In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service.
If you’re pitching portfolios like a product shelf, while claiming to deliver “personalized planning,” you’re missing the mark. Zach and Kelsey break down:
- Why investment management isn’t, but should be, client-centric
- The startup mindset that keeps you focused when everything’s on fire
- What “growing” really means—hint: it’s not just headcount
Whether you're an advisor, a founder, or both, this episode is a gut-check on what it really takes to scale with purpose.
Connect with us below!
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
- Seeds Investor
- Jamie Hopkins on LinkedIn
- FinServ Foundation
- Brodrick Lothringer on LinkedIn
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
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