In this episode of the Seeds Podcast, I sat down with Zach Conway and Kelsey McKenna to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem.
I shared what I’ve learned from helping RIAs scale without burning out their teams or burying themselves in tech they don’t fully use. I break down the real drivers of operational success: people, processes, and technology—in that order. And I dive into why so many founders are stuck wearing too many hats, slowing down growth and blurring accountability across the business.
If you’ve ever defaulted to hiring another ops person or buying another tool without fixing the foundation, this conversation is your wake-up call. I share simple but powerful ways to shift from running around inside your business to actually leading it forward—with clarity, structure, and a team that’s fully empowered to operate.
Watch the full episode below.
