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The Advice Business Podcast
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, and the Seeds team to explore how the right mindset, tools, and vision can turn advisors into a force for good.
Whether you're just starting out or scaling up, The Advice Business Podcast offers a fresh perspective, a few laughs, and the kind of support that makes you feel like you're not building alone.
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This 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 useseeds.com and tinyurl.com/SeedsFormCRS25.
The Advice Business Podcast
Latest Episodes
Is Your Firm Built For What 2026 Will Demand?
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 ...
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The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor
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 Th...
When’s the Last Time You Audited Your Portfolio Construction Process?
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 ...
Do Your Clients Think You're As Empathetic As You Think You Are?
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.