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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
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.
Thanks for listening!
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