ABOUT THIS EPISODE
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 much as advisor expertise in client conversations.
The kicker? Empathy can’t happen without presence, and true presence can’t happen without expertise fueling advisor confidence. In this episode, Zach and Kelsey make the case that confidence comes from structure having reliable systems for investment management.
Here are 5 key highlights from the episode:
1️⃣ Why the modern advisor must master both technical precision and emotional intelligence.
2️⃣ How a “rules-based” portfolio process creates room for deeper client relationships.
3️⃣ The hidden cost of chasing control instead of building systems that scale.
4️⃣ Why presence not product is now the true differentiator for financial advisors.
5️⃣ How to combine structure and empathy to stand out in an increasingly automated world.
It’s an honest, energizing reflection on what it really means to evolve as an advisor and beyond.
Thanks for listening!
Connect with us:
Zach Conway: www.linkedin.com/in/zachary-conway
Kelsey McKenna: www.linkedin.com/in/kelseymckenna3
Ready to grow your business with Seeds? Schedule your personalized demo today.
Website: www.useseeds.com
Our Blog: https://useseeds.com/blog/
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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: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25
Keywords related to this topic:
financial advisors, investment management, human-centered advising, International Podcast Day, financial planning, client experience, advisor expertise, relationship building, presence, personalization, value proposition, systematization, tax loss harvesting, rebalancing, compliance, asset allocation, model portfolios, planning discovery, legacy holdings, values-based investing, thematic investing, robo-advisors, confidence, automation, control, client trust, outsourcing, back office operations, technology in advising, advisor-client relationship
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