lot has changed — and we’re ready to talk about it.In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our Series A round to unveiling a new brand and dropping “Investor” from our name, we're sharing what these changes mean — and why they matter.So, why the shift? Because it was time for our brand to fully reflect our mission. Seeds isn’t just a software company — we’re on a mission to redefine how wealth management works, from the inside out.In this episode, we cover:The behind-the-scenes of building a team positioned for thoughtful, scalable growthWhy brand is about more than a logo — it’s about aligning with purpose and valuesHow technology can empower — not replace — human-centered financial adviceIt’s a new chapter for Seeds. Thanks for being part of it.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosures#TheAdviceBusinessPodcast #FinancialAdvisors #RIA #Fintech #WealthManagement #ClientExperience #PracticeManagement #StartupJourney #UseSeedsAsk Zach and Kelsey a question!

Are you the bottleneck in your own firm? 🚨In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thin, unsure where to focus, or stuck in “fix-everything-at-once” mode — this is your chance to get unstuck.Kelsey drew on years of experience advising firm leaders to develop the 'Growth Constraint Diagnostic'— a tool that helps early-stage firms identify the area of their business to optimize first if they want to unlock growth.In this episode, we cover an overview of the 5 Growth Constraints most common at early-stage RIAs: — The Founder Bottleneck — Team Constraint — Value Prop Confusion — Broken Growth Engines — Operational ComplexityIf you’re ready to stop spinning your wheels and start scaling with purpose, this episode is your roadmap. Plus, soon, you’ll be able to take the quiz, get a custom guide, and clear your path to growth.📥 Growth Constraint Assessment Wait List Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosures#FromTheGroundUpPodcast #FinancialAdvisors #AdvisorGrowth #RIA #WealthManagement #ScaleYourFirm #BusinessDevelopment #Entrepreneurship #SeedsAdvisor #Leadership #PracticeManagementAsk Zach and Kelsey a question!

Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals. 👏Melissa gets real about:👉 Aligning your firm with personal values (spoiler: it matters more than you think)👉 Attracting high-earning millennials and their parents through education-first strategies👉 Managing team dynamics and building a culture rooted in clear communication👉 The power of authenticity in client conversations (ditch the jargon — talk like a human!)If you’re building an advisory firm, scaling a business, or just figuring out how to stay authentic while growing fast, this episode is packed with lessons you don’t want to miss.🚀 Advisors — your clients don’t just need a plan, they need a partner. And Melissa’s story proves how powerful that can be.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosures#FromTheGroundUpPodcast #FinancialAdvisors #AdvisorGrowth #WomenInFinance #FinancialEducation #WealthManagement #RIACommunity  #AuthenticAdvisingAsk Zach and Kelsey a question!Ask Zach and Kelsey a question!

Advisor Growth Stories Begins! 🔥What does it really take to build a thriving, values-driven advisory firm from the ground up?In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms.First up: Leighann Miko, founder of Equalis and co-founder of Avise. After a failed succession plan, Leighann didn’t just pivot—she rebuilt the blueprint for what a modern advisory firm could look like. Focused on serving queer folks, creatives, and women, she turned a “sink or swim” moment into a nearly million-dollar business. 💼💥If you’ve ever struggled with self-confidence, wondered when to hire, or questioned how to serve niche communities at scale—this is the episode for you. Leighann drops real talk on building systems, hiring before you feel ready, and evolving your role as your firm grows.🎯 Key Takeaways for Advisors & Business Owners:You don’t need all the answers—just a willingness to adapt.Hiring early = scaling smart.Serving a niche isn’t limiting—it’s a growth superpower.Mentorship can be your next legacy move.🚀 Whether you're just starting or scaling, Leanne’s story will leave you inspired to grow your business with intention and impact.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosuresAsk Zach and Kelsey a question!#FromTheGroundUpPodcast #AdvisorGrowthStories #FinancialAdvisors #BusinessGrowth #NicheMarketing #Leadership #WomenInFinance #QueerFinance #RIA #WealthManagementAsk Zach and Kelsey a question!

What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future.On this episode of From The Ground Up, Zach Conway and Kelsey McKenna break down their biggest takeaways from the Future Proof conference—from the latest tech innovations to the real challenges firms need to solve now.💡 Key insights for financial advisors & business owners:✅ Tech with Purpose: Innovation is exciting, but does it actually move your firm forward?✅ Fix Your Constraints: Growth isn’t just about adding more—it’s about solving what’s holding you back.✅ Industry Collaboration: The firms that win are the ones that build strong, strategic partnerships.The future of wealth management is here.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosures#WealthManagement #FinancialAdvisors #FutureProof #BusinessGrowth #TechForAdvisors #ScalingSuccess #PodcastAsk Zach and Kelsey a question!

Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance.In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s insights from Ritholtz Wealth Management have shaped their own journey over the past year can be even tougher.🎯 Key Takeaways:✅ Strategic Hiring: Why culture fit matters just as much as skill set.✅ Sustainable Growth: Expanding your reach without sacrificing core values.✅ Proactive Problem-Solving: How to anticipate challenges before they derail progress.✅ Empowering Leadership: Building a team that’s trusted, motivated, and set up for success.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogDisclosures#FinancialAdvisors #WealthManagement #BusinessGrowth #Leadership #CultureMatters #ScalingSuccess #PodcastAlertAsk Zach and Kelsey a question!Ask Zach and Kelsey a question!

The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need. With demand for human advisors growing, firms that optimize their operating systems now will be best positioned for success.In this episode, Kelsey McKenna and Zach Conway break down:👥 Teaming: How structuring advisory teams properly and creating clear career paths can enhance efficiency.📈 Lead generation: Why advisors should stop wasting time on DIY marketing and build marketing and sales functions intentionally.🤖 Technology: The right way to leverage AI and automation without losing the personal touch clients value.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!#FinancialAdvisors #MarketingStrategy #ClientEngagement #BusinessGrowth #WealthManagement #PodcastAlertAsk Zach and Kelsey a question!

Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth.Here’s what you’ll learn:🔄 Funnel vs. Flywheel: Why shifting to a client-first, momentum-building model leads to better retention & referrals.🎙️ Stage-Specific Strategies: Kelsey and Kelly share their top marketing ideas for each phase of the flywheel.🎉 Mastering the ‘Delight’ Phase: Why post-sale engagement is the secret weapon for long-term loyalty and advocacy.Hear how you can shift your marketing mindset from a funnel to a flywheel to drive sustainable, organic growth.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!#FinancialAdvisors #MarketingStrategy #ClientEngagement #BusinessGrowth #WealthManagement #PodcastAlertAsk Zach and Kelsey a question!

Is your value proposition really delivering what clients want? 🤔In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provide and what clients actually value.Spoiler alert: there’s a lot more to it than just great advice.Here’s what you’ll learn:🍽️ Think like a top-tier restaurant: It’s not just about serving advice—it’s about making sure it’s exactly what your clients crave.📊 Use data to elevate your service: How actionable insights can help bridge performance gaps in fee transparency, engagement, and personalization.🤝 Co-create, don’t just sell: Shift to a collaborative model where clients feel empowered, understood, and involved in their financial journey.🎧 Stop guessing what clients want—start delivering real, lasting value!Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!#FinancialAdvisors #BusinessOwners #ClientEngagement #WealthManagement #ValueProposition #PersonalizedAdvice #PodcastAlertAsk Zach and Kelsey a question!

Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025!In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential!Here’s what you’ll learn:The Power of Focus: Prioritize tasks that drive the biggest impact and avoid getting caught up in distractions.Smart Team Structuring: Define clear roles and delegate effectively to unlock your team’s full potential.Strategic Planning That Works: Learn how to reassess, refine, and execute realistic goals with the right resources.Thanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur Blog#fromthegroundup #fromthegrounduppodcast #SeedsInvestor #ZachConway #KelseyMcKenna #NewYear #NewPlans #Plan2025Ask Zach and Kelsey a question!

In this episode of From The Ground Up Podcast, Zach Conway, Kelsey McKenna, and guest Adam Holt explore how financial advisors can enhance client relationships through clear communication and innovative tools like Asset-Map. They discuss simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet the needs of next-generation investors. By emphasizing empathy, holistic financial organization, and engaging visualization techniques, the conversation provides actionable insights for advisors looking to build trust and adapt to evolving client expectations.Key Points:Simplifying CommunicationClient-Centric AdvisingUtilizing Visualization ToolsEngaging the Next GenerationHolistic Financial OrganizationThanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur Blog#fromthegroundup #fromthegrounduppodcast #SeedsInvestor #ZachConway #KelseyMcKenna #NextGenFinancialTips #GenAlphaAsk Zach and Kelsey a question!

