The Advice Business Podcast
By Seeds
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Episodes: 52
Description
Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose.
Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a business designed to make a difference. Zach and Kelsey are joined by industry guests, financial advisors, and the Seeds team to explore how the right mindset, tools, and vision can turn advisors into a force for good.
Whether you're just starting out or scaling up, The Advice Business Podcast offers a fresh perspective, a few laughs, and the kind of support that makes you feel like you're not building alone.
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This podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit useseeds.com and tinyurl.com/SeedsFormCRS25.
| Episode | Date |
|---|---|
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Is Your Firm Built For What 2026 Will Demand?
|
Dec 17, 2025 |
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The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor
|
Dec 03, 2025 |
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When’s the Last Time You Audited Your Portfolio Construction Process?
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Nov 19, 2025 |
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Do Your Clients Think You're As Empathetic As You Think You Are?
|
Nov 05, 2025 |
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Advisors: Are You Actually Confident In Your 1% Fee?
|
Oct 22, 2025 |
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Where Humanity Meets Expertise: The True Foundation of Advisor Value
|
Oct 08, 2025 |
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Are Financial Advisors Really Ready for AI?
|
Sep 24, 2025 |
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The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®
|
Sep 10, 2025 |
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From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®
|
Aug 27, 2025 |
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Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller
|
Aug 13, 2025 |
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The Problem with Risk Tolerance and Asset Allocation
|
Jul 09, 2025 |
|
Advisor Growth Stories: Building for a Niche & Overcoming Fee Fear with Dan & Natalie Slagle
|
Jun 25, 2025 |
|
Reflecting on Our Rebrand with John Scianna
|
Jun 11, 2025 |
|
Our Big Announcement: Welcome to The Advice Business Podcast
|
May 28, 2025 |
|
The 5 Growth Constraints: What's Holding You Back?
|
May 15, 2025 |
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Advisor Growth Stories: How a People-First Mentality Translates to Growth
|
Apr 30, 2025 |
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Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles
|
Apr 16, 2025 |
|
Takeaways from Future Proof Citywide: What Building the 'Perfect Tech Stack' Really Means
|
Apr 05, 2025 |
|
Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick
|
Mar 21, 2025 |
|
Reimagining the Advisor OS as Demand for Advice Increases
|
Mar 06, 2025 |
|
Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing
|
Feb 22, 2025 |
|
Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman
|
Jan 16, 2025 |
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New Year, New Plans: How to Prep for Growth in 2025
|
Jan 02, 2025 |
|
Winning Next Gen with H. Adam Holt of Asset-Map
|
Dec 12, 2024 |
|
How To Apply A Tech Product Mindset To Build Your Service Offering
|
Nov 28, 2024 |
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Scrappy Marketing Tactics to Kickstart Lead Gen
|
Nov 14, 2024 |
|
Recapping the Best Moments of Season 1
|
Oct 31, 2024 |
|
Realizing the Firm of the Future with Rossby’s Andrew Evans
|
Oct 17, 2024 |
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Why They Leave: Top Reasons Customers Walk Away
|
Oct 03, 2024 |
|
The Top 3 Most Overlooked Issues Facing Wealth Management
|
Sep 19, 2024 |
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How to Build (and Keep) Customer Trust Through Your Customer Experience
|
Sep 05, 2024 |
|
What Do You Really Mean When You Say You Want To Grow?
|
Aug 22, 2024 |
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What Does Being An ‘Early Stage Start-Up’ Even Mean?
|
Aug 08, 2024 |
|
Remote Culture: Creating Collaboration and Positivity Outside of the Office
|
Jul 25, 2024 |
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You Can’t Be 80% Right: The Effects Of Misdiagnosing Business Problems
|
Jul 11, 2024 |
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Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
|
Jun 27, 2024 |
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Do Your Customers Think You’re Worth Your Fee?
|
Jun 13, 2024 |
|
Implementing Human-First Advice with Ross Marino
|
May 30, 2024 |
|
A New View on the Advisor Support Model with Avise
|
May 16, 2024 |
|
Connecting with a New Generation with Dr. Preston Cherry
|
May 02, 2024 |
|
Human-Centric Advice with Brian Portnoy
|
Apr 18, 2024 |
|
Embracing Technology to Scale Your Business with Anthony Stich
|
Apr 04, 2024 |
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Niching Down to Scale Up: How To Find Your Right Niche with Guillaume Decalf
|
Mar 21, 2024 |
|
Culture over Quantity: Building a System of Sustainable Growth with Michael Batnick
|
Mar 07, 2024 |
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Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins
|
Feb 22, 2024 |
|
Overcoming the Burnout Odds: Creating Early Momentum with Scrappy Sales
|
Feb 08, 2024 |
|
Picking the Right Tech Stack to Grow your Business
|
Jan 25, 2024 |
|
Unveiling the Full Spectrum of Financial Planning with Michael Conway
|
Jan 12, 2024 |
|
Navigating Growth: Vision, Culture, and the Journey to Expansion
|
Jan 11, 2024 |
|
The Shift to Personalized Wealth Management
|
Jan 10, 2024 |
|
Beyond the Balance Sheet: The Art of Building Trust in Financial Planning
|
Jan 09, 2024 |
|
From the Ground Up: Disrupting the Financial Advisory World with Seeds
|
Jan 08, 2024 |