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
Reimagining the Advisor OS as Demand for Advice Increases
The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need. With demand for human advisors growing, firms that optimize their operating systems now will be best positioned for success.
In this episode, Kelsey McKenna and Zach Conway break down:
- 👥 Teaming: How structuring advisory teams properly and creating clear career paths can enhance efficiency.
- 📈 Lead generation: Why advisors should stop wasting time on DIY marketing and build marketing and sales functions intentionally.
- 🤖 Technology: The right way to leverage AI and automation without losing the personal touch clients value.
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