What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future.

On this episode of From The Ground Up, Zach Conway and Kelsey McKenna break down their biggest takeaways from the Future Proof conference—from the latest tech innovations to the real challenges firms need to solve now.

💡 Key insights for financial advisors & business owners:

✅ Tech with Purpose: Innovation is exciting, but does it actually move your firm forward?

✅ Fix Your Constraints: Growth isn’t just about adding more—it’s about solving what’s holding you back.

✅ Industry Collaboration: The firms that win are the ones that build strong, strategic partnerships.

The future of wealth management is here.

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

#WealthManagement #FinancialAdvisors #FutureProof #BusinessGrowth #TechForAdvisors #ScalingSuccess #Podcast

Ask Zach and Kelsey a question!