In this episode of Frog Talk, I sit down with Zachary Welborn, shareholder and senior vice president at Mansky Wealth Management, and a two-time Forbes Next Gen Wealth Advisor honoree. Zach shares his journey from unpaid intern to firm partner, opening up about how culture, communication, and mentorship define success in financial services. We dig into what “Every Client, Every Month” really means, how trust transforms client relationships, and why mentoring the next generation of advisors is just as rewarding as landing on a Forbes list. If you’ve ever wondered how wealth management leaders are balancing technology with humanity, this episode is for you.

Guest Introduction:

Welcome to Frog Talk! Today, we're exploring how the next generation of financial leaders is redefining client relationships and organizational culture in an industry facing significant transformation challenges.

I'm joined by Zachary Welborn, Shareholder and Senior Vice President at Manske Wealth Management, and a two-time Forbes Next-Gen Wealth Advisor honoree. Zach brings a unique perspective on building trust-based client relationships while also serving as a CFP Board Mentor, helping shape the future of financial planning professionals.

Zach, welcome! I'd love to start with your journey—how have you approached building both client relationships and team culture in an industry that's traditionally been more transactional?"

Key Takeaways:

• The philosophy behind “Every Client, Every Month” and why consistent communication is the foundation of trust.

• Why culture isn’t just a buzzword—it’s the lived belief system driving organizational success.

• How mentoring the next generation of advisors is as rewarding as personal accolades.

• Why robo-advisors may have their place, but human connection will always be irreplaceable in wealth management.

• The balance between adopting new technologies and maintaining humanity in client relationships.

Chapter Markers:

0:00 Intro

0:20 Guest Introduction: Zachary Welborn

1:00 Zach’s journey into finance and early internships

3:00 Taking a leap with Mansky Wealth Management

5:00 Culture, brand, and leadership lessons from Chris Mansky

9:00 Defining “Every Client, Every Month”

13:00 Communication as the keystone of success

18:00 Mentorship, leadership, and building future advisors

22:00 Being a CFP Board mentor

25:00 Robo-advisors vs. human trust in finance

29:00 Technology adoption and the human factor

34:00 Why work with Zach? Service, trust, and humanity

39:00 Closing thoughts and takeaways

Keywords:

Frog Talk podcast, Nader Safinya, Zachary Welborn, Mansky Wealth Management, Forbes Next Gen Wealth Advisor, financial planning, wealth management, mentorship in finance, CFP board mentor, financial advisor culture, client communication, robo-advisors vs human advisors, leadership in finance, organizational culture, next generation financial leaders