From the Ground Up Seeds Investor

The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway and Kelsey McKenna chat with the highly accomplished Dr. Preston Cherry about how to have build human connections with the younger generations. 
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Dr. Preston Cherry on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
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When financial advisors are asked at conferences if they feel like a client’s therapist, almost always, an entire room raises its hands. With a majority of advisors not trained in therapeutic techniques, they are left to navigate the emotional aspects of money management. Brian Portnoy, Founder of Shaping Wealth, joins Zach Conway, and Kelsey McKenna to discuss how advisors need to embrace "human-centric" advice while staying on the correct side of the line from a therapeutic standpoint, based on their qualifications.
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Brian Portnoy on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
Seeds Investor WebsiteOur Blog

With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs. Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits down with Zach Conway and Kelsey McKenna to dive into why some advisors shy away from new technology and best practices for firms looking to embrace the digital landscape. 
Technology doesn’t have to be intimidating. It is a tool to help advisors scale their business efficiently. 
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Anthony Stich on LinkedInZach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
Seeds Investor WebsiteOur Blog

In an industry where broad appeal is commonplace, creating a niche is the path to scaling your business. Join Zach Conway and Kelsey McKenna as they sit down with Guillaume Decalf, CEO of Oui Financial, to break down defining your niche, the value of “free” advice, and targeting the right audience. 


Guillaume Decalf’s extensive background is a masterclass for new and seasoned advisors, providing strategies and best practices to define and serve your clientele. 


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Guillaume Decalf on LinkedInOui Financial Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!


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Some businesses can achieve initial growth but struggle to later get to the next level. Or worse, they get to the next level of financial success but at the cost of good culture. Michael Batnick, CFA, joins Zach Conway and Kelsey McKenna to discuss leading with culture, effective hiring strategies, and building a strong foundation for your business.  
Michael Batnick’s insights bring new perspectives to leaders, with his experiences at Ritholtz Wealth Management serving as an example for businesses looking to grow. 
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Michael Batnick on LinkedIn Ritholtz Wealth Management Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
Seeds Investor WebsiteOur Blog

The financial advisory world is at a crossroads. There are over 109,000 financial advisors today, with around 40% of them planning to retire in the next ten years. That leaves a big gap to fill. The next generation has plenty of talent, but the challenge is getting them to step up and stick around. Zach Conway and Kelsey McKenna hear from Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, and RICP, who shares his insights into why it's been tough to draw new talent into the wealth management industry and what the industry can do to fix the problem. 
Jamie Hopkins brings a wealth of experience and expertise to the podcast, sharing how the FinServ Foundation and Bryn Mawr Capital Management are revolutionizing their spaces. 

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Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Jamie Hopkins on LinkedIn FinServ Foundation Bryn Mawr Capital ManagementRichard Brandon’s “Disruptive Entrepreneurship”Alex Hormozi’s 100M Leads: How To Get Strangers to Want to Buy Your Stuff Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
Seeds Investor WebsiteOur Blog