Shownotes
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast and speaks with Eden Ovadia, co-founder and CEO of Finny AI, about why organic growth is a major challenge for financial advisors and why reliance on M&A has made firms complacent and increasingly capital-inefficient as multiples rise. Ovadia explains that referrals still drive most industry growth but are largely passive, pushing ambitious firms to adopt more proactive prospecting and marketing strategies. They discuss how AI raises the bar for standing out, making niche specialization and sharp messaging more important, and why personalization matters from the first prospect interaction in a trust-based business. Ovadia describes how AI can automate prospect identification, segmentation, outreach, and content to book meetings, letting advisors focus on client relationships, and shares FINNY’s approach and her experience working with Josh Brown.
Learn more about Zephyr: https://informaconnect.com/zephyr/manager-screening/?utm_medium=Content&utm_source=Content_Podcast&utm_campaign=YT_Adjusted_for_Risk_&utm_content=YT_Adjusted_for_Risk
Learn more about FINNY: https://finny.com/
00:00 Welcome and Sponsor
01:14 Meet Eden and FINNY
04:01 Josh Brown Story
05:56 M&A vs Organic Growth
08:03 Referrals and Limits
09:37 Why Prospecting Is Hard
11:18 AI and Niche Targeting
14:40 Personalization Builds Trust
16:45 Scaling and Automation
22:30 Future of Growth Tech
24:32 Where to Learn More
25:11 Closing and Subscribe
Connect with Ryan Nauman:
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Ryan Nauman Market Strategist Zephyr:
Welcome everyone to Zephyr's
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Adjusted for Risk podcast
from the shores of Lake Tahoe.
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I'm Ryan Nauman, the market
strategist here at Zephyr.
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One of the biggest challenges financial
advisors face is growing organically,
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which includes marketing and prospecting.
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I could be wrong here, but not
many advisors get into wealth
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management because they enjoy
marketing and prospecting, it
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can be a challenge for some.
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I have on the perfect guest to
talk about the importance of
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marketing and prospecting in
order to achieve organic growth.
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But first, this episode is sponsored
by the award-winning Zephyr, which
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helps investment professionals
make more informed investment
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decisions on behalf of their clients.
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All right, enough from me.
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I've already talked enough.
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Let's go ahead and bring
on the star of the show.
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To give a very warm
welcome to Eden Ovidea.
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Eden is the co-founder
and CEO of Fenny AI.
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Eden, thank you so much
for coming on the show.
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It's an honor to have you on.
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Really excited about this conversation.
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It's gonna be really fun.
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Can you please tell us a little bit
more about yourself and Fenny AI?
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Eden Ovadia Co-Founder & CEO FINNY:
Yeah, absolutely.
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I have to say I'm super excited.
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I don't know if I shared this with
you, but as I was getting into
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the industry and started building
Finney, this was actually one of the
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podcasts that me and my co-founder
were listening to pretty religiously
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just to get a better lay of the land.
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So it's great to be on
the other side of things.
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Ryan: Thank you.
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And then not many people come on
and say that, so It's an honor.
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Thank you
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Eden Ovadia Co-Founder & CEO FINNY:
Yeah.
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So my quick background and the background
on Finney me and my co-founders all
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studied AI engineering and machine
learning in college, and then we all
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went through different walks of life.
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I ended up in consulting at Boston
Consulting Group on their private equity
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team, doing a lot of work in our wonderful
indus-industry of wealth management,
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more so on the M&A side of things.
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There's a long story there, but
essentially all the cards lined
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up such that I was faced over
and over again with the problem
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of organic growth for advisors.
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And I kept hearing how
frustrating this process was.
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There was clearly no great solution.
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And I felt that in 2023, technology was
just getting to the point where we can
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probably build something really meaningful
and different from anything that had
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ever been available to advisors before.
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And so me and my co-founders all left
our jobs at early 2024 to start Finney.
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And the goal and the only thing we do is
help financial advisors grow organically.
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So basically help them find new
families they can serve better than
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anyone else and grow their assets.
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That's truly the only thing we do.
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It's the only thing I think about every
single day when I wake up in the morning.
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So it's a topic I obviously
love to talk about.
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Ryan: Yeah, and then that's fantastic.
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So I'm glad you brought that up
because it feels if a lot of companies
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out there, a lot of firms in this
space, they do a lot of things okay.
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They spread themselves very thin.
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It's good that you know
what you're really good at.
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You do it really good.
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It's all you think about, all you do.
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It's not like you're trying to be
one, a million things across the
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Eden Ovadia: Yep.
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Yeah, you know what they say, jack
of all trades, master of none.
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Ryan: I love it.
