Jason talks to Zach Conway, co-founder and CEO of Seeds. It is a platform that allows advisers to better assess investors and personalize their portfolios in order to create a better engagement with them. Zach highlights the traditional mechanical investing process with Seeds' approach, which aims to make investing more meaningful and engaging for both the investor and the advisor.

Episode Highlights 

• 02:07: Zach stresses the importance of understanding your client deeply. By asking the right questions, one can understand their needs, desires, and values. This is essential for delivering a personalized experience.
• 05:13: Zach emphasizes the difference in their approach. Instead of explaining the money management strategy, they take clients through a digital assessment to unpack their personal investment mindset and behaviors.
• 08:19: Zach speaks about side-by-side analysis of the current and proposed portfolios. He highlights the platform's capabilities, from portfolio construction to implementation and management.
• 10:39: The traditional process of managing money and the flaws in not truly understanding the client's perspective, says Zach.
• 15:54: Zach stresses the need for a change in the narrative, moving away from the emotional investment stories driven by fear and greed. He talks about the ongoing struggle and their aim to rectify this perception in the industry.
• 17:16: Zach talks about the prevalent sales conversations in the industry when clients walk in and the narrative around money management. He comments on the industry's realization of the pitfalls of this narrative, especially when the S&P decreases.
• 23:05: Zach talks about presenting a three-dimensional story to the investor. The focus can be on values alignment, risk exposure, or other aspects based on the client's persona. He emphasizes the need for personalized storytelling in the industry.
• 27:22: Jason talks about the next generation's perception of investing and mentions the disconnect in the industry's marketing and actual delivery.
• 33:25: Zach expresses excitement about the prospect of creating a future where investors feel heard and understood, and advisors provide value by aligning investments with clients' values and goals.

3 Key Points

1. Seeds takes a client-centric approach by understanding an investor's analytical nature, interest in emerging trends, values, and ethical concerns. They emphasize the importance of aligning investments with these factors.
2. Seeds aims to make investing more meaningful and engaging for both investors and advisors, contrasting this approach with traditional mechanical investing processes.
3. Zach emphasizes the need for a shift in the industry's narrative, moving away from focusing solely on investment returns to understanding clients deeply and shaping portfolios around their values.

Tweetable Quotes

• "Understanding your client deeply is essential for delivering a personalized investment experience." - Zach Conway
• "Our goal is to provide a personalized investment experience from initial assessment to ongoing portfolio management and reviews." - Zach Conway
• "It's not about the technology, it's about how it's applied. Sustainable organic growth is the key." - Zach Conway

Resources Mentioned:

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor

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