Great financial advice is not just about what you recommend. It’s about how clients experience every step along the way.

What if the biggest gap in financial advice is not knowledge, but how that knowledge is delivered, explained, and felt by the client?

In this episode, Andrew Evans continues his conversation with Zach Conway and Kelsey McKenna of Seeds, exploring why financial advisors struggle to connect client discovery with actual portfolio outcomes. They break down how poor onboarding experiences can shape client perceptions for years, the importance of understanding client feelings, and why scalable frameworks matter. The discussion also highlights how firms can turn internal processes into repeatable systems that enhance both client experience and business value.

Key takeaways:

• Why many advisors fail to connect discovery insights with portfolio decisions, creating long-term client disconnect
• How early onboarding experiences can shape client trust and perception for years after the first interaction
• The importance of understanding client feelings and feedback to improve the overall advisory experience
• Why scaling a firm requires turning personal insight into repeatable systems and documented processes
• How firms can increase valuation by proving consistent, repeatable client outcomes beyond market-driven growth
• And more!

Resources:

• Fixing the Broken Advisor Experience with Zach Conway and Kelsey McKenna (Part 1) (Ep. 13)
• Lindsay Evans on Building Products People Actually Want (Ep. 2)

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: R Office
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with Zach Conway & Kelsey McKenna:

• LinkedIn: Zach Conway
• LinkedIn: Kelsey McKenna
• Website: Seeds
• The Advice Business Podcast
• Email: hello@useseeds.com
• Email: zach@useseeds.com

About Zach Conway:

Zach Conway is the Founder and CEO of Seeds, an investment management platform designed to improve both the advisor and client experience. With over a decade of experience as a financial advisor, Zach built his career inside an advisory firm, where he identified gaps in how investment management and client engagement were delivered. His work today centers on helping advisors streamline operations, enhance personalization, and build businesses that can grow without losing the human element.

About Kelsey McKenna:

Kelsey McKenna is the Chief Operating Officer at Seeds, where she focuses on helping financial advisory firms build scalable, client-centered businesses. With a background in advisor technology and early-stage startups, including her time at eMoney, she brings a deep understanding of how advisors can connect service, experience, and operations into a cohesive model. Kelsey is passionate about improving how firms deliver value to clients while creating systems that support sustainable growth.

Most people don’t struggle because they lack information; they struggle because they can’t clearly see what they already have.

What if the real issue isn’t strategy, but how it’s communicated and understood?

In this episode, Andrew Evans interviews H. Adam Holt, CEO & Founder of Asset-Map, about his journey from financial advisor to building a platform used by thousands of advisors. He shares how simplifying financial conversations through visualization helped him grow rapidly, why the industry often overwhelms clients, and how advisors can create stronger engagement by showing instead of telling.

Adam also introduces the concept of financial fire drills and explains how purpose, not money, drives long-term fulfillment.

They discuss:

• How visual financial mapping replaced complex reports and helped clients understand their full financial picture
• Why many advisors lose client engagement by relying on overwhelming data and analysis instead of clarity
• The six financial fire drills every client should plan for to avoid major disruptions in their lives
• How shifting from telling to showing improves trust, communication, and decision-making with clients
• Why purpose and relationships matter more than financial outcomes in both business and personal life
• And more!

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: R Office
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with H. Adam Holt:

• LinkedIn: H. Adam Holt
• Website: Asset-Map

About our Guest:

Adam Holt is the Founder of Asset-Map, a widely adopted financial planning platform that helps advisors simplify complex client situations through visual mapping. With nearly three decades of experience in financial services, he began his career in insurance and evolved into a holistic financial planner, eventually building one of the top practices in his broker-dealer. His work focuses on improving client engagement by making financial information easier to understand and act on. Beyond Asset-Map, Adam is also passionate about purpose-driven initiatives, including building communities like Rebel Dads, which supports entrepreneurial fathers in balancing leadership at home and work.

Creating content can feel overwhelming, especially when time and skills don’t seem to align.

What actually works when it comes to video, and how can professionals stay relevant without burning out?

In this episode, Andrew Evans interviews Laura Garfield, Co-Founder of Idea Decanter, about why many advisors struggle with video content and how to approach it more effectively. They explore the pitfalls of doing everything yourself, the rise of AI-generated content, and the importance of authenticity. Laura shares insights from her State of Advisor Video Report, including how top advisors build simple, repeatable systems. The conversation also highlights trends like short-form attention grabbers and long-form depth for niche audiences.

Laura discusses:

• Why many advisors waste hours editing video instead of focusing on client-facing work that drives value
• How AI-generated content can appear convincing while delivering inaccurate or misleading information
• The importance of building a simple, repeatable content system that saves time each month
• Why specific, niche-focused content performs better in a crowded digital environment
• The balance between short-form videos for attention and long-form content for deeper engagement
• And more!

