Solving Financial Advisors’ Organic Growth Problem with FINNY Founder Eden Ovadia

FINNY founder Eden Ovadia shares how the firm is tackling one of financial advice’s biggest challenges: organic growth. Advisors can spend up to 60 hours to win a single client – consuming their most valuable asset: time. And that doesn’t scale. FINNY’s approach – using AI to identify high-intent prospects and automate outreach – aims to change that. The goal? A more efficient growth engine, especially for advisors with clearly defined niches. In an increasingly competitive business, specialization and smart use of technology can compound over time – separating firms that grow from those that don’t. After all, if you’re not growing, you may be dying on the vine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.