Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025!

In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential!

Here’s what you’ll learn:

• The Power of Focus: Prioritize tasks that drive the biggest impact and avoid getting caught up in distractions.

Smart Team Structuring: Define clear roles and delegate effectively to unlock your team’s full potential.

• Strategic Planning That Works: Learn how to reassess, refine, and execute realistic goals with the right resources.

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #SeedsInvestor #ZachConway #KelseyMcKenna #NewYear #NewPlans #Plan2025

Ask Zach and Kelsey a question!

In this episode of From The Ground Up Podcast, Zach Conway, Kelsey McKenna, and guest Adam Holt explore how financial advisors can enhance client relationships through clear communication and innovative tools like Asset-Map. They discuss simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet the needs of next-generation investors. By emphasizing empathy, holistic financial organization, and engaging visualization techniques, the conversation provides actionable insights for advisors looking to build trust and adapt to evolving client expectations.

Key Points:

• Simplifying Communication
• Client-Centric Advising
• Utilizing Visualization Tools
• Engaging the Next Generation
• Holistic Financial Organization

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #SeedsInvestor #ZachConway #KelseyMcKenna #NextGenFinancialTips #GenAlpha

Ask Zach and Kelsey a question!

In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new product to market to improve upon their service offering. They emphasize starting with a clear understanding of client needs before optimizing processes, ensuring services are tailored and effective.

This episode also highlight the value of clear goals, experimentation, and continuous improvement to avoid rigid service models. It explore how firms can can differentiate their offering for different client personas and deliver personalized solutions that address unique pain points rather than scaling services based on asset size. By embracing feedback and aligning service structures with client personas, firms can enhance satisfaction, retention, and overall success.

Key Points:

• Mindset Shifts For Growth
• Agile Experimentation
• Tailoring Service Offerings
• Clarifying Your Value Proposition

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #marketingtactics #leadgeneration #startupbusiness

Ask Zach and Kelsey a question!

Scrappy Marketing Tactics to Kickstart Lead Gen

In this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by directly engaging with target audiences and leveraging customer feedback.

Drawing from real-world examples like Ritholtz’s multi-media approach and Facebook group engagement, they highlight the importance of resource creation, trust-building, and aligning marketing efforts with client pain points. With a blend of humor and practical advice, Kelsey and Zach offer a focused, scrappier approach to lead generation, underscoring the value of understanding both product and audience before scaling to foster sustainable growth.

Key Points:

• SEO Challenges
• Meeting Clients Where They Are
• Organic Engagement
• Feedback-Driven Development
• Pipeline and Funnel Strategy

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #marketingtactics #leadgeneration #startupbusiness

Ask Zach and Kelsey a question!

In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey.

We talk about keeping clients, meeting compliance, and using personality insights to build a stronger team. This season has been all about sharing what we’re learning along the way, and as we look forward to season two, we’re excited to bring you even more valuable conversations. Thank you for being part of this with us!

Episodes referenced:

• Overcoming the Burnout Odds: Creating Momentum with Scrappy Sales
• A New View on the Advisor Support Model with Avise
• Unveiling the Full Spectrum of Financial Planning with Michael Conway
• Culture over Quantity: Building a System of Sustainable Growth with Michael Batnick

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

Ask Zach and Kelsey a question!

What if the future of financial advising is more personal, tech-savvy, and engaging? In this episode, Andrew Evans, CEO of Rossby Financial, shares how he's putting the industry on notice with new technology inspired by Disney’s "plussing the park."

We also look back on the Future Proof festival—celebrating progress, tackling challenges, and turning excitement into real action. Our chat explores how modern tech can improve client experiences and connect with younger, more diverse clients.

Connect with us:

• Andrew Evans on LinkedIn
• Rossby Financial
• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

Ask Zach and Kelsey a question!

In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer tips for client retention, like clearly articulating the value of your services. Plus, we talk about the importance of understanding clients on a deeper level and give a sneak peek at our upcoming Investment Mindset Guide to help advisors better serve their clients. Stay tuned until the end to hear the results of the quiz we take!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

Take the quiz we took this episode: Seeds Assessment

Ask Zach and Kelsey a question!

In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for advisors nearing retirement, and debate whether bringing in fresh expertise is better than optimizing existing processes. We also dive into overlooked issues in wealth management, such as the need for clearer service models and better communication about the role of advisors.

And stay tuned until the end to hear the results of the Enneagram quiz they take!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

Take the quiz we took this episode: Enneagram Personality Test

Ask Zach and Kelsey a question!