- 88
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Seeds
United States
Приєднався 13 бер 2022
Through personal stories from the start-up world and conversations with guests, co-hosts Zach Conway, CEO and Founder of Seeds Investor, and Kelsey McKenna, Head of Strategy and Experience, offer an insider perspective on honing big ideas into business realities. From the Ground Up 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 anyone eager to build and refine their businesses from the ground up.
New Year, New Plans: How to Prep for Growth in 2025!
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: Define clear roles and delegate effectively to unlock your team’s full potential.
Strategic Planning That Works: Learn how to reassess, refine, and execute realistic goals with the right resources.
Thanks for watching!
Connect with us:
Zach Conway: www.linkedin.com/in/zachary-conway
Kelsey McKenna: www.linkedin.com/in/kelseymckenna3
Ready to grow your business with Seeds? Schedule your personalized demo today.
Website: www.seedsinvestor.com
Our Blog: www.seedsinvestor.com/blog
LinkedIn: www.linkedin.com/company/from-the-ground-up-podcast/
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: Define clear roles and delegate effectively to unlock your team’s full potential.
Strategic Planning That Works: Learn how to reassess, refine, and execute realistic goals with the right resources.
Thanks for watching!
Connect with us:
Zach Conway: www.linkedin.com/in/zachary-conway
Kelsey McKenna: www.linkedin.com/in/kelseymckenna3
Ready to grow your business with Seeds? Schedule your personalized demo today.
Website: www.seedsinvestor.com
Our Blog: www.seedsinvestor.com/blog
LinkedIn: www.linkedin.com/company/from-the-ground-up-podcast/
Переглядів: 28
Відео
Winning Next Gen with H. Adam Holt of Asset-Map
Переглядів 53Місяць тому
In this episode of From The Ground Up Podcast, Zach Conway, Kelsey McKenna, and guest Adam Holt explore how financial advisors can enhance client relationships through clear communication and innovative tools like Asset-Map. They discuss simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet the needs of next-generation investors. By empha...
How To Apply A Tech Product Mindset To Build Your Service Offering
Переглядів 23Місяць тому
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, ensur...
Scrappy Marketing Tactics to Kickstart Lead Gen
Переглядів 372 місяці тому
Scrappy Marketing Tactics to Kickstart Lead Gen
Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
Переглядів 216 місяців тому
Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
The Real ROI of Financial Advice: It’s Not About Beating the Market
Переглядів 136 місяців тому
The Real ROI of Financial Advice: It’s Not About Beating the Market
Do Your Customers Think You’re Worth Your Fee?
Переглядів 287 місяців тому
Do Your Customers Think You’re Worth Your Fee?
How to Reframe Client Meetings with Ross Marino
Переглядів 77 місяців тому
How to Reframe Client Meetings with Ross Marino
Implementing Human-First Advice with Ross Marino
Переглядів 137 місяців тому
Implementing Human-First Advice with Ross Marino
A New View on the Advisor Support Model
Переглядів 27 місяців тому
A New View on the Advisor Support Model
A New View on the Advisor Support Model with Avise
Переглядів 187 місяців тому
A New View on the Advisor Support Model with Avise
Maximizing Firm Growth Through Collaboration with Dr. Preston Cherry
Переглядів 48 місяців тому
Maximizing Firm Growth Through Collaboration with Dr. Preston Cherry
Connecting with a New Generation with Dr. Preston Cherry
Переглядів 118 місяців тому
Connecting with a New Generation with Dr. Preston Cherry
Supply and Demand of Human-Centric Advice with Brian Portnoy
Переглядів 38 місяців тому
Supply and Demand of Human-Centric Advice with Brian Portnoy
Human-Centric Advice with Brian Portnoy
Переглядів 998 місяців тому
Human-Centric Advice with Brian Portnoy
Embracing Technology to Scale Your Business with Anthony Stich
Переглядів 609 місяців тому
Embracing Technology to Scale Your Business with Anthony Stich
Defining Your Niche Through Introspection
Переглядів 239 місяців тому
Defining Your Niche Through Introspection
Niching Down to Scale Up: How To Find Your Right Niche with Guillaume Decalf
Переглядів 189 місяців тому
Niching Down to Scale Up: How To Find Your Right Niche with Guillaume Decalf
Hiring Candidates To Fit Your Company Values
Переглядів 710 місяців тому
Hiring Candidates To Fit Your Company Values
Culture over Quantity: Building a System of Sustainable Growth
Переглядів 43810 місяців тому
Culture over Quantity: Building a System of Sustainable Growth
Fixing the Financial Advisory Pipeline Problem with FinServ President Jamie Hopkins
Переглядів 2210 місяців тому
Fixing the Financial Advisory Pipeline Problem with FinServ President Jamie Hopkins
Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins
Переглядів 1110 місяців тому
Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins
Navigating Scrappiness: Insights from Advisor Conversations
Переглядів 2010 місяців тому
Navigating Scrappiness: Insights from Advisor Conversations
Overcoming the Burnout Odds: Creating Early Momentum with Scrappy Sales
Переглядів 1011 місяців тому
Overcoming the Burnout Odds: Creating Early Momentum with Scrappy Sales
Tech is Over Hyped in Wealth Management
Переглядів 711 місяців тому
Tech is Over Hyped in Wealth Management
Picking the Right Tech Stack to Grow your Business
Переглядів 1211 місяців тому
Picking the Right Tech Stack to Grow your Business
Unveiling the Full Spectrum of Financial Planning with Michael Conway
Переглядів 1611 місяців тому
Unveiling the Full Spectrum of Financial Planning with Michael Conway
Navigating Growth: Vision, Culture, and the Journey to Expansion
Переглядів 1911 місяців тому
Navigating Growth: Vision, Culture, and the Journey to Expansion
Ngl the first time i watched it, i was over half way through and still had no idea what was being said.😅 so i just moved on. Then came back thinking important shit either sounds dry or requires some effort to understand. Idk if i understand the video's purpose but as a visual person myself i agree that mapping stuff out deffinetly makes things easier to understand. Gl
Great to spend some time with you and share what’s working for financial advisors! #AssetMap
Thanks for the forecast! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
Did y'all ever record another episode about scaling up and technology stack?