From the Ground Up

About From the Ground Up

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 are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit useseeds.com and tinyurl.com/SeedsFormCRS25.

Publisher

Seeds

Category

business

Language

en

Explicit

No

First episode

8 Jan 2024

Latest episode

17 Dec 2025

Latest episodes

8 of 71 episodes have a transcript.

1. 

   17 Dec 2025TRANSCRIPT

   Is Your Firm Built For What 2026 Will Demand?

   Zach Conway and Kelsey McKenna reflect on Seeds' growth and advisory space changes, exploring hiring, team structure, and client expectations, while considering technology's impact on firms by 2026.

2. 

   3 Dec 2025TRANSCRIPT

   The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor

   Natalie Taylor discusses the challenges advisory firms face in hiring diverse talent and building a healthy talent pipeline with hosts Zach and Kelsey in an interview.

3. 

   19 Nov 2025TRANSCRIPT

   When’s the Last Time You Audited Your Portfolio Construction Process?

   Kelsey McKenna and Zach Conway discuss how advisors can create repeatable portfolio construction processes that maintain a personal touch, strengthening client relationships.

Inside a recent episode

Is Your Firm Built For What 2026 Will Demand?

Published 17 Dec 2025 · Transcript excerpt

[…] The first is where we spent a lot of time and a lot of focus is an assessment experience. Big part of what we believe is advisors want to and probably should really deeply understand who an investor is when they walk in the door. Right, we advisors tend to do a great job in a broad discovery process and understand family dynamics and balance sheet and all these different moving pieces of a person's life, but not necessarily quite as much as it relates to who they are as an investor. So if we can enable advisors to better understand that investor through a really compelling, easy to use assessment tool, we need to start there and then how do we connect that understanding to the right storytelling on the other side? […]

Who has been a guest on From the Ground Up

Names identified in recent episode analyses. Showing up to five guests.

• Natalie Taylor
• Adam Koós CFP®
• Laura Holt CFP®
• Charesse Spiller
• Dan Slagle

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

20,118

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.6 / 5

10 ratings

Podcast Authority Score: 59 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

62

Social presence

0

YouTube

72

Engagement

71

Contact From the Ground Up

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about From the Ground Up