26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from Wish List failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
-
Narrated by:
-
By:
About this listen
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
What listeners say about 26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
Average Customer RatingsReviews - Please select the tabs below to change the source of reviews.
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.