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!
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!