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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
The Shift to Personalized Wealth Management
Are your investments truly reflecting your individual story and values? In today’s episode of From the Ground Up, we want to highlight some possible ways you as a financial advisor can help your clients understand that you see them as more than just another entry on their balance sheet. Today, we address the alarming trend of a 90% shift away from legacy financial advisors by affluent investors and dissect what this means for the future of personalized financial guidance. Our exploration delves into the essence of feeling understood and the crucial role this plays in forging sustainable client-advisor relationships.
We wrap up with strategic insights into aligning investment portfolios with the deeply held values and aspirations of investors, ensuring they are not only heard but truly understood. We hope you'll walk away with practical tips on optimizing processes and communication strategies to better serve a diverse clientele, reinforcing the critical balance of personalization and scalability in today's financial advisory landscape.
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!