For Advisors Who Actually Give A S*** with Zach Conway
For a financial advisor, a client can agree with every chart and every recommendation and still walk away thinking, "Why would I invest like that?" That's the problem Zach Conway, Founder and CEO of Seeds, is trying to solve.
On this episode of The Biztape, we talk about the meeting that changed everything for Zach, and how it highlighted a bigger issue in the wealth management industry: advisors can only personalize portfolios if they have tools that actually turn client values and preferences into real investment decisions.
We also get into what clients are really paying advisors for…
The skinny
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