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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
A New View on the Advisor Support Model with Avise
Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other.
Advisors want to maintain their independence and brand identity but struggle to build a business from scratch without substantial infrastructure. This creates a dilemma: join a larger firm and lose some autonomy, or go entirely independent and face overwhelming operational burdens.
This week, Zach Conway and Kelsey McKenna are joined by Katrina Soelter and Leighann Miko, co-founders of Avise. Avise is an RIA co-op that provides advisors with the administrative resources they need to build their ideal practice. Learn how advisors can maintain control while offloading burdensome tasks, leading to greater long-term success and client satisfaction.
Connect with us:
- Katrina Soelter on LinkedIn
- Leighann Miko on LinkedIn
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!