Join us for an insightful session featuring Eden Ovadia, CEO and co-founder of FINNY AI, a leading AI-powered prospecting and marketing platform tailored for financial advisors. Eden will delve into effective strategies that have propelled growth across numerous advisory firms and share her vision for the future of organic client acquisition.
We're also excited to welcome Joshua Brown, CEO of Ritholtz Wealth Management, who has recently invested in FINNY and joined its advisory board. Joshua will discuss his reasons for backing FINNY and how the platform is revolutionizing the way advisors connect with potential clients .
The webinar will include:
- Key strategies for enhancing client acquisition.
- Insights from Joshua Brown on FINNY's impact and potential.
- A live demonstration of the FINNY platform.
- Success stories from advisors who have leveraged FINNY to grow their practices.
Don't miss this opportunity to learn how FINNY AI is shaping the future of financial advisory services.
Eden is originally from Montreal, where she received a Software Engineering degree from McGill University, specializing in Machine Learning. While at McGill, she worked at EY and KPMG as a Cyber Security Advisory Associate. Upon graduation, Eden joined BCG NYC, where she primarily worked in the Tech, Financial Institutions & Private Equity practices for over 2 years.
Joshua Brown is co-founder and CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $4 billion for high net worth investors, corporate retirement plans and foundations.
Josh’s blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also the author of three books, including his latest, How I Invest My Money.
Josh’s firm is focused on a range of investor services, including financial planning, retirement solutions, institutional asset management, insurance, tax planning and more.