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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
From the Ground Up: Disrupting the Financial Advisory World with Seeds
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 unpack the delicate dance between modernizing operations and keeping those ever-important client relationships thriving.
No jargon, no fluff; just insights on how to navigate the investment advisory landscape with heart and smarts. Tune in, and let's grow together.
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!