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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
Advisor Growth Stories: How a People-First Mentality Translates to Growth
Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️
On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals. 👏
Melissa gets real about:
👉 Aligning your firm with personal values (spoiler: it matters more than you think)
👉 Attracting high-earning millennials and their parents through education-first strategies
👉 Managing team dynamics and building a culture rooted in clear communication
👉 The power of authenticity in client conversations (ditch the jargon — talk like a human!)
If you’re building an advisory firm, scaling a business, or just figuring out how to stay authentic while growing fast, this episode is packed with lessons you don’t want to miss.
🚀 Advisors — your clients don’t just need a plan, they need a partner. And Melissa’s story proves how powerful that can be.
Thanks for listening!
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