Webinar Registration

Transforming Client Acquisition with FINNY AI
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, May, 21
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ET
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60 minutes
Eden
Eden Ovadia
CEO & Co-Founder Finny AI
Presenter Bio
Josh Brown
Josh Brown
CEO and Co-founder Ritholtz Wealth Management
Presenter Bio

What You'll Learn

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…

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What You'll Learn
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Webinar Description

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.