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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
Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller
Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone.
In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem.
Charesse shares what she’s learned from helping RIAs scale without burning out their teams or burying themselves in tech they don’t fully use. She breaks down the real drivers of operational success: people, processes, and technology—in that order. And she dives into why so many founders are stuck wearing too many hats, slowing down growth and blurring accountability across the business.
If you’ve ever defaulted to hiring another ops person or buying another tool without fixing the foundation, this conversation is your wake-up call. Charesse shares simple but powerful ways to shift from running around inside your business to actually leading it forward—with clarity, structure, and a team that’s fully empowered to operate.
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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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