Operational drag can quietly steal hours from an advisor’s day. What changes when investment management becomes more repeatable, less manual, and easier for the team to run?

In this episode, Andrew Evans welcomes back Zachary Conway and Kelsey McKenna from Seeds to discuss how advisors can reduce time spent on trading, model setup, cash requests, tax-loss harvesting, and ongoing portfolio work. They cover how firms can move from manual account decisions to a more consistent investment process, while giving advisors more time for client conversations, growth, and the work they’re best suited to do.

Key takeaways:

• How cash requests can move through Seeds without pulling the advisor back into manual trading decisions
• Why tax loss harvesting, rebalancing, and cash management are becoming baseline client expectations
• How Seeds helps firms translate their models, workflows, and account rules into repeatable processes
• Why advisor partnerships require deep discovery, trust, configuration, and clear operational handoffs
• How one growth-minded firm moved trading work off the founder’s plate and back to the team
• And more!

Resources:

• Fixing the Broken Advisor Experience with Zach Conway and Kelsey McKenna (Part 1) (Ep. 13)
• Why Client Experience Breaks Down with Zach Conway & Kelsey McKenna (Part 2) (Ep. 16)

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: R Office
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with Zach Conway & Kelsey McKenna:

• LinkedIn: Zach Conway
• LinkedIn: Kelsey McKenna
• Website: Seeds
• The Advice Business Podcast
• Email: hello@useseeds.com
• Email: zach@useseeds.com
• Email: kelsey@useseeds.com

About Zach Conway:

Zach Conway is the Founder and CEO of Seeds, an investment management platform designed to improve both the advisor and client experience. With over a decade of experience as a financial advisor, Zach built his career inside an advisory firm, where he identified gaps in how investment management and client engagement were delivered. His work today centers on helping advisors streamline operations, enhance personalization, and build businesses that can grow without losing the human element.

About Kelsey McKenna:

Kelsey McKenna is the Chief Operating Officer at Seeds, where she focuses on helping financial advisory firms build scalable, client-centered businesses. With a background in advisor technology and early-stage startups, including her time at eMoney, she brings a deep understanding of how advisors can connect service, experience, and operations into a cohesive model. Kelsey is passionate about improving how firms deliver value to clients while creating systems that support sustainable growth.