Are you the bottleneck in your own firm? 🚨

In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thin, unsure where to focus, or stuck in “fix-everything-at-once” mode — this is your chance to get unstuck.

Kelsey drew on years of experience advising firm leaders to develop the 'Growth Constraint Diagnostic'— a tool that helps early-stage firms identify the area of their business to optimize first if they want to unlock growth.

In this episode, we cover an overview of the 5 Growth Constraints most common at early-stage RIAs:

— The Founder Bottleneck

— Team Constraint

— Value Prop Confusion

— Broken Growth Engines

— Operational Complexity

If you’re ready to stop spinning your wheels and start scaling with purpose, this episode is your roadmap. Plus, soon, you’ll be able to take the quiz, get a custom guide, and clear your path to growth.

📥 Growth Constraint Assessment Wait List

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

#FromTheGroundUpPodcast #FinancialAdvisors #AdvisorGrowth #RIA #WealthManagement #ScaleYourFirm #BusinessDevelopment #Entrepreneurship #SeedsAdvisor #Leadership #PracticeManagement

Ask Zach and Kelsey a question!

Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️

On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals. 👏

Melissa gets real about:

👉 Aligning your firm with personal values (spoiler: it matters more than you think)

👉 Attracting high-earning millennials and their parents through education-first strategies

👉 Managing team dynamics and building a culture rooted in clear communication

👉 The power of authenticity in client conversations (ditch the jargon — talk like a human!)

If you’re building an advisory firm, scaling a business, or just figuring out how to stay authentic while growing fast, this episode is packed with lessons you don’t want to miss.

🚀 Advisors — your clients don’t just need a plan, they need a partner. And Melissa’s story proves how powerful that can be.

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

#FromTheGroundUpPodcast #FinancialAdvisors #AdvisorGrowth #WomenInFinance #FinancialEducation #WealthManagement #RIACommunity #AuthenticAdvising

Ask Zach and Kelsey a question!

Ask Zach and Kelsey a question!

Advisor Growth Stories Begins! 🔥

What does it really take to build a thriving, values-driven advisory firm from the ground up?

In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms.

First up: Leighann Miko, founder of Equalis and co-founder of Avise. After a failed succession plan, Leighann didn’t just pivot—she rebuilt the blueprint for what a modern advisory firm could look like. Focused on serving queer folks, creatives, and women, she turned a “sink or swim” moment into a nearly million-dollar business. 💼💥

If you’ve ever struggled with self-confidence, wondered when to hire, or questioned how to serve niche communities at scale—this is the episode for you. Leighann drops real talk on building systems, hiring before you feel ready, and evolving your role as your firm grows.

🎯 Key Takeaways for Advisors & Business Owners:

• You don’t need all the answers—just a willingness to adapt.
• Hiring early = scaling smart.
• Serving a niche isn’t limiting—it’s a growth superpower.
• Mentorship can be your next legacy move.

🚀 Whether you're just starting or scaling, Leanne’s story will leave you inspired to grow your business with intention and impact.

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

Ask Zach and Kelsey a question!

#FromTheGroundUpPodcast #AdvisorGrowthStories #FinancialAdvisors #BusinessGrowth #NicheMarketing #Leadership #WomenInFinance #QueerFinance #RIA #WealthManagement

Ask Zach and Kelsey a question!