Are you the bottleneck in your own firm? 🚨

In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thin, unsure where to focus, or stuck in “fix-everything-at-once” mode — this is your chance to get unstuck.

Kelsey drew on years of experience advising firm leaders to develop the 'Growth Constraint Diagnostic'— a tool that helps early-stage firms identify the area of their business to optimize first if they want to unlock growth.

In this episode, we cover an overview of the 5 Growth Constraints most common at early-stage RIAs:

— The Founder Bottleneck

— Team Constraint

— Value Prop Confusion

— Broken Growth Engines

— Operational Complexity

If you’re ready to stop spinning your wheels and start scaling with purpose, this episode is your roadmap. Plus, soon, you’ll be able to take the quiz, get a custom guide, and clear your path to growth.

📥 Growth Constraint Assessment Wait List

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 #RIA #WealthManagement #ScaleYourFirm #BusinessDevelopment #Entrepreneurship #SeedsAdvisor #Leadership #PracticeManagement

Ask Zach and Kelsey a question!