Seeds

The Advice Business Podcast

Business EN ↓ 52 episodes

Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a business designed to make a difference. Zach and Kelsey are joined by industry guests, financial advisors, a...

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Seeds

Episodes

Beyond the Balance Sheet: The Art of Building Trust in Financial Planning 09.01.2024 36:44

On today’s episode of From the Ground Up, Zach Conway and Kelsey McKenna peel back the layers of history to reveal why performance numbers have taken center stage and how advisors can spotlight their true strengths instead. Listen as we shift the focus back to the art of holistic financial planning. This isn't just about portfolios; it's about crafting a client journey that resonates wi...

From the Ground Up: Disrupting the Financial Advisory World with Seeds 08.01.2024 23:46

On this first episode of From the Ground Up , Zach Conway and Kelsey McKenna dive into the transformation sweeping through investment advising. We're not just talking numbers and charts here – we're diving into the human stories behind the portfolios, the values driving investment choices, and why a sleek, digital experience matters for financial advisors and their clients. Join us as we...