In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new product to market to improve upon their service offering. They emphasize starting with a clear understanding of client needs before optimizing processes, ensuring services are tailored and effective.This episode also highlight the value of clear goals, experimentation, and continuous improvement to avoid rigid service models. It explore how firms can can differentiate their offering for different client personas and deliver personalized solutions that address unique pain points rather than scaling services based on asset size. By embracing feedback and aligning service structures with client personas, firms can enhance satisfaction, retention, and overall success.Key Points:Mindset Shifts For GrowthAgile ExperimentationTailoring Service OfferingsClarifying Your Value PropositionThanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur Blog#fromthegroundup #fromthegrounduppodcast #marketingtactics #leadgeneration #startupbusinessAsk Zach and Kelsey a question!

Scrappy Marketing Tactics to Kickstart Lead GenIn this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by directly engaging with target audiences and leveraging customer feedback.Drawing from real-world examples like Ritholtz’s multi-media approach and Facebook group engagement, they highlight the importance of resource creation, trust-building, and aligning marketing efforts with client pain points. With a blend of humor and practical advice, Kelsey and Zach offer a focused, scrappier approach to lead generation, underscoring the value of understanding both product and audience before scaling to foster sustainable growth.Key Points:SEO ChallengesMeeting Clients Where They AreOrganic EngagementFeedback-Driven DevelopmentPipeline and Funnel StrategyThanks for listening!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur Blog#fromthegroundup #fromthegrounduppodcast #marketingtactics #leadgeneration #startupbusinessAsk Zach and Kelsey a question!

In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey.We talk about keeping clients, meeting compliance, and using personality insights to build a stronger team. This season has been all about sharing what we’re learning along the way, and as we look forward to season two, we’re excited to bring you even more valuable conversations. Thank you for being part of this with us!Episodes referenced:Overcoming the Burnout Odds: Creating Momentum with Scrappy SalesA New View on the Advisor Support Model with AviseUnveiling the Full Spectrum of Financial Planning with Michael ConwayCulture over Quantity: Building a System of Sustainable Growth with Michael BatnickConnect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

What if the future of financial advising is more personal, tech-savvy, and engaging? In this episode, Andrew Evans, CEO of Rossby Financial, shares how he's putting the industry on notice with new technology inspired by Disney’s "plussing the park."We also look back on the Future Proof festival—celebrating progress, tackling challenges, and turning excitement into real action. Our chat explores how modern tech can improve client experiences and connect with younger, more diverse clients.Connect with us: Andrew Evans on LinkedInRossby FinancialZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer tips for client retention, like clearly articulating the value of your services. Plus, we talk about the importance of understanding clients on a deeper level and give a sneak peek at our upcoming Investment Mindset Guide to help advisors better serve their clients. Stay tuned until the end to hear the results of the quiz we take! Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogTake the quiz we took this episode: Seeds AssessmentAsk Zach and Kelsey a question!

In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for advisors nearing retirement, and debate whether bringing in fresh expertise is better than optimizing existing processes. We also dive into overlooked issues in wealth management, such as the need for clearer service models and better communication about the role of advisors. And stay tuned until the end to hear the results of the Enneagram quiz they take! Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogTake the quiz we took this episode: Enneagram Personality TestAsk Zach and Kelsey a question!

In this episode, we explore how to build and keep customer trust from sales to onboarding. Learn practical tips for handling setbacks, improving customer satisfaction, and why hands-on leadership with direct customer engagement is key to growth. Plus, enjoy a fun Taylor Swift quiz and insights on modern investments.And stay tuned until the end to hear which Buzzfeed quiz they take this time! Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogTake the quiz we took this episode: Let's Figure Out Which Taylor Swift Song Describes Your Life To A TAsk Zach and Kelsey a question!

In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the current business model? Are they talking about changing their business model? Or do they really just mean that they want to make sure they protect their current revenue from atrophying? Zach touches on what he’s seen in his own wealth business, and they dissect how Seeds specifically helps advisors clarify and achieve specific growth goals.And stay tuned until the end to hear which Buzzfeed quiz they take this time! Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogTake the quiz we took this episode: Everyone Is Like One Disney Princess And One Mario Princess — Let's See Who You AreAsk Zach and Kelsey a question!Ask Zach and Kelsey a question!

Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal stories, they explore the unique challenges and opportunities startups face, from vision and growth strategies to real-world paths to success. Discover the critical traits for hiring in startups, emphasizing customer-centric attitudes and ownership mentality. They also discuss the importance of transparency and low ego, along with using personality assessments like DISC and True Colors during the hiring process. Whether you're a founder or an aspiring entrepreneur, this episode is packed with actionable advice and inspiring stories. Tune in for essential startup insights!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogTake the quiz we took this episode: True ColorsAsk Zach and Kelsey a question!Ask Zach and Kelsey a question!

