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The Advice Business Podcast

Seeds

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-s... more

PublishesTwice monthlyEpisodes51Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Advice Business Podcast

Latest Episodes

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 ... more

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.... more

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 enou... more

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 Advi... more

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Reviews

4.7 out of 5 stars from 15 ratings
  • Great insight into the startup and financial world

    I really enjoy listening to this podcast as both Zach and Kelsey provide great insight into the ever changing startup and financial world. I will definitely be following this closely!

    Apple Podcasts
    5
    ottomanelli
    United States2 years ago
  • Great premise

    I’m enjoying how Zach and Kelsey connect the dots from what they are learning in the startup world to what advisory firms really need to implement.

    Apple Podcasts
    5
    MegEC88
    United States2 years ago

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1. The Compound and Friends

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The Advice Business Podcast launched 2 years ago and published 51 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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