.jpg)
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.
From the Ground Up
Picking the Right Tech Stack to Grow your Business
Have you ever wondered how the complex maze of technology can be harnessed to fuel business growth? Join Zach Conway and Kelsey McKenna on a journey through the ever-evolving world of advisor tech, where we share our hard-earned insights from our own experience starting Seeds Investor. Hear about the pivotal moments and strategic choices that led us to build an investment platform with the client's journey at its core, and why we believe in the profound impact of aligning tech with human relationships.
But it's not all about the tech; it's about the people it serves and those who wield it. We reflect on the importance of fostering independence in business operations, enabling growth, and even preparing for a potential sale, all while keeping client experiences personal and distinctive. Plus, get a glimpse into the dynamic of our recent all-hands meeting, offering lessons on teamwork and innovation in addressing customer needs within the asset management and tech realm.
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!