We humans struggle with change. Join Zach Conway & Brian Portnoy to hit pause and find your own “funded contentment” before you shepherd your clients through the process.

Register here: bit.ly/4dvy5lE

#FundedContentment #FinancialAdvisors

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

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

🚀 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…

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…

podcasts.apple.com/us/podcast/fro…

'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…

We're teaming up with @Altruist to transform your advisory experience!

By partnering, Altruist & Seeds will sync profound client understanding with advanced automation. Learn more about our partnership at Altruist Advisor Summit, Nov. 1-3

seedsinvestor.com/blog/altruist-…

What’s the right balance between honoring what your investors value and creating a scalable business model? Our guest, Zach Conway, started with that question and built Seeds to bridge the space in the middle.
bit.ly/462znQp

#FutureProofAC keeping Zach Conway busy with back-to-back interviews. 🌊

👋 Thank you Financial Planning & Justin L. Mack, WealthSolutionsReport & Chris Latham, and Three Crowns Marketing & Johnny Sandquist for dedicating their time to cover @FutureProofAC and amplifying voices across the industry!

Tap into this episode of CION Investments' The Advisor Lab podcast with Zach Conway of Seeds, where he discusses how advisors can tell a story beyond performance every time they talk to their clients, values-based investing and more.
🔥🎧podcasts.apple.com/us/podcast/epi…

Young advisors, FPA NexGen is here!

Looking for ways to make investing meaningful, intentional, and personal? Drop by booth 16!

As fellow advisors, we’ll be on hand to discuss:

1️⃣ Experiential Investing
2️⃣ Impactful Communication
3️⃣ Tactics to Forge Deep Client Relationships

New in Action! magazine: Zach Conway, Founder of Seeds, shares his tips to foster long-term sustainable organic growth for financial advisors #WealthTech tinyurl.com/zachconway

Congrats to the Seeds team!

socialleverage.com/blog/2023/6/27…

'All of the investors, and arguably Ritholtz Wealth in particular, have a really strong understanding of the space we’re in. The story of what we’re building resonated with those investors,' Seeds CEO Zach Conway tells Citywire RIA. 💰⤵️
citywire.com/ria/news/finte…

We built Seeds to transform the investing process into an experience. That first requires advisors to go beyond one-dimensional investor profiling. Introducing the Seeds Assessment 3.0: The three-dimensional investor profiling tool. seedsinvestor.com/resources/what…