AI's impact on advisor workflows

About this episode…

Growth is every advisor’s goal—but it’s also one of the biggest challenges.

Traditional prospecting requires time, effort, and often a readiness to do things most advisors prefer to avoid: networking, cold outreach, or endless follow-ups.

Eden Ovadia and her co-founders developed FINNY to change that. Using artificial intelligence, FINNY automatically identifies and matches advisors with ideal prospects (those who share their values, interests, and financial needs) and even reaches out on the advisor’s behalf with personalized messages across multiple channels.

The result? A platform that helps advisors grow while doing less work. It’s what Eden calls the “holy grail of growth.”

Eden joins Louis Diamond in this episode to explore how AI is transforming client acquisition and what it means for the future of advice, including:

• Eden’s background—and what she learned at Y Combinator and BCG that shaped FINNY’s vision.
• FINNY’s data engine—and how it works to match clients and advisors “like a dating app for wealth management.”
• Using AI to scale personalized outreach—and why the next generation of advisors is embracing this concept.
• AI and its impact on human connection—and why she believes technology will free advisors to actually spend more time doing what AI cannot do.
• The biggest myth around AI—and how tools like FINNY will help create better and more relevant connections.

It’s a fascinating look at how the next wave of innovation is making growth smarter – and more human – than ever before.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.