The Advice Business Podcast
✓

The Advice Business Podcast

ABOUT THIS 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.


-------
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.  

Business
Investing
Hosts:
Update frequency:
biweekly
Average audio length:
43 minutes
Guest interviews
Has sponsors
English
United States
52 episodes
since Jan. 8, 2024
episodic
Use API to fetch this podcast in JSON

IN THIS PODCAST 🔗

Edit these tags

LATEST EPISODE 🔗

Is Your Firm Built For What 2026 Will Demand?

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 as more firms started using the platform. They also loo…
00:45:11
SHARE
SAVE

SEARCH PAST EPISODES

Search past episodes of The Advice Business Podcast.
Embed this search bar to your website

PREVIOUS EPISODES

The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor

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 a…
00:37:00
SHARE
SAVE
When’s the Last Time You Audited Your Portfolio Construction Process?

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…
00:33:51
SHARE
SAVE
Do Your Clients Think You're As Empathetic As You Think You Are?

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.It’s not enough to know your stuff. Clients need to feel your valu…
00:48:16
SHARE
SAVE
Advisors: Are You Actually Confident In Your 1% Fee?

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 “just manage money?” In this episode of The Advice Business Podcast, Zach Conway and Kelsey McK…
00:42:24
SHARE
SAVE
Where Humanity Meets Expertise: The True Foundation of Advisor Value

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 mu…
00:44:06
SHARE
SAVE
Are Financial Advisors Really Ready for AI?

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, …
00:41:50
SHARE
SAVE
The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®

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 McKenna sit down with Adam to explore his journey to wealth mana…
00:42:26
SHARE
SAVE
From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®

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 wealth management’s toughest challenges: scaling a personaliz…
00:41:52
SHARE
SAVE
Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller

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 they have an operations problem—when really, they have a leader…
00:49:23
SHARE
SAVE
Disclaimer: The podcast and artwork embedded on this page are from Seeds , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PODCAST SEARCH ENGINE
You can use our website to search 3,821,016 podcasts and 195,314,008 episodes by people, places, or topics.
I have no special talent. I am only passionately curious, and I listen to podcasts.  ‐ Albert "Llamacorn" Einstein

RECOMMENDATIONS

Use API to fetch this podcast