ABOUT THIS EPISODE
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, Founder and CEO of Seeds, and Kelsey McKenna, COO of Seeds, about why many advisory firms struggle to scale their services. They explore how fragmented processes, unclear positioning, and disconnected technology stacks create friction for both advisors and clients. Zach and Kelsey also explain how redefining the client experience and automating operational tasks can help firms grow without sacrificing quality.
Key takeaways:
- Why many advisors avoid building new service models due to fear of disrupting current revenue streams
- How fragmented systems and siloed thinking create inconsistent client experiences and limit scalability
- The importance of defining a clear niche to simplify offerings and improve operational efficiency
- Why advisors should focus on client relationships while automating trading and portfolio mechanics
- How aligning service, experience, and operations creates a repeatable and scalable business model
- And more!
Connect with Rossby Financial:
- (321) 209-0111
- Website: Rossby Financial
- Website: R Office
- LinkedIn: Rossby Financial
- Instagram: @rossby_wealth
Connect with Andrew Evans:
Connect with Zach Conway & Kelsey McKenna:
- LinkedIn: Zach Conway
- LinkedIn: Kelsey McKenna
- Website: Seeds
- The Advice Business Podcast
- Email: hello@useseeds.com
About Zach Conway:
Zach Conway is the Founder and CEO of Seeds, an investment management platform designed to improve both the advisor and client experience. With over a decade of experience as a financial advisor, Zach built his career inside an advisory firm, where he identified gaps in how investment management and client engagement were delivered. His work today centers on helping advisors streamline operations, enhance personalization, and build businesses that can grow without losing the human element.
About Kelsey McKenna:
Kelsey McKenna is the Chief Operating Officer at Seeds, where she focuses on helping financial advisory firms build scalable, client-centered businesses. With a background in advisor technology and early-stage startups, including her time at eMoney, she brings a deep understanding of how advisors can connect service, experience, and operations into a cohesive model. Kelsey is passionate about improving how firms deliver value to clients while creating systems that support sustainable growth.
