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

About this episode

Eden Ovadia discusses how FINNY is addressing the organic growth challenges faced by financial advisors through AI and automation.

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.

People in this episode

Host: Morningstar

Guest: Eden Ovadia

Topics covered

• financial advisors
• organic growth
• AI in finance
• client acquisition
• technology in business

Keywords

• financial advisors
• organic growth
• AI
• client acquisition
• FINNY
• technology
• automation

Mentioned in this episode

Organizations: FINNY, Simplecast, AdsWizz

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