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. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger. If you’ve ever struggled to scale your approach without losing the human touch, ...
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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. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger. If you’ve ever struggled to scale your approach without losing the human touch, ...
Do Your Clients Think You're As Empathetic As You Think You Are?
The Advice Business Podcast
48 minutes
3 weeks ago
Do Your Clients Think You're As Empathetic As You Think You Are?
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 enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with ...
The Advice Business Podcast
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. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger. If you’ve ever struggled to scale your approach without losing the human touch, ...
