Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically.
What You'll Learn:
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Why most firms overestimate organic growth
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How AI helps identify high-propensity prospects
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The importance of niche and focus in scaling
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Ways to humanize automated outreach
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How Finny empowers advisors to grow efficiently
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
Resilient Advisor Podcast