.jpg)
From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
Episodes
28 episodes
How To Apply A Tech Product Mindset To Build Your Service Offering
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 produc...
•
Season 2
•
Episode 2
•
40:33
Scrappy Marketing Tactics to Kickstart Lead Gen
Scrappy Marketing Tactics to Kickstart Lead GenIn this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by ...
•
Season 2
•
Episode 1
•
43:24
Recapping the Best Moments of Season 1
In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey.We talk about keeping clients, meeting compliance, and using personality insights t...
•
47:59
.jpg)
Realizing the Firm of the Future with Rossby’s Andrew Evans
What if the future of financial advising is more personal, tech-savvy, and engaging? In this episode, Andrew Evans, CEO of Rossby Financial, shares how he's putting the industry on notice with new technology inspired by Disney’s "plussing the p...
•
52:03
Why They Leave: Top Reasons Customers Walk Away
In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer t...
•
54:19
The Top 3 Most Overlooked Issues Facing Wealth Management
In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for ...
•
48:57
How to Build (and Keep) Customer Trust Through Your Customer Experience
In this episode, we explore how to build and keep customer trust from sales to onboarding. Learn practical tips for handling setbacks, improving customer satisfaction, and why hands-on leadership with direct customer engagement is key to growth...
•
43:41
What Do You Really Mean When You Say You Want To Grow?
In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the curr...
•
37:36
What Does Being An ‘Early Stage Start-Up’ Even Mean?
Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal storie...
•
45:15
Remote Culture: Creating Collaboration and Positivity Outside of the Office
Ever felt like quitting when setbacks hit your new business? We've been there and come out stronger. Join us as we share actionable strategies for staying motivated and tackling challenges head-on. Remote teams can thrive, b...
•
39:17
You Can’t Be 80% Right: The Effects Of Misdiagnosing Business Problems
What if you’re solving a problem that isn’t really the problem?In this episode of “From The Ground Up,” Zach Conway and Kelsey McKenna explore how misdiagnosing business problems can just lead to more problems rather than solutions. They...
•
35:12
Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other...
•
35:33
Do Your Customers Think You’re Worth Your Fee?
Why do many people still misunderstand the value of financial advisors? Zach Conway and Kelsey McKenna dissect a conversation with a startup expert who doesn't use an advisor. Discover how to communicate value, address misconceptions head-on, a...
•
38:08
Implementing Human-First Advice with Ross Marino
How does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratif...
•
25:22
A New View on the Advisor Support Model with Avise
Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other.Advisors want to maintain their independence and brand identi...
•
46:47
Connecting with a New Generation with Dr. Preston Cherry
The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-gener...
•
35:08
Human-Centric Advice with Brian Portnoy
When financial advisors are asked at conferences if they feel like a client’s therapist, almost always, an entire room raises its hands. With a majority of advisors not trained in therapeutic techniques, they are left to navigate the emotion...
•
37:13
Embracing Technology to Scale Your Business with Anthony Stich
With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs. Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits ...
•
51:02
Niching Down to Scale Up: How To Find Your Right Niche with Guillaume Decalf
In an industry where broad appeal is commonplace, creating a niche is the path to scaling your business. Join Zach Conway and Kelsey McKenna as they sit down with Guillaume Decalf, CEO of Oui Financial, to break down defining your niche, the...
•
48:06
Culture over Quantity: Building a System of Sustainable Growth with Michael Batnick
Some businesses can achieve initial growth but struggle to later get to the next level. Or worse, they get to the next level of financial success but at the cost of good culture. Michael Batnick, CFA, joins
•
46:10
Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins
The financial advisory world is at a crossroads. There are over 109,000 financial advisors today, with around 40% of them planning to retire in the next ten years. That leaves a big gap to fill. The next generation has plenty of talent, but ...
•
52:05
Overcoming the Burnout Odds: Creating Early Momentum with Scrappy Sales
Whether you're a seasoned advisor or a newcomer to the field, there is no question that the early days within the financial advisory world can be challenging. Join
•
49:17
Picking the Right Tech Stack to Grow your Business
Have you ever wondered how the complex maze of technology can be harnessed to fuel business growth? Join Zach Conway and Kelsey McKenna on a journey through the ever-evolving world of advisor tech, where we share our hard-earned insights from o...
•
44:20
Unveiling the Full Spectrum of Financial Planning with Michael Conway
Join us this week as we chat with Michael Conway, CEO of Conway Wealth, about financial plan that can cover all bases. In this conversation, we cut through the complexity of holistic financial planning and discuss the multifaceted roles financi...
•
44:20
Navigating Growth: Vision, Culture, and the Journey to Expansion
Ever wonder how some startups transform into powerhouses? Your hosts, Zach Conway and Kelsey McKenna from Seeds Investor, are going to explore the mindset and processes behind the growth-focused terrain of the startup world. We dissect Je...
•
39:11