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.
Podcasting since 2024 • 31 episodes
From the Ground Up
Latest Episodes
Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman
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 provid...
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Season 2
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Episode 5
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49:05
New Year, New Plans: How to Prep for Growth in 2025
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 you...
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Season 2
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Episode 4
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33:40
Winning Next Gen with H. Adam Holt of Asset-Map
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 simpli...
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Season 2
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Episode 3
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41:22
How To Apply A Tech Product Mindset To Build Your Service Offering
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 produc...
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Season 2
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Episode 2
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40:33
Scrappy Marketing Tactics to Kickstart Lead Gen
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 ...
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Season 2
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Episode 1
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43:24