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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
Overcoming the Burnout Odds: Creating Early Momentum with Scrappy Sales
Whether you're a seasoned advisor or a newcomer to the field, there is no question that the early days within the financial advisory world can be challenging. Join Zach Conway and Kelsey McKenna as we offer a candid look into the critical early stages of a financial advisor's career. We share real-life accounts from those who've walked the path and insights on the necessary “scrappiness” and adaptability required to make it past the make-or-break first three years.
Our conversation goes beyond conventional wisdom, probing into how critical reflection and review are when growing a business. Embodying authenticity and defining your persona allows you to create a real connection with your clientele.
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