Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️

On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals. 👏

Melissa gets real about:

👉 Aligning your firm with personal values (spoiler: it matters more than you think)

👉 Attracting high-earning millennials and their parents through education-first strategies

👉 Managing team dynamics and building a culture rooted in clear communication

👉 The power of authenticity in client conversations (ditch the jargon — talk like a human!)

If you’re building an advisory firm, scaling a business, or just figuring out how to stay authentic while growing fast, this episode is packed with lessons you don’t want to miss.

🚀 Advisors — your clients don’t just need a plan, they need a partner. And Melissa’s story proves how powerful that can be.

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog
• Disclosures

#FromTheGroundUpPodcast #FinancialAdvisors #AdvisorGrowth #WomenInFinance #FinancialEducation #WealthManagement #RIACommunity #AuthenticAdvising

Ask Zach and Kelsey a question!

Ask Zach and Kelsey a question!