Needing an edge on driving real client success?

Join @BrianPortnoy & Seeds Zachary Conway on 5/9 for our #webinar where will give advisors the strategy to unlock their clients’ financial future.

Register here: bit.ly/4dvy5lE #FundedContentment

The latest episode of the SHIFT show has dropped! Join Ross Marino, CFP®, CeFT® and Zach Conway to hear more about Seeds Investor, and how financial advisors can provide intentional, purposeful, and personalized investing to clients. Listen now-link in the comments!

Are you ready to redefine your approach to client relationships? Join us on May 9th at 12PM ET for a transformative #webinar w/@BrianPortnoy and Seeds Zach Conway
Elevate your practice by registering now: zoom.us/webinar/regist…
#ShapingWealth #FinancialWellbeing

Advisors: Want to have better, less-stressful meetings with your clients? Join our CEO, Zach Conway and Brian Portnoy, founder of @shapingwealth on May 9th @ 12pm ET. Sign up here: zoom.us/webinar/regist…

No topic was safe from my breathtakingly mediocre opinion!

And now you can watch my inanity in 4k!

Thank goodness for the wisdom and wit from co-hosts, Kelsey McKenna & Zach Conway, to carry me through the latest podcast episode of From the Ground Up. I really enjoyed…

Hanging and idea-sharing with people like Brian Portnoy truly gives me hope and excitement about the future of our industry. Had a blast at Future Proof Retreat.

Seeds | @shapingwealth | @FutureProofAC

Transform your client relationships with our latest webinar, “Human-First Investing: Attract & Retain Great Clients.'

Don't miss this opportunity to learn from Zach Conway as he walks through the entire leads-to-closing process.

🔗 Register now: zoom.us/webinar/regist…

“It's about being a better listener, someone who understands the client.” @zachconwayseeds on creating lasting client relationships. #fintech #financialadvisor #wealthmanagement
bit.ly/3TA3P0I

Fintech CEO @zachconwayseeds says advisors can build better trust and stronger client relationships simply by being better at listening. @seedsinvestor Justin L. Mack #financialadvisor #fintech
bit.ly/3TA3P0I

Beyond the media exposure, Michael Batnick shares what what it really takes to drive success at Ritholtz Wealth. It's all about the right systems, processes, and, most importantly, culture. Listen to the podcast out now: lnkd.in/emHXXS7N

Think that scaling and personalization are mutually exclusive? Not if you have the right partners. 🌱

Join our webinar with Altruist! We'll cover how you can achieve organic growth by delivering personalized investing at scale.

Register here: events.altruist.com/driving-organi…

🚀 Join us for a webinar on personalized investing with Altruist and Seeds.

Scale your business without sacrificing personalization.

Learn to attract, assess, and engage prospects effectively.

Register now: events.altruist.com/driving-organi…

podcasts.apple.com/us/podcast/fro…

Episode 2 of From the Ground Up is out now!

Watch the full episode now on YouTube: loom.ly/QPydIoA

Or listen, on:
Apple: rb.gy/i9eh5o
Spotify: rb.gy/h10u0y

We're proud to present our new podcast, From the Ground Up, co-hosted by Seeds CEO, Zach Conway and Head of Strategy & Experience, Kelsey McKenna! 🎙️

Listen here!

Apple Podcasts: loom.ly/7RiB9ts
Spotify: loom.ly/jY4_w50

Did you miss our webinar with Seeds last week?

Watch the replay to redefine your client relationships through meaningful investing.

Watch now: altruist.com/investing-as-a…

'Our goal is to provide a personalized investment experience from initial assessment to ongoing portfolio management and reviews.' #Fintech #Podcast
jasonpereira.ca/all-content-ja…

On Nov. 15, at 1:00 pm EST, join us for a live webinar with our new partner Altruist to learn how investing that prioritizes experience can be your lever for organic growth. 🌱

Don’t miss out— Register here and gear up to transform your practice.
events.altruist.com/investing-as-a…

We've teamed up with Seeds to enhance RIAs' ability to create personalized investment experiences.

Discover custom portfolios that align with your clients' values and financial goals.

Explore diverse strategies and more.

Read below. blog.altruist.com/advisory/altru…

abrdn plc AdvisorEngine Altruist Artisan Partners Bitwise CapIntel Capital Group Dynasty Financial Partners FP Alpha Franklin Templeton Grayscale InnovatorETFs intelliflo Invesco US Gojirin Live Oak Bank Morningstar, Inc. The Motley Fool Nuveen, a TIAA company OneAdvisory Orion Advisor Solutions PPC LOAN…