Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance.

In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s insights from Ritholtz Wealth Management have shaped their own journey over the past year can be even tougher.

🎯 Key Takeaways:

✅ Strategic Hiring: Why culture fit matters just as much as skill set.

✅ Sustainable Growth: Expanding your reach without sacrificing core values.

✅ Proactive Problem-Solving: How to anticipate challenges before they derail progress.

✅ Empowering Leadership: Building a team that’s trusted, motivated, and set up for success.

Thanks for listening!

Connect with us:

• 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!

• Seeds Investor Website
• Our Blog
• Disclosures

#FinancialAdvisors #WealthManagement #BusinessGrowth #Leadership #CultureMatters #ScalingSuccess #PodcastAlert

Ask Zach and Kelsey a question!

Ask Zach and Kelsey a question!