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:

  • Why most firms overestimate organic growth

  • How AI helps identify high-propensity prospects

  • The importance of niche and focus in scaling

  • Ways to humanize automated outreach

  • 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

Podden och tillhörande omslagsbild på den här sidan tillhör Jay Coulter, CFP®, CIMA®. Innehållet i podden är skapat av Jay Coulter, CFP®, CIMA® och inte av, eller tillsammans med, Poddtoppen.