Is your value proposition really delivering what clients want? 🤔

In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provide and what clients actually value.

Spoiler alert: there’s a lot more to it than just great advice.

Here’s what you’ll learn:

• 🍽️ Think like a top-tier restaurant: It’s not just about serving advice—it’s about making sure it’s exactly what your clients crave.
• 📊 Use data to elevate your service: How actionable insights can help bridge performance gaps in fee transparency, engagement, and personalization.
• 🤝 Co-create, don’t just sell: Shift to a collaborative model where clients feel empowered, understood, and involved in their financial journey.

🎧 Stop guessing what clients want—start delivering real, lasting value!

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

Ask Zach and Kelsey a question!

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Ask Zach and Kelsey a question!