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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.
Episodes
40 episodes
Reflecting on Our Rebrand with John Scianna
Think your brand is just a logo and a color palette? Think again.We talk through what branding really means for financial advisors — and why it’s the secret growth engine most firms are overlooking.Co-hosts Kelsey McKenna and Zach...
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Season 2
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Episode 14
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44:18
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Our Big Announcement: Welcome to The Advice Business Podcast
A lot has changed — and we’re ready to talk about it.In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our Series A round to unve...
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Season 2
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Episode 13
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39:51
The 5 Growth Constraints: What's Holding You Back?
Are you the bottleneck in your own firm? 🚨In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thi...
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Season 2
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Episode 12
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58:03
Advisor Growth Stories: How a People-First Mentality Translates to Growth
Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founde...
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Season 2
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Episode 11
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55:37
Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles
Advisor Growth Stories Begins! 🔥What does it really take to build a thriving, values-driven advisory firm from the ground up?In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where ...
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Season 2
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Episode 10
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49:54
Takeaways from Future Proof Citywide: What Building the 'Perfect Tech Stack' Really Means
What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future.On this episode of From The Ground Up, Zach Conway and Kelsey McKenna break down th...
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Season 2
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Episode 9
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48:56
Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick
Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance.In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway,...
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Season 2
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Episode 8
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48:57
Reimagining the Advisor OS as Demand for Advice Increases
The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need. With demand for human ...
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Season 2
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Episode 7
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38:15
Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing
Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditio...
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Season 2
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Episode 6
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41:39
Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman
Is your value proposition really delivering what clients want? 🤔In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provid...
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Season 2
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Episode 5
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49:05
New Year, New Plans: How to Prep for Growth in 2025
Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025!In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge you...
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Season 2
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Episode 4
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33:40
Winning Next Gen with H. Adam Holt of Asset-Map
In this episode of From The Ground Up Podcast, Zach Conway, Kelsey McKenna, and guest Adam Holt explore how financial advisors can enhance client relationships through clear communication and innovative tools like Asset-Map. They discuss simpli...
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Season 2
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Episode 3
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41:22
How To Apply A Tech Product Mindset To Build Your Service Offering
In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new produc...
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Season 2
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Episode 2
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40:33
Scrappy Marketing Tactics to Kickstart Lead Gen
Scrappy Marketing Tactics to Kickstart Lead GenIn this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by ...
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Season 2
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Episode 1
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43:24
Recapping the Best Moments of Season 1
In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey.We talk about keeping clients, meeting compliance, and using personality insights t...
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47:59
Realizing the Firm of the Future with Rossby’s Andrew Evans
What if the future of financial advising is more personal, tech-savvy, and engaging? In this episode, Andrew Evans, CEO of Rossby Financial, shares how he's putting the industry on notice with new technology inspired by Disney’s "plussing the p...
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52:03
Why They Leave: Top Reasons Customers Walk Away
In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer t...
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54:19
The Top 3 Most Overlooked Issues Facing Wealth Management
In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for ...
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48:57
How to Build (and Keep) Customer Trust Through Your Customer Experience
In this episode, we explore how to build and keep customer trust from sales to onboarding. Learn practical tips for handling setbacks, improving customer satisfaction, and why hands-on leadership with direct customer engagement is key to growth...
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43:41
What Do You Really Mean When You Say You Want To Grow?
In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the curr...
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37:36
What Does Being An ‘Early Stage Start-Up’ Even Mean?
Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal storie...
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45:15
Remote Culture: Creating Collaboration and Positivity Outside of the Office
Ever felt like quitting when setbacks hit your new business? We've been there and come out stronger. Join us as we share actionable strategies for staying motivated and tackling challenges head-on. Remote teams can thrive, b...
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39:17
You Can’t Be 80% Right: The Effects Of Misdiagnosing Business Problems
What if you’re solving a problem that isn’t really the problem?In this episode of “From The Ground Up,” Zach Conway and Kelsey McKenna explore how misdiagnosing business problems can just lead to more problems rather than solutions. They...
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35:12
Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other...
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35:33
Do Your Customers Think You’re Worth Your Fee?
Why do many people still misunderstand the value of financial advisors? Zach Conway and Kelsey McKenna dissect a conversation with a startup expert who doesn't use an advisor. Discover how to communicate value, address misconceptions head-on, a...
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38:08