• New Year, New Plans: How to Prep for Growth in 2025

  • Jan 2 2025
  • Durée: 34 min
  • Podcast

New Year, New Plans: How to Prep for Growth in 2025

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  • Résumé

  • 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!
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