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 lo ...
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 Zac ...
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 ...
The Lie on Both Sides of Investment Management
Investment management has become strangely polarizing in the advisory industry. On one end, many “planning-led” firms treat portfolios as a commodity—something clients can DIY or outsource entirely because “markets are efficient anyway.” On the other, some firms still rely on outdated investment ...
Fixing the Broken Advisor Experience with Zach Conway and Kelsey McKenna (Part 1) (Ep. 13)
Advisors are working harder than ever, yet many still feel stuck delivering inconsistent client experiences.
What if the issue is not effort, but how services, operations, and investment management are structured in the first place?
In this episode, Andrew Evans speaks with Zach Conway, Founde ...
Why Client Experience Breaks Down with Zach Conway & Kelsey McKenna (Part 2) (Ep. 16)
Great financial advice is not just about what you recommend. It’s about how clients experience every step along the way.
What if the biggest gap in financial advice is not knowledge, but how that knowledge is delivered, explained, and felt by the client?
In this episode, Andrew Evans continues ...
For Advisors Who Actually Give A S*** with Zach Conway
For a financial advisor, a client can agree with every chart and every recommendation and still walk away thinking, "Why would I invest like that?" That's the problem Zach Conway, Founder and CEO of Seeds, is trying to solve.
On this episode of The Biztape, we talk about the meeting that changed ...
Beat Direct-to-Consumer Technology: The Advisor’s Edge
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast from Lake Tahoe and welcomes Zach Conway, CEO of Seeds, to discuss how evolving investor expectations are reshaping wealth management. Conway explains he founded Seeds after seeing a disconnect between advisors’ strong client discovery and the ...
Blessings in Christ — Matthew 11:1-16 | Zach Conway
📖 Matthew 11:1-16
📝 When John the Baptist doubts from prison—his expectations shattered—Jesus doesn't defend himself. He points to his works: the blind see, the poor hear good news. It's proof. But it's also offensive: Christ claims lordship, demands everything, and shows strength through weakne ...
True and Good News — Ephesians 6:1-9 | Zach Conway
God’s word is true—but do we delight in its goodness? In Ephesians 6:1–9, we see how knowing Christ transforms our families and working lives. Children honour their parents, parents nurture their children, and workers and bosses serve with sincerity and care. These instructions flow from the goo ...
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