Podcast Episode Details
Back to Podcast EpisodesThe Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
Season 1 Episode 338
Overview
FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
Growth is every advisor’s goal—but it’s also one of the biggest challenges.
Traditional prospecting requires time, effort, and often a readiness to do things most advisors prefer to avoid: networking, cold outreach, or endless follow-ups.
Eden Ovadia and her co-founders developed FINNY to change that. Using artificial intelligence, FINNY automatically identifies and matches advisors with ideal prospects (those who share their values, interests, and financial needs) and even reaches out on the advisor’s behalf with personalized messages across multiple channels.
The result? A platform that helps advisors grow while doing less work. It’s what Eden calls the “holy grail of growth.”
Eden joins Louis Diamond in this episode to explore how AI is transforming client acquisition and what it means for the future of advice, including: 
- Eden’s background—and what she learned at Y Combinator and BCG that shaped FINNY’s vision.
- FINNY’s data engine—and h
Published on 2 days, 10 hours ago
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