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, ...
Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick
The Advice Business Podcast
48 minutes
8 months ago
Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick
Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance. In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s insights from Ritholtz Wealth Management have shaped their own journey over the past year can be even tougher. 🎯 Key Takeaways: ✅ Strategic Hiring: ...
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, ...
