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
Scrappy Marketing Tactics to Kickstart Lead Gen
Scrappy Marketing Tactics to Kickstart Lead Gen
In this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by directly engaging with target audiences and leveraging customer feedback.
Drawing from real-world examples like Ritholtz’s multi-media approach and Facebook group engagement, they highlight the importance of resource creation, trust-building, and aligning marketing efforts with client pain points. With a blend of humor and practical advice, Kelsey and Zach offer a focused, scrappier approach to lead generation, underscoring the value of understanding both product and audience before scaling to foster sustainable growth.
Key Points:
- SEO Challenges
- Meeting Clients Where They Are
- Organic Engagement
- Feedback-Driven Development
- Pipeline and Funnel Strategy
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