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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
From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®
Is your tech making your client experience better or just busier?
In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right technology.
Laura shares her journey from advisor to WealthTech strategist and explains why intentional tech choices matter more than chasing the next shiny tool.
You’ll hear how to:
- Cut the busywork with AI and automation (billing, documents, account prep)
- Free up more time for proactive planning and deeper client relationships
- Avoid the “silver bullet” trap of chasing every new app or feature
- Align your tech spend with firm goals, not vendor promises
- Create efficiency without losing the human touch that drives loyalty
Packed with practical strategies, this episode will help you turn your tech stack into a true growth engine, not a distraction.
🎧 Listen now and learn how to make every tech dollar count while deepening your client connections
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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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