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: R Office
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with Laura Garfield:

• LinkedIn: Laura Garfield
• Website: Idea Decanter
• laura@ideadecanter.com
• The Real #Finfluencers Podcast

About our Guest:

Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta.

Along the way, she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling. Instead of a company relying on a big ad spend, with the Internet, you can be a broadcaster of your own brand. Laura believes that all you need to pull it off is a talented content marketing team (like Idea Decanter!) to help you craft your message.

Advisors are working harder than ever, yet many still feel stuck delivering inconsistent client experiences.

What if the issue is not effort, but how services, operations, and investment management are structured in the first place?

In this episode, Andrew Evans speaks with Zach Conway, Founder and CEO of Seeds, and Kelsey McKenna, COO of Seeds, about why many advisory firms struggle to scale their services. They explore how fragmented processes, unclear positioning, and disconnected technology stacks create friction for both advisors and clients. Zach and Kelsey also explain how redefining the client experience and automating operational tasks can help firms grow without sacrificing quality.

Key takeaways:

• Why many advisors avoid building new service models due to fear of disrupting current revenue streams
• How fragmented systems and siloed thinking create inconsistent client experiences and limit scalability
• The importance of defining a clear niche to simplify offerings and improve operational efficiency
• Why advisors should focus on client relationships while automating trading and portfolio mechanics
• How aligning service, experience, and operations creates a repeatable and scalable business model
• And more!

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: R Office
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with Zach Conway & Kelsey McKenna:

• LinkedIn: Zach Conway
• LinkedIn: Kelsey McKenna
• Website: Seeds
• The Advice Business Podcast
• Email: hello@useseeds.com

About Zach Conway:

Zach Conway is the Founder and CEO of Seeds, an investment management platform designed to improve both the advisor and client experience. With over a decade of experience as a financial advisor, Zach built his career inside an advisory firm, where he identified gaps in how investment management and client engagement were delivered. His work today centers on helping advisors streamline operations, enhance personalization, and build businesses that can grow without losing the human element.

About Kelsey McKenna:

Kelsey McKenna is the Chief Operating Officer at Seeds, where she focuses on helping financial advisory firms build scalable, client-centered businesses. With a background in advisor technology and early-stage startups, including her time at eMoney, she brings a deep understanding of how advisors can connect service, experience, and operations into a cohesive model. Kelsey is passionate about improving how firms deliver value to clients while creating systems that support sustainable growth.

Most business owners think launching a website is enough to start generating leads. But what happens after someone clicks?

In this episode, Andrew Evans sits down with Cassia Watts, Co-Founder of HiveOne.io and Co-Creator of AnchorPoint, to unpack why most entrepreneurs struggle with marketing systems. They explore the limits of DIY website builders, the importance of funnels and follow-up, and why automation matters more than design. Cassia also shares how HiveOne evolved into AnchorPoint, an all-in-one platform built specifically for financial advisors who need marketing power with compliance built in.

Cassia highlights:

• Why building a Wix or Squarespace site is only step zero in a real marketing strategy
• The importance of lead magnets and capturing emails above the fold
• How automation and multiple touchpoints drive conversions over time
• The hidden costs of stacking tools like HubSpot, Calendly, and payment apps
• How AnchorPoint simplifies marketing, payments, and compliance for advisors
• And more!

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: ROffice
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with Cassia Watts:

• LinkedIn: Cassia Watts
• Website: HiveOne.io
• Website: AnchorPoint

About our Guest:

Cassia Watts is the Co-Founder of HiveOne and Co-Creator of AnchorPoint, bringing over a decade of experience in marketing operations and systems design. She specializes in helping entrepreneurs and financial advisors build streamlined, automated marketing infrastructures that move prospects from first click to committed client. With a strong focus on practicality and affordability, Cassia has worked with solopreneurs and growing teams to simplify tech stacks, improve email deliverability, and create scalable backend processes that support long term business growth.

Career paths rarely follow a straight line and sometimes the best opportunities come from unexpected places.

What happens when you find yourself in a role that doesn’t align with your values? How do you discover work that truly matters?

In this episode, Andrew Evans interviews Leslie Lipscomb, Senior Vice President at Financial Independence Group, about her journey from hating her first insurance job to building a nearly 20-year career she loves. She shares how FIG’s technology platform helps advisors simplify their legacy business, the growth of women in financial services, and the meaningful “why” that drives her work every day. Leslie also discusses the challenges women advisors face and how organizations can better support them.

