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.

AI is changing how financial professionals work, but faster tools also raise new questions.

How can advisors use AI while keeping judgment, review, and client care at the center?

In this episode, Andrew Evans and Lindsay Evans welcome Jesse Rosato, Chief Technology Officer at Nitrogen, for a conversation about AI, advisor workflows, data protection, and human review. Jesse explains why context matters more than clever prompts, how AI differs from traditional software, and why advisors remain responsible for client-facing work, even when AI helps speed up the process.

Jesse covers:

• Why AI feels exciting for builders who want technology to solve real client and workflow problems
• How consistent software outputs still matter when advisors rely on charts, analysis, and reports
• Why generative AI can give different answers from the same prompt, even with the same context
• How human review, testing, and ground truth help make AI output more useful for advisor teams
• Why advisors remain responsible for client-facing work, even when AI supports the process
• And more!

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 Lindsay Grace Evans:

• LinkedIn: Lindsay Evans
• Email: levans@rossbyfinancial.com

Connect with Jesse Rosato:

• LinkedIn: Jesse Rosato
• Website: Nitrogen Wealth

About our Guest:

Jesse Rosato is the Chief Technology Officer at Nitrogen, a leading wealth-technology platform powering tens of billions in assets for financial advisors. Over the past decade, he has led Nitrogen’s evolution from a seed-stage startup into a private-equity-backed industry leader, overseeing engineering, data, and AI strategy.

As CTO, Jesse spearheads Nitrogen’s AI transformation, embedding generative intelligence across both the company’s product and its internal engineering operations. Under his leadership, Nitrogen has cut development costs by 50% while improving customer NPS 17×, built an agentic-AI productivity framework adopted across engineering, and launched AI-powered products that help advisors prepare for client meetings, analyze portfolios, and extract insights from complex financial documents.

Recognized as one of the wealth-tech sector’s most forward-thinking engineering leaders, Jesse blends deep technical expertise with organizational design and product strategy. He is a frequent speaker on topics spanning AI transformation, engineering productivity, and the future of intelligent financial systems.

AI is changing how advisors manage client notes, workflows, and follow-up.

But when does helpful automation become a better way to run the whole client relationship?

In this episode, Andrew Evans talks with Thomas Clawson, CEO of Slant, about why advisor CRM systems are being rebuilt around AI. Thomas shares how Slant grew from advisor feedback, why AI can remove workflow bottlenecks, how skills help advisors search and act on data, and why firms need to be careful when choosing AI software partners.

Thomas discusses:

• Why advisor CRM systems often fail when relationship builders are forced into rigid data entry
• How AI can catch client needs, create tasks, and move work forward without waiting on humans
• Why Slant built an AI-native CRM around notes, relationships, workflows, and advisor data
• How tokenizing and redacting client details can reduce what AI models see during use
• Why advisors should choose AI vendors with technical discipline, clear guardrails, and real focus
• And more!

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 Thomas Clawson:

• LinkedIn: Thomas Clawson
• Website: Slant
• thomas@slant.app

About our Guest:

Thomas Clawson is the CEO and co-founder of Slant, an AI-native CRM built for financial advisors. With a background in building advisor-focused technology, Thomas is focused on helping firms simplify their workflows, strengthen client relationships, and use AI in practical, responsible ways. His work at Slant centers on making CRM less about manual data entry and more about helping advisors act on the right information at the right time.