A few years ago, Seeds' founders realized that advisors like them needed away to better engage clients in more meaningful conversations about personal values and to deliver custom portfolios that aligned.
But more than that, they saw an opportunity to enhance their differentiation and value, leading to stronger growth and deeper, longer-lasting client relationships.
That's how Seeds was born. And with the help of an incredible team, the company now supports dozens of other advisors on that same mission to help investors align values and financial goals.
Recently at the Excell 2021 Conference, Seeds won the top tech award, "Best In Show," as a platform that "not only causes disruption and provides value, but differentiates itself among its peers to drive change in an advisor’s practice and improve their ability to provide advice." Hosted by Carson Group, the conference featured leading independent financial advisory teams from across the country in one of industry's most premier wealth advisory event of the year.