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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
Are Financial Advisors Really Ready for AI?
At this year’s Future Proof Festival, one theme stole the spotlight: AI.
Everywhere you turned, someone was pitching an AI-driven solution.
But what is all this efficiency really serving? Because no matter how powerful the tech, it can’t replace the fundamentals of delivering clarity, confidence, and genuine value to clients.
In this episode, we take you inside the buzz of the Future Proof, unpacking trends and insights we took away from packed panel discussions and one-on-one conversations with advisors facing real challenges.
Whether you were part of the action or catching up on what you missed, this conversation is worth hearing.
Here are 4 key highlights from the conversation:
▶️ Why AI is dominating wealth management, but adoption without purpose is a risky move.
▶️ The disconnect between what advisors believe is valuable and what clients actually experience as valuable.
▶️ How many firms get stuck over-investing in operational efficiency without considering client experience.
▶️ Why the future belongs to advisors who combine technical excellence with deep human connection.
It’s a conversation about slowing down, reflecting, and doubling down on the one thing no algorithm can replicate: authentic, personalized client experiences.
Thanks for listening!
Connect with us:
Zach Conway: www.linkedin.com/in/zachary-conway
Kelsey McKenna: www.linkedin.com/in/kelseymckenna3
Ready to grow your business with Seeds? Schedule your personalized demo today.
Website: www.useseeds.com
Our Blog: https://useseeds.com/blog/
LinkedIn: https://www.linkedin.com/company/seeds-investor
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