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.
Disclosures: https://tinyurl.com/SeedsDisclosures
From the Ground Up
Recapping the Best Moments of Season 1
In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey.
We talk about keeping clients, meeting compliance, and using personality insights to build a stronger team. This season has been all about sharing what we’re learning along the way, and as we look forward to season two, we’re excited to bring you even more valuable conversations. Thank you for being part of this with us!
Episodes referenced:
- Overcoming the Burnout Odds: Creating Momentum with Scrappy Sales
- A New View on the Advisor Support Model with Avise
- Unveiling the Full Spectrum of Financial Planning with Michael Conway
- Culture over Quantity: Building a System of Sustainable Growth with Michael Batnick
Connect with us:
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!