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
From the Ground Up
Beyond the Balance Sheet: The Art of Building Trust in Financial Planning
On today’s episode of From the Ground Up, Zach Conway and Kelsey McKenna peel back the layers of history to reveal why performance numbers have taken center stage and how advisors can spotlight their true strengths instead. Listen as we shift the focus back to the art of holistic financial planning. This isn't just about portfolios; it's about crafting a client journey that resonates with the comprehensive counsel that only a seasoned advisor can provide.
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!