• Recapping the Best Moments of Season 1

  • Oct 31 2024
  • Durée: 48 min
  • Podcast

Recapping the Best Moments of Season 1

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  • Résumé

  • 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!
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