Is your tech making your client experience better or just busier?

In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right technology.

Laura shares her journey from advisor to WealthTech strategist and explains why intentional tech choices matter more than chasing the next shiny tool.

You’ll hear how to:

• Cut the busywork with AI and automation (billing, documents, account prep)
• Free up more time for proactive planning and deeper client relationships
• Avoid the “silver bullet” trap of chasing every new app or feature
• Align your tech spend with firm goals, not vendor promises
• Create efficiency without losing the human touch that drives loyalty

Packed with practical strategies, this episode will help you turn your tech stack into a true growth engine, not a distraction.

🎧 Listen now and learn how to make every tech dollar count while deepening your client connections

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

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

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Ask Zach and Kelsey a question!