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I love it.
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You're exactly right.
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So your experience, you've got the
wealth management experience, and then
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you're bringing technology together.
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I'm sure that experience has really
helped you with you and your co-founders
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in starting Finney and getting a
really big, better understanding of
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how, what the challenges are, the
gaps, and how technology can fit that
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Eden Ovadia: Yeah absolutely
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Ryan: What…
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This is probably a question just I
wanna know, Eden, but what's it like
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to be the co-founder and CEO of a
company that's supported by Josh Brown?
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Eden Ovadia: Josh is awesome.
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There's actually a funny story.
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When Josh came when I met Josh,
I think at this point it was
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like two and a half years ago it
was really early days of Finney.
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I was just getting started, and despite me
having been in the wealth industry from a
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consulting and M&A perspective, I didn't
really understand the dynamics and all
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the people and the super players and power
players like Josh and Michael Kitces.
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And so Josh came inbound and
booked a demo from our website.
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And I remember I just-- it was
me, his assistant, and Josh, and
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I just started pitching him as
if he was, a regular advisor.
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And I was like this is how Finney
works," and, just started doing a demo.
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And I remember his assistant was
like "Sorry to interrupt here, but
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do you know who Josh Brown is?"
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And I was like, "Yeah, I've done some
research on Ritholtz," but very light.
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And so we took a step back, and
he's "Okay, so this is actually,
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a little bit more context."
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They were super gracious about it.
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But it-- And then we ended up having
a good laugh for a minute afterwards,
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and obviously in the end, he ended
up coming on as an advisor to Finney
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and an investor in our company.
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But it came from a really organic
place, and I think he appreciated the
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fact that I probably came into this a
little bit more naive than others have.
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It's been tremendous to work with him.
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I think when he had publicly announced
his involvement in our company, we
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had been booked straight demos for
eight m- eight, eight weeks straight.
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There was like a wait list
just to see the product.
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It-- which has been awesome
from that perspective.
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And he also is just super wise
and has just eagle eye view of
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all the innovation and everything
that's happening in our industry.
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So just been a great person
to bounce ideas off of.
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Ryan: I love that story.
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And and it probably helped that you
didn't go into it just all starstruck,
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and you're just regular person.
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That's fantastic.
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I love it.
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you had said that your background,
you did a lot with M&A.
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And, M&A is very popular today.
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It's like whenever you
see wealthmanagement.com
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articles, it's all
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M&A mergers firms acquiring other firms.
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It's just all over the place,
and I feel as if that's maybe
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people rely on that for growth.
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It's a popular growth vehicle
for wealth management firms.
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Do you think growing organically
has become a lost art with so
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many people just saying I'll get
growth by buying another firm"?
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Eden Ovadia: Hundred percent.
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I think a lot of firms over the last
five to ten years have become complacent
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and a little bit lazy, honestly.
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And growth in M&A is almost
almost like a hack, right?
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You can just buy your way
to these growth numbers.
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But ultimately you're not really
building up the muscle in how
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to grow the good old-fashioned
way through client acquisition.
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And now with how-- as these
multiples are going through the roof,
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growth through M&A is no longer…
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it never really was the economical
decision, but now it's just the most
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capital inefficient thing a firm can do.
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All the good deals are now going at these
crazy multiples, and the deals that aren't
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probably have a reason why they're not.
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And so it's no longer a great
strategy to just rely on M&A.
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You have to supplement it
with, a good growth strategy.
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When you bring in a new asset a
new partner firm, you have to help
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them actually reach those growth
numbers that you made the bet that
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they would be worth it, right?
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And so I think in the last, let's call
it twenty-four to thirty-six months,
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there's been an immense resurgence back
to focus on good old-fashioned client
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acquisition, share of wallet growth,
like the old school way of growing as
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the market has made it really difficult
and capital inefficient to pursue M&A.
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Ryan: I- it's funny that you said
the old school way of growing, right?
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You would think like organic growth,
like referrals, not many people talk
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about the importance of referrals today.
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It's all this other…
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And it's what happened from, and I'm gonna
age myself here, 20 years ago when I got
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in the industry, it was all about here's
a business card, referrals, let's set up
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your neighbor, your friends, your family.
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What happened to those days?
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Where'd
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Eden Ovadia FINNY:
Yeah, referrals are still king.
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I depending on which research
you're looking at, it's something
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like seventy-five to eighty-five
percent of growth in our industry
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still comes from referrals.
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The problem is referrals are the
passive growth strategy, right?
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There's not much you can do in the
form of being proactive in referrals.
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Most advisors just have to sit
back and wait for them to come in.
