26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
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26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
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In this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it.
Here’s the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance.
This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon.
Connect with us below!
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
- Seeds Investor
- Jamie Hopkins on LinkedIn
- FinServ Foundation
- Brodrick Lothringer on LinkedIn
- PodPony
If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
>>FinServ Foundation Website
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