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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
Where Humanity Meets Expertise: The True Foundation of Advisor Value
What does it really take to be a great financial advisor today?
Zach Conway and Kelsey McKenna mark nearly two years behind the mic by tackling this question every advisor should be asking themselves.
In a time dominated by conversations of DIY investing and AI, empathy and presence matter just as much as advisor expertise in client conversations.
The kicker? Empathy can’t happen without presence, and true presence can’t happen without expertise fueling advisor confidence. In this episode, Zach and Kelsey make the case that confidence comes from structure having reliable systems for investment management.
Here are 5 key highlights from the episode:
1️⃣ Why the modern advisor must master both technical precision and emotional intelligence.
2️⃣ How a “rules-based” portfolio process creates room for deeper client relationships.
3️⃣ The hidden cost of chasing control instead of building systems that scale.
4️⃣ Why presence not product is now the true differentiator for financial advisors.
5️⃣ How to combine structure and empathy to stand out in an increasingly automated world.
It’s an honest, energizing reflection on what it really means to evolve as an advisor and beyond.
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
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