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, ...
The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®
The Advice Business Podcast
42 minutes
2 months ago
The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®
From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision. In this episode of The Advice Business Podcast, hosts Zach Conway and Kelsey McKenna sit down with Adam to explore his journey to wealth management and the lessons he’s learned about building a client-first advisory practice. Adam shares the real story behind building and scaling an advisory practice and it wasn’t about closing sales. He...
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, ...