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And so firms with high growth
ambitions who want to two, three,
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four X their growth from last year,
referrals serve as the baseline.
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But anything you wanna do above that,
you have to start getting creative
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with different growth strategies
because it's really hard to scalably,
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predictably grow referrals as a channel
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Ryan: Yeah, very good point.
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And you're relying on other people.
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Like you said, it's not the most
proactive approach, and at some point your
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clients might run out of referrals too.
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Eden Ovadia: Right
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Ryan: on how wide their
net expands as well.
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So
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Eden Ovadia: Can you imagine if
I went to raise, a f-- round of
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funding from investors and they said,
"Hey, what's your growth strategy?"
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And I said, "Oh, my clients are
gonna refer me new business."
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I'm like, they're like-- They'd be
like, "Yeah, of course they are, but
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what's your growth strategy beyond that?
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Like, how do you wanna
hit these growth targets?
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Are you just gonna sit back and wait for
your clients to refer business to you?"
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It's like that's any other business
it's a bit of a silly thing to say.
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They're implicit in growth strategies,
but what else are you doing?
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Ryan: Yeah, exactly.
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And like you said before too, I hate
to cast this term across financial but
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it could be a lazy approach, right?
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Versus being more proactive and really
getting out there and putting yourself
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out there, whether that's doing events
or whatever, marketing, whatever it is.
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So why do you think organic
growth and prospecting has
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become so difficult for advisors?
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I think, when you get into the wealth
management space, you have to realize,
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prospecting, connecting relationships,
it all goes together you would think.
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But obviously it's a challenge for some.
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Why do you think it is so difficult?
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Eden Ovadia: I think you said it
earlier, the best advisors didn't
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typically go into this industry
because they're pro marketers, right?
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They typically, the best
advisors I've spoken to have a
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passion for helping families.
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They've honed in on their skills.
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They're really good at doing a
very specific subset of whether
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it's financial planning, estate
planning, tax planning just being a
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holistic partner to their clients.
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But they're not in it because
they wanna build, the best
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social media marketing strategy.
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And so those skills typically
are a little bit different.
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And I also think in the age of AI
now, having a well-defined voice
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that cuts through all the noise and
slop we see has never been harder.
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Before, advisors could just do
the bare minimum and hope that
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someone is gonna find them online.
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But now it's-- the bar has just
kept ra-- getting raised in terms
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of how to stand out that it's really
never been harder to make a voi--
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a name for yourself in the industry
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Ryan: Yeah, you're exactly right.
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It, I have a lot of conversations
just talking about how
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competitive this space is, and
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Eden Ovadia: Yeah
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Ryan: expectations from investors and
prospects, they want personalization, they
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want a whole menu of investment options.
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Again, myself, when I started, it was
just mutual funds, ETFs, and we're good.
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Eden Ovadia: Yep
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Ryan: and clients, they
want more than that.
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That's not gonna do it, and it's
getting competitive, very competitive.
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So how is … You talked
about AI and just AI slop.
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Yes, it can help a lot of
advisors, but also, they might
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be using it in the wrong way.
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How is AI changing advisor prospecting?
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Eden Ovadia: It's made it harder to
combat the noise, but I think for
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advisors who have done the work, the
best advisors have already figured
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out why they can serve their end
client better than anyone else, right?
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I think, before we might have seen
a lot of advisors say, "Hey, any
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pre-retirees in the US I wanna work with."
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That just won't cut it anymore because
now the pre-retirees are saying why you
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and not the thousand other advisors that
I see online that also help pre-retirees?"
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And so it now becomes really
important to say, "Oh actually, I
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wanna help people who own dental
practices and are thinking about
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selling their practice and retiring."
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And, I've worked with a dozen others like
these, and I've become the premier expert.
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And so I think in the world of AI,
it becomes a force multiplier if
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you know how to use it properly.
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And so let's say you come to…
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I'll use Finney as an example.
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You come to Finney, and you
say, "I want to work with this
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niche or this set of niches."
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Finney can help create really personalized
time-sensitive content targeting
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that end client and also create,
hyper-segmented lists to reach out to.
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But garbage in, garbage out, right?
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Finney is not a silver bullet.
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If you tell Finney, "Hey, I wanna work
with all pre-retirees," and create
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content that's generic to all of them,
w-- this is not a magic wand, right?
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Like it's going to create AI slop.
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And I think there's a common
misconception there that any platform,
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any- anything is going to be this like
silver bullet that'll solve growth.
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It takes real work
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Ryan: Exactly.
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I love that saying,
"Garbage in, garbage out."
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We say it a lot in terms of data.
