Putting the human element in financial advice with Zach Conway of Seeds Investor
Financial Planning Wealthtech reporter Justin L. Mack chats with Zach Conway, founder and CEO of Seeds Investor, a fintech company that wants to help advisors better understand client needs and give them a more personalized experience."I think as financial planners, for some reason, we get hung up on wanting to be really, really good money managers," Conway told Mack. "And as that becomes increasingly commoditized, how can advisors really make a better experience around investing? Because that's what the client really wants — to feel connected to their money, what their money is doing in the world."
