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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
The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor
If you’ve ever felt stuck trying to hire the right people or frustrated by how hard it is to bring more women and diverse talent into your firm, this episode gives you the roadmap you’ve been missing.
Natalie Taylor, founder and CEO of The Goodland Group and a 20-year industry veteran, joins Zach and Kelsey in the latest episode of The Advice Business Podcast to break down what is actually holding advisory firms back from building a healthier, more diverse talent pipeline.
Spoiler alert: it may not be a lack of candidates. It is oft en the structures, habits, and cultural blind spots that unintentionally push great people away.
In this conversation, Natalie reveals:
- Why the industry has a pipeline problem (and why lack of leadership representation problem could be to blame)
- How to write job descriptions that genuinely attract diverse candidates and avoid unintentional tokenism
- Simple cultural shifts that immediately make your firm a safer, more supportive place for young and underrepresented advisors
- The foundational elements firms must offer to retain talent, such as transparent compensation, clear career paths, and learning-first development
- Why moving away from sales-first roles can help position new entrants for success, especially women
- How diversity directly enhances client experience and relationship quality
- A tactical, step-by-step hiring process you can implement tomorrow, from job boards to screening to candidate evaluation
If you are building a firm for the future, this episode gives you the practical tools and the mindset shift to hire better, support people better, and grow a team that reflects the clients you serve.
Episode Chapters:
06:16: The “pipeline problem” & lack of women leadership in the wealth management industry
07:44: Inclusive hiring: avoid tokenization
10:00: Embedding diversity into firm culture
14:08: Career paths & compensation transparency
16:00: Reducing sales pressure for new advisors
17:46: Women in leadership visibility
19:50: Diverse advisors serving diverse clients
21:35: Women’s strengths in planning & relationships
30:30: Hiring steps: niche job boards & Loom screening
32:06: Interview process: case studies & feedback skills
34:28: Finding diverse talent without lowering standards
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