Leslie discusses:

• Her path from a $30,000 millionaire at a big box insurance company to senior leadership at FIG
• How advisors miss opportunities by not connecting their legacy book of business to technology platforms
• The acceleration of women entering financial services and the confidence gap many still experience
• The story behind FIG’s founding and the personal legacy that motivates her work after nearly two decades
• Why women advisors are more likely to build sustainable succession plans than their male counterparts
• And more!

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: ROffice
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with Leslie Lipscomb:

• LinkedIn: Leslie Lipscomb
• Website: Financial Independence Group
• (704) 971-7760

About our Guest:

Leslie Lipscomb joined Financial Independence Group in 2006 as a Sales Consultant in the annuity division. During her 10 years as a consultant, Leslie was recognized as one of the most successful insurance Sales Consultants in the country.

In 2017, Leslie was promoted to Senior Vice President and currently leads a private client group that supports independent financial professionals across the country. Her private client group focuses heavily on comprehensive and holistic planning using life insurance, annuity and long term care products. In an ever-changing industry, Leslie plays a vital role in helping her agents build a business and marketing plan unique to each individual practice. Once a plan has been developed, Leslie and her team take a hands-on approach to ensure the plan is fully implemented.

Working for a family owned and operated company, Leslie prides herself on the fact that Financial Independence Group is truly an independent marketing organization which allows her to offer her agents and their clients an unbiased opinion when recommending insurance products. Leslie strives to work with her agents daily to assist them in fulfilling their client’s specific retirement or legacy needs. Leslie currently holds her Life and Health license as well as Medicare Supplement and Long Term Care license.

Leslie grew up in Charlotte, NC and graduated from Methodist University in 2005 with a Bachelor of Science in Business and Marketing. When she isn’t working with her agents, you can find her paddle boarding or boating on Lake Norman and spending time with her family. Leslie and her husband David reside in Cornelius, NC with their two dogs Jackson and Savannah.

Insurance often feels like an afterthought until something goes wrong. Are you confident your coverage actually protects you when it matters most?

In this episode, Rossby Financial’s Founder Andrew Evans chats with Chad Ramberg, Founder & President of Box Professional Insurance, about errors and omissions insurance for financial advisors. Chad shares his journey from claims adjuster to financial advisor to insurance specialist, explaining why most advisors misunderstand their coverage. He breaks down the lifecycle of claims, the importance of early intervention, and how group plans may leave advisors exposed.

Chad discusses:

• Why his 20 years on the claims side revealed the problems with generic insurance coverage approaches
• How claims volume correlates with market downturns and why severity matters more than frequency
• The importance of calling for help before complaints escalate into formal claims
• Why default deductibles and aggregate limits may not align with your actual risk exposure
• How some firms collect more in premiums from advisors than their total coverage provides
• And more!

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: ROffice
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with Chad Ramberg:

• LinkedIn: Chad Ramberg
• Website: Box Professional Insurance
• chad.ramberg@boxproinsurance.com

About Our Guest:

Chad Ramberg has over 25+ years of experience in management, including GM/Director and Controller positions.

For the initial decades of his career, he held leadership positions in the claims division of the insurance industry. As his career in the claims sector drew to a close, he opted to channel his financial acumen into becoming a registered investment advisor. During his tenure as an advisor, he gained a profound respect for the day-to-day challenges RIAs face. Changing course, Chad discovered that he could make a more significant contribution to the financial services community by becoming an insurance advisor to advisors. Now, Chad has the privilege of engaging with advisors across the country, meeting their needs so they can focus on what they do best.

When Chad is not working, you may find him experiencing the great outdoors with his family, where he may be camping, hiking or riding through the mountains.

Technology is advancing at lightning speed, leaving many professionals wondering how to adapt and thrive.

In this episode, Andrew Evans is joined by his brother David Evans and producer RJ Malyk for a candid discussion on AI, resilience, and finding new ways to stay relevant in rapidly changing industries.

RJ shares how his background in radio shaped his approach to AI, why embracing change matters, and how financial services can draw lessons from other fields facing disruption.

Key takeaways:

• How RJ transitioned from radio to voiceover work and why AI pushed him to expand his skillset
• The mindset shift needed to embrace change instead of resisting it
• Parallels between AI’s disruption and past technological shifts like TurboTax and big-box retail
• The importance of human interaction and personalization in industries threatened by automation
• Why the 80/20 rule explains the balance between technology and human expertise across fields
• And more!

Previous Episodes of Interest:

• Lindsay Evans on Building Products People Actually Want (Ep. 2)
• Practical AI for Real-World Use with David Evans (Ep. 5)

Connect with Rossby Financial:

• (321) 209-0111
• Website: Rossby Financial
• Website: ROffice
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com

Connect with David Evans:

• LinkedIn: David Evans

Connect with RJ Malyk:

• LinkedIn: RJ Malyk