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

About this episode

The episode discusses how advisory firms can achieve real growth by focusing on client service rather than product-driven approaches.

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 anyon...

People in this episode

Hosts: Jamie Hopkins, Dr. David Rhoiney

Guests: Zach Conway, Kelsey McKenna

Topics covered

• advisory firms
• client loyalty
• investment management
• service vs performance
• business growth

Keywords

• advisors
• client-focused
• cookie-cutter portfolios
• loyalty
• business growth

Mentioned in this episode

Organizations: Seeds Investor

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