Seeds

In case you didn't already know... ...A lot of tools for advisors overcomplicate the investing journey. 👎 Cookie-cutter portfolios 🔻 Confusing proposals ❌ Complicated implementation ⁉ Continual maintenance Seeds is different. We're the platform for advisors who want to streamline the investing process for themselves and deliver a meaningful investing experience to their clients. ✅ Learn more about every investor ✅ Generate tailored proposals that resonate ✅ Implement personalized portfolios in minutes ✅ Focus on relationships not maintenance 🌱Ready to grow with Seeds? Book time with us to learn more: https://lnkd.in/eQkdhdSz

In just over a month... ...Seeds will be at Future Proof! 🌊 The world's premier wealth festival gathers thousands of financial advisors, wealth management executives, LPs, asset managers, and fintechs, all shaping the future of modern wealth management. 👋 Looking to connect while in Huntington Beach? Catch up with Seeds team members, Zachary Conway, Michael W. Conway, CFP® ChFC®, Kelsey McKenna, and Dave Twardowski. Reach out at hello@seedsinvestor.com to meet us there. #FutureProofAC #Fintech #Financialadvisors

Keeping your team motivated and united in your business is not easy. But sometimes it takes getting out of the business to get there. In episode 19 of “From the Ground Up,” Zachary Conway and Kelsey McKenna share strategies for better understanding team members outside of the office to foster collaboration. 🔗Spotify: https://lnkd.in/e58Qu6nd 🔗Apple Podcasts: https://lnkd.in/ebgmUuuw

What if you’re solving a problem that isn’t really the problem? In In episode 18 of From the Ground Up, Zachary Conway and Kelsey McKenna explore how: 👎 Misdiagnosing business problems can just lead to more problems rather than solutions. 📈 Perceived industry trends may not always be your best guide in making business decisions. 🙋♂️ Direct customers should be the most critical voice in deciding how to shape your products and services. Listen now on: 🔗 Apple Podcasts: https://lnkd.in/eYzSBh8e 🔗 Spotify: https://lnkd.in/eW3QxVrG

Customers of tech can and should be assessing tech companies beyond their product. There are plenty of important intangibles to consider, like: 🛣 What is their product roadmap and do you believe in it? 🎯 Are they building toward something that really aligns with you? 🔗 Are their people well-connected and well-respected in your industry? Kelsey McKenna shares these thoughts and more in our conversation with Torie H. in the latest episode of From the Ground Up. Listen to the podcast out now on: 🔗 Apple Podcasts: https://lnkd.in/eRXrcZgi 🔗 Spotify: https://lnkd.in/esQ-QKUc

Some clients think an advisor's value comes from beating benchmark performance, especially those that are particularly fee-conscious. How can advisors demonstrate their value without selling outperformance? One key strategy is through: → Tax-Efficient Transition into New Allocations New clients often have portfolios that may not align with their goals. But transitioning to a new portfolio can trigger tax liabilities. Skilled advisors can show prospects tax-efficient strategies to minimize these impacts, like by selling certain lots, trading at losses where possible, and then creating a plan to sell out of the existing portfolio over time. 🌱 Check out the rest of the "Real Alpha" list: https://lnkd.in/epjfdY5j

When you take the time to recognize and articulate what your clients are thinking and feeling, it signals that you deeply understand them. Learning how to openly address client concerns is crucial in transforming their uncertainty into confidence and trust. This week, Zachary Conway and Kelsey McKenna explore how financial advisors can acknowledge client concerns and communicate value, leading to better communication and client satisfaction. 🎧 Listen to the podcast out now on: Apple Podcasts: https://lnkd.in/eqZE7D3a Spotify: https://lnkd.in/e8Rt-Jvx #FTGU #FiduciaryAdvice #AdvisorTips

We're hiring! As an Investment Associate, you will directly support the Head of Investments across all investment-related activities, including strategy creation, implementation, and oversight. 

What is the true measure of an advisor's value? Some clients think an advisor's value comes from beating benchmark performance, especially those that are particularly fee-conscious. How can advisors demonstrate their value without selling outperformance? One key strategy is through: → Appropriate Asset Allocation Asset allocation plays a pivotal role in shaping portfolio performance. Studies have indicated that over 90% of the variation in portfolio returns can be attributed to how assets are distributed across different classes. By skillfully diversifying investments, advisors help mitigate risks and optimize potential returns. This ensures that your clients' portfolios remain resilient under varying market conditions and are tailored to meet both immediate and future financial goals.

Once you begin engaging in human-first questioning, you will view investing differently, planning differently, and how you manage money differently. It will take you on a new journey and build from there. Ross Marino, CEO of Advisor2X (#SHIFT), joined Kelsey McKenna and Zachary Conway to discuss the profound impact of starting with clients’ stories and using simple, human-first questions to deepen client relationships. Join the conversation: 🔗 Apple Podcasts: https://lnkd.in/ga4cMde5 🔗 Spotify: https://lnkd.in/gW7EeV6D #HumanFirst #FinancialAdvising #FromTheGroundUp