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, ...
Where Humanity Meets Expertise: The True Foundation of Advisor Value
The Advice Business Podcast
44 minutes
1 month ago
Where Humanity Meets Expertise: The True Foundation of Advisor Value
What does it really take to be a great financial advisor today? Zach Conway and Kelsey McKenna mark nearly two years behind the mic by tackling this question every advisor should be asking themselves. In a time dominated by conversations of DIY investing and AI, empathy and presence matter just as much as advisor expertise in client conversations. The kicker? Empathy can’t happen without presence, and true presence can’t happen without expertise fueling advisor confidence. In this episode,...
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, ...
