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.
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From the Ground Up
New Year, New Plans: How to Prep for Growth in 2025
Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025!
In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential!
Here’s what you’ll learn:
- The Power of Focus: Prioritize tasks that drive the biggest impact and avoid getting caught up in distractions.
Smart Team Structuring: Define clear roles and delegate effectively to unlock your team’s full potential.
- Strategic Planning That Works: Learn how to reassess, refine, and execute realistic goals with the right resources.
Thanks for listening!
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