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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: Building for a Niche & Overcoming Fee Fear with Dan & Natalie Slagle
Want to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit?
In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle, the powerhouse duo behind Fyooz Financial Planning, to share how they built a thriving, human-centered firm by staying hyper-focused on one audience: young couples and families.
After years in traditional financial institutions, Dan and Natalie made a bold move. They launched their own firm not just to build something different, but to build something that felt true to them. Along the way, they discovered the power of creating a brand that speaks directly to their ideal client, setting clear boundaries around who they serve and how they work.
They share how they tackled some of the most common challenges advisors face — like finding the confidence to raise fees, moving away from saying yes to everyone, and creating meaningful experiences where both partners feel equally seen in the financial planning process. Their journey proves that a niche isn’t limiting — it’s the key to deeper relationships, better referrals, and sustainable growth.
Now with their own podcast, Money Dates, and a thriving client base, Dan and Natalie are continuing to grow in ways that are both strategic and deeply personal.
This episode is packed with honest reflections, practical inspiration, and a clear message: you don’t need to build a firm for everyone. You need to build a firm that’s right for you — and the people you’re best positioned to serve.
Thanks for listening!
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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: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25
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