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Do Your Clients Think You're As Empathetic As You Think You Are?
Is your communication building trust, or just checking boxes?
In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy.
It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with impact, showing that the best advisors don’t just talk about value, they help clients feel it in every interaction.
They also share how scalable systems can help you deliver personalized,
human-first service at every stage of your client journey, without burning out or losing authenticity.
Here are 5 key highlights from the episode:
- How to align expertise and empathy to strengthen long-term client
relationships.
- Why communication should focus on how clients feel, not just what you
say.
- Simple ways to show value through actions and presence instead of
explanation.
-The power of curiosity, active listening, and emotional awareness in
every client meeting.
- How systematizing routine tasks frees you to focus on “magic moments that matter most.
If you’re ready to elevate your client experience by connecting on a deeper
level, this episode will help you rethink the way you communicate, lead, and grow your firm.
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
This podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25
Ask Zach and Kelsey a question!
View all episodes
By SeedsIs your communication building trust, or just checking boxes?
In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy.
It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with impact, showing that the best advisors don’t just talk about value, they help clients feel it in every interaction.
They also share how scalable systems can help you deliver personalized,
human-first service at every stage of your client journey, without burning out or losing authenticity.
Here are 5 key highlights from the episode:
- How to align expertise and empathy to strengthen long-term client
relationships.
- Why communication should focus on how clients feel, not just what you
say.
- Simple ways to show value through actions and presence instead of
explanation.
-The power of curiosity, active listening, and emotional awareness in
every client meeting.
- How systematizing routine tasks frees you to focus on “magic moments that matter most.
If you’re ready to elevate your client experience by connecting on a deeper
level, this episode will help you rethink the way you communicate, lead, and grow your firm.
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
This podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25
Ask Zach and Kelsey a question!