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
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.
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