business
Hosted by Seeds · business · EN-US · 52 episodes
Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a business designed to make a difference. Zach and Kelsey are joined by industry guests, financial advisors, and the Seeds team to explore how the right mindset, tools, and vision can turn advisors into a force for good. Whether you're just starting out or scaling up, The Advice Business Podcast offers a fresh perspective, a few laughs, and the kind of support that makes you feel like you're not building alone. ------- This podcast and the resources shared
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
35%
Guest openness
Selective
Sign up to generate a grounded pitch for The Advice Business Podcast.
Signup to Generate a PitchHosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose.
The Advice Business Podcast is hosted by Seeds. The show has published 52 episodes to date.
Recent episodes include "Is Your Firm Built For What 2026 Will Demand?" (17 December 2025, 45 minutes), "The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor" (3 December 2025, 37 minutes), and "When’s the Last Time You Audited Your Portfolio Construction Process?" (19 November 2025, 34 minutes).
The Advice Business Podcast publishes roughly every two weeks, with episodes averaging 45 minutes across 52 episodes.
Booking probability for The Advice Business Podcast is 35%, and the host is rated Selective on guests. The Advice Business Podcast requires a Pod Score of 80 or higher. The Advice Business Podcast's contact route on record: public web form.
The strongest fits for The Advice Business Podcast are Investment Banking & Trading. The Advice Business Podcast has a business audience.
Seeds hosts The Advice Business Podcast, a business show with 52 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #26
It’s been a busy year. Zach Conway and Kelsey McKenna sit down to look back on everything that happened inside Seeds and across the advisory space. They talk about what they learned while growing the team, what...
Episode #25
If you’ve ever felt stuck trying to hire the right people or frustrated by how hard it is to bring more women and diverse talent into your firm, this episode gives you the roadmap you’ve been missing. Natalie Taylor...
Episode #24
Most advisors think they’re personalizing portfolios. But what does that actually look like in practice? In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable...
Episode #23
Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between...
Episode #22
Are you selling alpha...or underselling yourself? Most advisors still lead with investment returns. But clients aren’t just buying “performance.” They’re buying you. So why do so many think advisors “just manage money?”...
Episode #21
What does it really take to be a great financial advisor today? Zach Conway and Kelsey McKenna mark nearly two years behind the mic by tackling this question every advisor should be asking themselves. In a time...
Episode #20
At this year’s Future Proof Festival, one theme stole the spotlight: AI. Everywhere you turned, someone was pitching an AI-driven solution. But what is all this efficiency really serving? Because no matter how powerful...
Episode #19
From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision. In this episode of The Advice Business Podcast, hosts Zach...
Episode #18
Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to...
Episode #17
Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone. In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why...
Episode #16
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...
Episode #15
Want to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit? In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle , the powerhouse duo...
Episode #14
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...
Episode #13
A lot has changed — and we’re ready to talk about it. In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our...
Episode #12
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...
Episode #11
Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️ On this week’s From The Ground Up, we’re sitting down with Melissa...
Episode #10
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...
Episode #9
What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future. On this episode of From The Ground Up, Zach Conway and Kelsey...
Episode #8
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...
Episode #7
The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need...
Recent guests on The Advice Business Podcast. Study who booked and why before you pitch.
PitchCentric classifies The Advice Business Podcast under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