Ask Zach and Kelsey a question!
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!
Ask Zach and Kelsey a question!
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!