))
Recapping the Best Moments of Season 1
Manage episode 447800585 series 3546760
Content provided by Seeds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey.
We talk about keeping clients, meeting compliance, and using personality insights to build a stronger team. This season has been all about sharing what we’re learning along the way, and as we look forward to season two, we’re excited to bring you even more valuable conversations. Thank you for being part of this with us!
Episodes referenced:
- Overcoming the Burnout Odds: Creating Momentum with Scrappy Sales
- A New View on the Advisor Support Model with Avise
- Unveiling the Full Spectrum of Financial Planning with Michael Conway
- Culture over Quantity: Building a System of Sustainable Growth with Michael Batnick
Connect with us:
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!
39 episodes
Share
