The Advice Business Podcast

Think you’ve mastered the risk conversation? Think again. In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover: 1️⃣ Most risk tolerance scores do little to keep clients invested when markets get rough. 2️⃣ Risk tolerance and risk need are completely different but most advisors treat them the same. 3️⃣ Failing to inv...

Think your brand is just a logo and a color palette? Think again. We talk through what branding really means for financial advisors — and why it’s the secret growth engine most firms are overlooking. Co-hosts Kelsey McKenna and Zach Conway sit down with John Scianna, founder of Objective Brand and former Head of Design at Altruist, to unpack the good, the bad, and the transformational when it comes to advisory branding. From building your firm’s personality into every client touchpoint to ret...

Are you the bottleneck in your own firm? 🚨 In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thin, unsure where to focus, or stuck in “fix-everything-at-once” mode — this is your chance to get unstuck. Kelsey drew on years of experience advising firm leaders to develop the 'Growth Constraint Diagnostic'— a tool that helps early-stage firms identify the ...

Advisor Growth Stories Begins! 🔥 What does it really take to build a thriving, values-driven advisory firm from the ground up? In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms. First up: Leighann Miko, founder of Equalis and co-founder of Avise. After a failed succession plan, Leighann didn’t just pivot—she rebuilt the blueprint for wh...

Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance. In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s insights from Ritholtz Wealth Management have shaped their own journey over the past year can be even tougher. 🎯 Key Takeaways: ✅ Strategic Hiring: ...

Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄 In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth. Here’s what you’ll learn: 🔄 Funnel vs. Flywheel: Why shifting to a client-first, momentum-building model leads to better retention & referrals.🎙️ Stage-Specifi...

Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025! In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential! Here’s what you’ll learn: The Power of Focus: Prioritize tasks that drive the biggest impact and avoid getting caught up in distractions.Smart Team Structuring: De...

In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new product to market to improve upon their service offering. They emphasize starting with a clear understanding of client needs before optimizing processes, ensuring services are tailored and effective. This episode also highlight the value of clear goals, exper...