From the Ground Up

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From the Ground Up

Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a  roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up. 

  1. قبل ١٣ ساعة

    26. Recapping the Best Moments of Season 1

    In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey.We talk about keeping clients, meeting compliance, and using personality insights to build a stronger team. This season has been all about sharing what we’re learning along the way, and as we look forward to season two, we’re excited to bring you even more valuable conversations. Thank you for being part of this with us!Episodes referenced:O...

    ٤٨ من الدقائق

  2. ١٤ ربيع الآخر

    25. Realizing the Firm of the Future with Rossby’s Andrew Evans

    What if the future of financial advising is more personal, tech-savvy, and engaging? In this episode, Andrew Evans, CEO of Rossby Financial, shares how he's putting the industry on notice with new technology inspired by Disney’s "plussing the park."We also look back on the Future Proof festival—celebrating progress, tackling challenges, and turning excitement into real action. Our chat explores how modern tech can improve client experiences and connect with younger, more diverse clients.Conne...

    ٥٢ من الدقائق

  3. ٣٠ ربيع الأول

    24. Why They Leave: Top Reasons Customers Walk Away

    In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer tips for client retention, like clearly articulating the value of your services. Plus, we talk about the importance of understanding clients on a deeper level and give a sneak peek at our upcoming Investment Mindset Guide to help advisors better serve th...

    ٥٤ من الدقائق

  4. ١٦ ربيع الأول

    23. The Top 3 Most Overlooked Issues Facing Wealth Management

    In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for advisors nearing retirement, and debate whether bringing in fresh expertise is better than optimizing existing processes. We also dive into overlooked issues in wealth management, such as the need for clearer service models and better communication abou...

    ٤٩ من الدقائق

  5. ٢ ربيع الأول

    22. How to Build (and Keep) Customer Trust Through Your Customer Experience

    In this episode, we explore how to build and keep customer trust from sales to onboarding. Learn practical tips for handling setbacks, improving customer satisfaction, and why hands-on leadership with direct customer engagement is key to growth. Plus, enjoy a fun Taylor Swift quiz and insights on modern investments.And stay tuned until the end to hear which Buzzfeed quiz they take this time! Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn ...

    ٤٤ من الدقائق

  6. ١٨ صفر

    21. What Do You Really Mean When You Say You Want To Grow?

    In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the current business model? Are they talking about changing their business model? Or do they really just mean that they want to make sure they protect their current revenue from atrophying? Zach touches on what he’s seen in his own wealth business, and they dis...

    ٣٨ من الدقائق

  7. ٤ صفر

    20. What Does Being An ‘Early Stage Start-Up’ Even Mean?

    Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal stories, they explore the unique challenges and opportunities startups face, from vision and growth strategies to real-world paths to success. Discover the critical traits for hiring in startups, emphasizing customer-centric attitudes and ownership mentality....

    ٤٥ من الدقائق

  8. ١٩ محرم

    19. Remote Culture: Creating Collaboration and Positivity Outside of the Office

    Ever felt like quitting when setbacks hit your new business? We've been there and come out stronger. Join us as we share actionable strategies for staying motivated and tackling challenges head-on. Remote teams can thrive, but how do you build genuine connections when everyone is miles apart? From quarterly in-person meetings to intentional communication, we uncover secrets to effective remote team-building. Discover the power of understanding individual motivations and providing clear ...

    ٣٩ من الدقائق
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حول

Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a  roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up. 

المعلومات

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    Seeds Investor
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    © 2024 From the Ground Up
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    From the Ground Up

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