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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.
Episodes
52 episodes
Is Your Firm Built For What 2026 Will Demand?
It’s been a busy year. Zach Conway and Kelsey McKenna sit down to look back on everything that happened inside Seeds and across the advisory space. They talk about what they learned while growing the team, what surprised them, and what changed ...
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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 Th...
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 ...
Do Your Clients Think You're As Empathetic As You Think You Are?
Is your communication building trust, or just checking boxes?In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy.
Advisors: Are You Actually Confident In Your 1% Fee?
Are you selling alpha...or underselling yourself? Most advisors still lead with investment returns. But clients aren’t just buying “performance.” They’re buying you. So why do so many think advisors “ju...
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 conver...
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 tec...
The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®
From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision.In this episode of The Advice Business Podcast, hosts Zach Conway and Kelsey McK...
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 ...
Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller
Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone.In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think th...
The Problem with Risk Tolerance and Asset Allocation
Think you’ve mastered the risk conversation? Think again.In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: r...
Advisor Growth Stories: Building for a Niche & Overcoming Fee Fear with Dan & Natalie Slagle
Want to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit?In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle, the powerhouse du...
Reflecting on Our Rebrand with John Scianna
Think your brand is just a logo and a color palette? Think again.We talk through what branding really means for financial advisors — and why it’s the secret growth engine most firms are overlooking.Co-hosts Kelsey McKenna and Zach...
Our Big Announcement: Welcome to The Advice Business Podcast
A lot has changed — and we’re ready to talk about it.In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our Series A round to unve...
The 5 Growth Constraints: What's Holding You Back?
Are you the bottleneck in your own firm? 🚨In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thi...
Advisor Growth Stories: How a People-First Mentality Translates to Growth
Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founde...
Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles
Advisor Growth Stories Begins! 🔥What does it really take to build a thriving, values-driven advisory firm from the ground up?In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where ...
Takeaways from Future Proof Citywide: What Building the 'Perfect Tech Stack' Really Means
What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future.On this episode of From The Ground Up, Zach Conway and Kelsey McKenna break down th...
Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick
Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance.In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway,...
Reimagining the Advisor OS as Demand for Advice Increases
The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need. With demand for human ...
Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing
Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditio...
Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman
Is your value proposition really delivering what clients want? 🤔In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provid...
New Year, New Plans: How to Prep for Growth in 2025
Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025!In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge you...
Winning Next Gen with H. Adam Holt of Asset-Map
In this episode of From The Ground Up Podcast, Zach Conway, Kelsey McKenna, and guest Adam Holt explore how financial advisors can enhance client relationships through clear communication and innovative tools like Asset-Map. They discuss simpli...
How To Apply A Tech Product Mindset To Build Your Service Offering
In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new produc...
