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, ...
Our Big Announcement: Welcome to The Advice Business Podcast
The Advice Business Podcast
39 minutes
6 months ago
Our Big Announcement: Welcome to The Advice Business Podcast
A lot has changed — and we’re ready to talk about it. In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our Series A round to unveiling a new brand and dropping “Investor” from our name, we're sharing what these changes mean — and why they matter. So, why the shift? Because it was time for our brand to fully reflect our mission. Seeds isn’t just a software company — we’re on a mission t...
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, ...
