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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
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!