.jpg)
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.
-------
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
Takeaways from Future Proof Citywide: What Building the 'Perfect Tech Stack' Really Means
What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future.
On this episode of From The Ground Up, Zach Conway and Kelsey McKenna break down their biggest takeaways from the Future Proof conference—from the latest tech innovations to the real challenges firms need to solve now.
💡 Key insights for financial advisors & business owners:
✅ Tech with Purpose: Innovation is exciting, but does it actually move your firm forward?
✅ Fix Your Constraints: Growth isn’t just about adding more—it’s about solving what’s holding you back.
✅ Industry Collaboration: The firms that win are the ones that build strong, strategic partnerships.
The future of wealth management is here.
Thanks for listening!
Connect with us:
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
#WealthManagement #FinancialAdvisors #FutureProof #BusinessGrowth #TechForAdvisors #ScalingSuccess #Podcast