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Zachary Conway
Founder & CEO of Seeds - Managing Director of Conway Wealth - Co-Founder of Life & Wealth Network - The Leader Board
Zachary Conway is the Founder & CEO at Seeds, a platform that bridges investor financial goals with personal values. He is also affiliated with Conway Wealth Group, focusing on aligning families' life and wealth. With an educational background in Economics, Writing, and Classics from Gettysburg College, along with a study abroad program at James Cook University, Zachary Conway has accumulated a wealth of experience in the financial industry, having held roles such as Managing Director at Conway Wealth Group, Forbes Contributor at Forbes, and Founder at The Leader Board. His editorial expertise is showcased through previous positions as Editorial Manager and Features Editor at Standard & Poor's, as well as Web Editor/Writer at Plum TV.
Highlights
🍥We’re still reeling from an amazing week at Future Proof Festival.☀️
In the sun. On a beach. Not in suits. Learning, engaging, future-proofing.
I’ve never felt more in the pulse of the industry.
You could feel the excitement–and the anxiety–about our future.
We’re lucky to have met one-on-one with dozens of advisors and heard their stories.
Evolving expectations. Consolidation. Stagnancy. Competition. AI???
Advisors are clearly facing a perfect storm of industry change.
And yet I’m inspired by the forward-thinking future-proofers who are proactively seeking the right partners, the right tech, and the right positive mindset.
And, of course, Seeds is here to help. 😉
Here are some takeaways from our conversations with advisors throughout the week:
🆙️Few have figured out how to create sustainable organic growth.
🌱Organic growth requires tapping new client demographics.
👤Advisor demographics are a total mismatch to those new clients.
🧲You better have a future-proofed platform if you want to attract young advisors.
👎New clients won’t accept today’s investing process.
💵Money management is no longer core to a value proposition.
❤️We get hired for our human ability to ask, listen, and understand.
There’s plenty to solve, but we’re excited to take on the future together.
Shoutout to our friends and partners for hanging with us.
Ritholtz Wealth Management Michael Batnick, CFA Social Leverage Matt Ober, CAIA Gary Benitt Blank Ventures Abhi T. Antoine Nivard Matt Middleton FLX Networks Michael Silver Altruist Matthew Hanson Citizen Mint Josh Hile, CFA, CPA StreetCred PR
