Most advisors think they’re personalizing portfolios. But what does that actually look like in practice?

In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger.
If you’ve ever struggled to scale your approach without losing the human touch, this conversation will help you create consistency, clarity, and trust across every client relationship.

Key Takeaways:

• Personalization isn’t binary — it’s a spectrum.
• Scalable personalization = consistency, not conformity.
• True tailoring starts with understanding client preferences and having meaningful trade-off discussions.
• Transparency and clarity are the fastest paths to trust.
• Efficiency doesn’t kill personalization — it enables it.
• Advisors who define their framework can delegate with confidence and focus on growth.
• The future of advisory work belongs to firms that are flexible, curious, and client-centered.

Episode Chapters:
3:55: You've reached an inflection point in your practice growth, so what's next?
6:35: What is "personalization" in investment management?
12:35: The future standard of strong investing experiences
14:00: Clarity is underrated in the wealth management industry
18:09: Why tradeoffs are under-discussed in client conversations
20:04: Real-world example: how to connect portfolios to client stories
27:54: How advisors will have to adapt to remain relevant in the future

Relevant Resources:
[Article] What Does “Good” Investment Management Look Like?
https://useseeds.com/investment-management-standards/

[Article] How to Start Asking Advisors Deeper Questions
https://useseeds.com/asking-deeper-questions/

[Podcast] The Foundation of Advisor Value = Humanity + Expertise
https://useseeds.com/podcast/where-humanity-expertise-meet-the-true-foundation-of-advisor-value/

[Podcast] Advisors: Are You Confident in Your 1% Fee?
https://useseeds.com/podcast/are-you-confident-in-your-1-percent-fee/

Connect with us:
Zach Conway on LinkedIn: www.linkedin.com/in/zachary-conway
Kelsey McKenna on LinkedIn: www.linkedin.com/in/kelseymckenna3
Website: www.useseeds.com
Our Blog: https://useseeds.com/blog/
LinkedIn: https://www.linkedin.com/company/seeds-investor
Disclosures: https://useseeds.com/terms/

Ready to scale the human side of advice with Seeds? Schedule your personalized
demo today at www.useseeds.com/demo

Ask Zach and Kelsey a question!