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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
Our Big Announcement: Welcome to The Advice Business Podcast
A lot has changed — and we’re ready to talk about it.
In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our Series A round to unveiling a new brand and dropping “Investor” from our name, we're sharing what these changes mean — and why they matter.
So, why the shift? Because it was time for our brand to fully reflect our mission. Seeds isn’t just a software company — we’re on a mission to redefine how wealth management works, from the inside out.
In this episode, we cover:
- The behind-the-scenes of building a team positioned for thoughtful, scalable growth
- Why brand is about more than a logo — it’s about aligning with purpose and values
- How technology can empower — not replace — human-centered financial advice
It’s a new chapter for Seeds. Thanks for being part of it.
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!
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