Ever felt like quitting when setbacks hit your new business? We've been there and come out stronger. Join us as we share actionable strategies for staying motivated and tackling challenges head-on.  Remote teams can thrive, but how do you build genuine connections when everyone is miles apart? From quarterly in-person meetings to intentional communication, we uncover secrets to effective remote team-building. Discover the power of understanding individual motivations and providing clear context to enhance collaboration and productivity. Submit your burning questions to shape our future episodes. Listen now!Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogTake the quiz we took this episode:Free DISC Personality testAsk Zach and Kelsey a question!Ask Zach and Kelsey a question!

What if you’re solving a problem that isn’t really the problem?In this episode of “From The Ground Up,” Zach Conway and Kelsey McKenna explore how misdiagnosing business problems can just lead to more problems rather than solutions. They also cover how perceived industry trends may not always be your best guide in making business decisions. Instead, direct customers should be the most critical voice in deciding how to shape your products and services.. They share how initial feedback at Seeds shaped their path and offer insights on strategic adaptation in a rapidly changing market.Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogTake the quiz we took this episode:Which Taylor Swift Era Am I?Ask Zach and Kelsey a question!

The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other complexities and questions beyond the scope of your solution.In this episode of From The Group Up, Zach Conway and Kelsey McKenna host a conversation with Torie Happe, the Head of Partnerships at Holsitiplan. She shares the importance of understanding her customer’s broader issues in order to not only best deliver their product solution, but to help each firm more clearly understand exactly where it fits within their more complex needs. Torie discusses the importance of not just delivering great technology but building deep relationships with customers to continuously build trust and support their needs as their business evolves.  Connect with us: Torie Happe on LinkedinZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

Why do many people still misunderstand the value of financial advisors? Zach Conway and Kelsey McKenna dissect a conversation with a startup expert who doesn't use an advisor. Discover how to communicate value, address misconceptions head-on, and connect with clients on a deeper level.Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

How does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratifying and enlightening conversations with clients.“You have to take a human first approach. Some people get it quickly, and they start doing it early on in their career. For me, it took a few decades, but better to be slow than stupid.”Key Takeaways:Embracing a human-first approach doesn't require a seismic shift—start by simply shifting the conversation.Understanding clients' money stories can profoundly impact your financial planning recommendations.The benefits of conducting "rediscovery" meetings and tactics for initiating the conversion.Connect with us: Ross Marino on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Resources Mentioned:SHIFT ConferenceSeeds InvestorAsk Zach and Kelsey a question!

Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other.Advisors want to maintain their independence and brand identity but struggle to build a business from scratch without substantial infrastructure. This creates a dilemma: join a larger firm and lose some autonomy, or go entirely independent and face overwhelming operational burdens.This week, Zach Conway and Kelsey McKenna are joined by Katrina Soelter and Leighann Miko, co-founders of Avise. Avise is an RIA co-op that provides advisors with the administrative resources they need to build their ideal practice. Learn how advisors can maintain control while offloading burdensome tasks, leading to greater long-term success and client satisfaction.Connect with us: Katrina Soelter on LinkedInLeighann Miko on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway and Kelsey McKenna chat with the highly accomplished Dr. Preston Cherry about how to have build human connections with the younger generations. Connect with us: Dr. Preston Cherry on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

When financial advisors are asked at conferences if they feel like a client’s therapist, almost always, an entire room raises its hands. With a majority of advisors not trained in therapeutic techniques, they are left to navigate the emotional aspects of money management. Brian Portnoy, Founder of Shaping Wealth, joins Zach Conway, and Kelsey McKenna to discuss how advisors need to embrace "human-centric" advice while staying on the correct side of the line from a therapeutic standpoint, based on their qualifications.Connect with us: Brian Portnoy on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs. Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits down with Zach Conway and Kelsey McKenna to dive into why some advisors shy away from new technology and best practices for firms looking to embrace the digital landscape. Technology doesn’t have to be intimidating. It is a tool to help advisors scale their business efficiently. Connect with us: Anthony Stich on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

In an industry where broad appeal is commonplace, creating a niche is the path to scaling your business. Join Zach Conway and Kelsey McKenna as they sit down with Guillaume Decalf, CEO of Oui Financial, to break down defining your niche, the value of “free” advice, and targeting the right audience. Guillaume Decalf’s extensive background is a masterclass for new and seasoned advisors, providing strategies and best practices to define and serve your clientele. Connect with us: Guillaume Decalf on LinkedInOui Financial Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

