『26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor』のカバーアート

26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor

26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor

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In this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it.

Here’s the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance.

This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon.

Connect with us below!

  • Zach Conway on LinkedIn
  • Kelsey McKenna on LinkedIn
  • Seeds Investor
  • Jamie Hopkins on LinkedIn
  • FinServ Foundation
  • Brodrick Lothringer on LinkedIn
  • PodPony

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website

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