Transforming Client Acquisition with FINNY AI
Guest Expert: Eden Ovadia and Josh Brown
Date:
Webinar Replay Description
The program featured Eden Ovadia, CEO of FINNY AI, and Joshua Brown, CEO of Ritholtz Wealth Management, as they explored successful client acquisition strategies using FINNY’s AI-powered platform, highlighted its transformative impact on financial advisory practices, and showcased real advisor success stories.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
The webinar really reinforced my learnings from a decade of experience in lead gen in the life settlement and RIA spaces. There is never enough time for all the actions smaller firms need to keep up with, and this is a really great option with a very tangible use of AI.
- Zach D.
How to prospect with FINNY
- Austin G.
The webinar really reinforced my learnings from a decade of experience in lead gen in the life settlement and RIA spaces. There is never enough time for all the actions smaller firms need to keep up with, and this is a really great option with a very tangible use of AI.
- Zach D.
How to prospect with FINNY
- Austin G.
Transforming Client Acquisition with FINNY AI 05-23-2025
Attendees Comments:
The webinar really reinforced my learnings from a decade of experience in lead gen in the life settlement and RIA spaces. There is never enough time for all the actions smaller firms need to keep up with, and this is a really great option with a very tangible use of AI.
- Zach D.
How to prospect with FINNY
- Austin G.