
From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
Disclosures: https://tinyurl.com/SeedsDisclosures
Podcasting since 2024 • 36 episodes
From the Ground Up
Latest Episodes
Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles
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 ...
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Season 2
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Episode 10
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49:54

Takeaways from Future Proof Citywide: What Building the 'Perfect Tech Stack' Really Means
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 th...
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Season 2
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Episode 9
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48:56

Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick
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,...
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Season 2
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Episode 8
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48:57

Reimagining the Advisor OS as Demand for Advice Increases
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 ...
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Season 2
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Episode 7
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38:15

Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing
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 traditio...
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Season 2
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Episode 6
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41:39