Some businesses can achieve initial growth but struggle to later get to the next level. Or worse, they get to the next level of financial success but at the cost of good culture. Michael Batnick, CFA, joins Zach Conway and Kelsey McKenna to discuss leading with culture, effective hiring strategies, and building a strong foundation for your business.  Michael Batnick’s insights bring new perspectives to leaders, with his experiences at Ritholtz Wealth Management serving as an example for businesses looking to grow. Connect with us: Michael Batnick on LinkedIn Ritholtz Wealth Management Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

The financial advisory world is at a crossroads. There are over 109,000 financial advisors today, with around 40% of them planning to retire in the next ten years. That leaves a big gap to fill. The next generation has plenty of talent, but the challenge is getting them to step up and stick around. Zach Conway and Kelsey McKenna hear from Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, and RICP, who shares his insights into why it's been tough to draw new talent into the wealth management industry and what the industry can do to fix the problem. Jamie Hopkins brings a wealth of experience and expertise to the podcast, sharing how the FinServ Foundation and Bryn Mawr Capital Management are revolutionizing their spaces. Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Jamie Hopkins on LinkedIn FinServ Foundation Bryn Mawr Capital ManagementRichard Brandon’s “Disruptive Entrepreneurship”Alex Hormozi’s 100M Leads: How To Get Strangers to Want to Buy Your Stuff Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

Whether you're a seasoned advisor or a newcomer to the field, there is no question that the early days within the financial advisory world can be challenging. Join Zach Conway and Kelsey McKenna as we offer a candid look into the critical early stages of a financial advisor's career. We share real-life accounts from those who've walked the path and insights on the necessary “scrappiness” and adaptability required to make it past the make-or-break first three years.Our conversation goes beyond conventional wisdom, probing into how critical reflection and review are when growing a business. Embodying authenticity and defining your persona allows you to create a real connection with your clientele.Connect with us!Follow Zach Conway on LinkedInFollow Kelsey McKenna on LinkedInWant to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

Have you ever wondered how the complex maze of technology can be harnessed to fuel business growth? Join Zach Conway and Kelsey McKenna on a journey through the ever-evolving world of advisor tech, where we share our hard-earned insights from our own experience starting Seeds Investor. Hear about the pivotal moments and strategic choices that led us to build an investment platform with the client's journey at its core, and why we believe in the profound impact of aligning tech with human relationships.But it's not all about the tech; it's about the people it serves and those who wield it. We reflect on the importance of fostering independence in business operations, enabling growth, and even preparing for a potential sale, all while keeping client experiences personal and distinctive. Plus, get a glimpse into the dynamic of our recent all-hands meeting, offering lessons on teamwork and innovation in addressing customer needs within the asset management and tech realm. Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

Join us this week as we chat with Michael Conway, CEO of Conway Wealth, about financial plan that can cover all bases. In this conversation, we cut through the complexity of holistic financial planning and discuss the multifaceted roles financial advisors play beyond managing investments. Delve into how being your personal CFO, from estate planning to insurance and cash flow, could solidify your financial future.Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

Ever wonder how some startups transform into powerhouses? Your hosts, Zach Conway and Kelsey McKenna from Seeds Investor, are going to explore the mindset and processes behind  the growth-focused terrain of the startup world. We dissect Jeff Weiner's 'vision to values' framework, revealing how a company's core beliefs can steer every team member toward a shared goal of consistent and sustainable expansion. With insights from our work at Seeds, we offer a practical blueprint for advisory businesses and startups alike on cultivating a culture hungry for growth.Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!

Are your investments truly reflecting your individual story and values? In today’s episode of From the Ground Up, we want to highlight some possible ways you as a financial advisor can help your clients understand that you see them as more than just another entry on their balance sheet. Today, we address the alarming trend of a 90% shift away from legacy financial advisors by affluent investors and dissect what this means for the future of personalized financial guidance. Our exploration delves into the essence of feeling understood and the crucial role this plays in forging sustainable client-advisor relationships.We wrap up with strategic insights into aligning investment portfolios with the deeply held values and aspirations of investors, ensuring they are not only heard but truly understood. We hope you'll walk away with practical tips on optimizing processes and communication strategies to better serve a diverse clientele, reinforcing the critical balance of personalization and scalability in today's financial advisory landscape.Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!Seeds Investor WebsiteOur BlogAsk Zach and Kelsey a question!