In this episode, we explore how to build and keep customer trust from sales to onboarding. Learn practical tips for handling setbacks, improving customer satisfaction, and why hands-on leadership with direct customer engagement is key to growth. Plus, enjoy a fun Taylor Swift quiz and insights on modern investments.

And stay tuned until the end to hear which Buzzfeed quiz they take this time! 

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

Take the quiz we took this episode: Let's Figure Out Which Taylor Swift Song Describes Your Life To A T

Ask Zach and Kelsey a question!

In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the current business model? Are they talking about changing their business model? Or do they really just mean that they want to make sure they protect their current revenue from atrophying? Zach touches on what he’s seen in his own wealth business, and they dissect how Seeds specifically helps advisors clarify and achieve specific growth goals.

And stay tuned until the end to hear which Buzzfeed quiz they take this time! 

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

Take the quiz we took this episode: Everyone Is Like One Disney Princess And One Mario Princess — Let's See Who You Are

Ask Zach and Kelsey a question!

Ask Zach and Kelsey a question!

Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal stories, they explore the unique challenges and opportunities startups face, from vision and growth strategies to real-world paths to success. Discover the critical traits for hiring in startups, emphasizing customer-centric attitudes and ownership mentality. They also discuss the importance of transparency and low ego, along with using personality assessments like DISC and True Colors during the hiring process. Whether you're a founder or an aspiring entrepreneur, this episode is packed with actionable advice and inspiring stories. Tune in for essential startup insights!

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

Take the quiz we took this episode: True Colors

Ask Zach and Kelsey a question!

Ask Zach and Kelsey a question!

Ever felt like quitting when setbacks hit your new business? We've been there and come out stronger. Join us as we share actionable strategies for staying motivated and tackling challenges head-on.  

Remote teams can thrive, but how do you build genuine connections when everyone is miles apart? From quarterly in-person meetings to intentional communication, we uncover secrets to effective remote team-building. Discover the power of understanding individual motivations and providing clear context to enhance collaboration and productivity. Submit your burning questions to shape our future episodes. Listen now!

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

Take the quiz we took this episode:

Free DISC Personality test

Ask Zach and Kelsey a question!

Ask Zach and Kelsey a question!

What if you’re solving a problem that isn’t really the problem?

In this episode of “From The Ground Up,” Zach Conway and Kelsey McKenna explore how misdiagnosing business problems can just lead to more problems rather than solutions. They also cover how perceived industry trends may not always be your best guide in making business decisions. Instead, direct customers should be the most critical voice in deciding how to shape your products and services.. They share how initial feedback at Seeds shaped their path and offer insights on strategic adaptation in a rapidly changing market.

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

Take the quiz we took this episode:

Which Taylor Swift Era Am I?

Ask Zach and Kelsey a question!

The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other complexities and questions beyond the scope of your solution.

In this episode of From The Group Up, Zach Conway and Kelsey McKenna host a conversation with Torie Happe, the Head of Partnerships at Holsitiplan. She shares the importance of understanding her customer’s broader issues in order to not only best deliver their product solution, but to help each firm more clearly understand exactly where it fits within their more complex needs. Torie discusses the importance of not just delivering great technology but building deep relationships with customers to continuously build trust and support their needs as their business evolves.  

Connect with us: 

• Torie Happe on Linkedin
• 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

Ask Zach and Kelsey a question!

Why do many people still misunderstand the value of financial advisors? Zach Conway and Kelsey McKenna dissect a conversation with a startup expert who doesn't use an advisor. Discover how to communicate value, address misconceptions head-on, and connect with clients on a deeper level.

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

Ask Zach and Kelsey a question!

How does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratifying and enlightening conversations with clients.

“You have to take a human first approach. Some people get it quickly, and they start doing it early on in their career. For me, it took a few decades, but better to be slow than stupid.”

Key Takeaways:

1. Embracing a human-first approach doesn't require a seismic shift—start by simply shifting the conversation.
2. Understanding clients' money stories can profoundly impact your financial planning recommendations.
3. The benefits of conducting "rediscovery" meetings and tactics for initiating the conversion.

Connect with us: 

• Ross Marino on LinkedIn
• Zach Conway on LinkedIn 
• Kelsey McKenna on LinkedIn 

Resources Mentioned:

• SHIFT Conference
• Seeds Investor

Ask Zach and Kelsey a question!

Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other.

Advisors want to maintain their independence and brand identity but struggle to build a business from scratch without substantial infrastructure. This creates a dilemma: join a larger firm and lose some autonomy, or go entirely independent and face overwhelming operational burdens.

This week, Zach Conway and Kelsey McKenna are joined by Katrina Soelter and Leighann Miko, co-founders of Avise. Avise is an RIA co-op that provides advisors with the administrative resources they need to build their ideal practice. Learn how advisors can maintain control while offloading burdensome tasks, leading to greater long-term success and client satisfaction.

Connect with us: 

• Katrina Soelter on LinkedIn
• Leighann Miko on LinkedIn
• 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

Ask Zach and Kelsey a question!

The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway and Kelsey McKenna chat with the highly accomplished Dr. Preston Cherry about how to have build human connections with the younger generations. 

Connect with us: 

• Dr. Preston Cherry on LinkedIn
• 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

Ask Zach and Kelsey a question!