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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
When’s the Last Time You Audited Your Portfolio Construction Process?
Most advisors think they’re personalizing portfolios. But what does that actually look like in practice?
In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger.
If you’ve ever struggled to scale your approach without losing the human touch, this conversation will help you create consistency, clarity, and trust across every client relationship.
Key Takeaways:
- Personalization isn’t binary — it’s a spectrum.
- Scalable personalization = consistency, not conformity.
- True tailoring starts with understanding client preferences and having meaningful trade-off discussions.
- Transparency and clarity are the fastest paths to trust.
- Efficiency doesn’t kill personalization — it enables it.
- Advisors who define their framework can delegate with confidence and focus on growth.
- The future of advisory work belongs to firms that are flexible, curious, and client-centered.
Episode Chapters:
3:55: You've reached an inflection point in your practice growth, so what's next?
6:35: What is "personalization" in investment management?
12:35: The future standard of strong investing experiences
14:00: Clarity is underrated in the wealth management industry
18:09: Why tradeoffs are under-discussed in client conversations
20:04: Real-world example: how to connect portfolios to client stories
27:54: How advisors will have to adapt to remain relevant in the future
Relevant Resources:
[Article] What Does “Good” Investment Management Look Like?
https://useseeds.com/investment-management-standards/
[Article] How to Start Asking Advisors Deeper Questions
https://useseeds.com/asking-deeper-questions/
[Podcast] The Foundation of Advisor Value = Humanity + Expertise
https://useseeds.com/podcast/where-humanity-expertise-meet-the-true-foundation-of-advisor-value/
[Podcast] Advisors: Are You Confident in Your 1% Fee?
https://useseeds.com/podcast/are-you-confident-in-your-1-percent-fee/
Connect with us:
Zach Conway on LinkedIn: www.linkedin.com/in/zachary-conway
Kelsey McKenna on LinkedIn: www.linkedin.com/in/kelseymckenna3
Website: www.useseeds.com
Our Blog: https://useseeds.com/blog/
LinkedIn: https://www.linkedin.com/company/seeds-investor
Disclosures: https://useseeds.com/terms/
Ready to scale the human side of advice with Seeds? Schedule your personalized
demo today at www.useseeds.com/demo