))
26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
Manage episode 488005544 series 3530131
Content provided by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it.
Here’s the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance.
This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon.
Connect with us below!
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
- Seeds Investor
- Jamie Hopkins on LinkedIn
- FinServ Foundation
- Brodrick Lothringer on LinkedIn
- PodPony
If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
26 episodes
Share
