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
How To Apply A Tech Product Mindset To Build Your Service Offering
In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new product to market to improve upon their service offering. They emphasize starting with a clear understanding of client needs before optimizing processes, ensuring services are tailored and effective.
This episode also highlight the value of clear goals, experimentation, and continuous improvement to avoid rigid service models. It explore how firms can can differentiate their offering for different client personas and deliver personalized solutions that address unique pain points rather than scaling services based on asset size. By embracing feedback and aligning service structures with client personas, firms can enhance satisfaction, retention, and overall success.
Key Points:
- Mindset Shifts For Growth
- Agile Experimentation
- Tailoring Service Offerings
- Clarifying Your Value Proposition
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