From the Ground Up

Do Your Customers Think You’re Worth Your Fee?

Seeds Investor

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, and connect with clients on a deeper level.

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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!

Ask Zach and Kelsey a question!