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If you throw
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Eden Ovadia: Yep
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Ryan: Zephyr and it's garbage, you're
gonna get garbage out, for sure.
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Do you think you mentioned
niche, your financial advisor is
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focusing more on a niche market.
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Where the industry is going, is be
really good at that one niche market?
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Or are you just that net as wide as you
can to get as many clients as you can?
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Do you think the best advisor should
focus on, like you say, dent- dentists
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or, I worked for a financial advisor, he
really focused on, he had sports agents
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as clients, so that was his market.
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Do you think that's the way
especially in terms of marketing?
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Eden Ovadia: Yeah.
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It's funny 'cause we actually opened
today talking about specialization.
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It was in the ter- in the context
of Finney, but I, I said earlier,
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jack of all trades, master of none.
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I think that applies to
this industry as well.
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The end consumer, their expectations,
and you said it earlier, have
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just been skyrocketing, right?
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They expect to be, have hyper-personalized
level of service white glove really
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specific, holistic, just they want
help in a bunch of different things.
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And advisors just who are generalists
aren't gonna be able to deliver that
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level of service and specificity that
the end client is increasingly expecting.
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And so I think a hundred
percent, niching is actually…
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And having multiple niches, right?
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It doesn't have to be one thing
that you do really well, but you
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can have a couple of areas of focus.
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But the more that you spread yourself
thin across these, the less specialized
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and the less sharp your messaging
is going to be, and clients can pick
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up on that really quickly, I think.
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It's the biggest trend that we've seen
over the last twenty years is the changing
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demands of consumer and their expectations
regarding, personalized experiences.
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Ryan: Yeah.
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Let's talk about personalization.
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Perfect segue, Eden.
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It's y- I talk a lot in terms of
personalized investment solutions.
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One-size-fit-all mutual
funds and need to…
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They're not gonna work anymore.
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You need a personalized investment
solutions to offer these clients
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because they want personalization,
they want to be able to customize,
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they want transparency, right?
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And a lot of times like I said, I
talk about them in terms of investment
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solutions, investment management.
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You also have said, though, it's also very
important when it comes to prospecting
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to have a personalized approach.
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Why is it also important for
prospecting in term- in addition
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to investment solutions?
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Eden Ovadia: Yeah, the, this whole
industry is based off of trust, right?
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That's what's driving client relationships
and the prospecting or just, growth
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strategies, that's the very first time,
the very first interaction you're gonna
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have with a potential future client.
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So sending a generic message, a generic
newsletter, some, s- generic market
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outlook or insights, the same way you
wouldn't pick a generic mutual fund for
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your client, you probably don't want
to put your f- the first interaction
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they have being something that isn't,
doesn't represent your best foot forward.
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And that's the idea, right?
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Like personalization at every
step, making for and building
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that trust-based relationship
from the very first interaction.
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There's no reason why your future
client should think of you as,
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should get some spray and pray email
that has nothing to do with you
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Ryan: Love that.
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Yeah, and staying with the personalized
approach, I, the first thing I think of
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is that's a lot of work, a personalized
approach, whether it's on the investment
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management side or prospecting or
ju- Like you said, a newsletter
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going out to everybody that's not
personalized, do they actually read it?
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how can you do it at scale?
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We've talked a lot about
financial advisors.
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They've got a lot on their plate today.
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It's not easy
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Eden Ovadia: Yep
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Ryan: advisor, so they have to, do
things at scale, make it efficient
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in order to do what's most important,
and that's relationship building.
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How can the enterprise firms that are
so big scale prospecting and marketing
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while maintaining a personalized approach?
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Eden Ovadia: I'm so happy you said that
because I was about to say, listen there's
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two worlds of being a financial advisor.
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There's being a financial advisor
and also running your entire business
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yourself or with limited help.
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And then there's being a financial
advisor at a large firm where you
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might actually have a marketing and
sales team to support your efforts.
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In the f-- in, in both cases, I would
say give the work to the experts.
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In the case of a smaller RIA, the, that
expert might be AI agents maybe platforms
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or tools that can help them scale.
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And in the world of larger firms that can
afford to have a centralized marketing or
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sales function, I would say lean on them.
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The best-- this is actually like
something we just announced a
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couple weeks ago with the launch
of our work with Mercer Advisors.
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But we have been thinking a lot
about if you are a large firm
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with hundreds of advisors, how can
you scale, the personalization?
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How can you make sure that every end
client is getting a very personalized
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bespoke interaction at scale?
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And the cool thing about AI now is
it's actually able to do that, and
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we can actually turn an entire agent
or an entire force of advisors into
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a sales force, each one amplifying
their own unique story and offering to
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their network and having a centralized
team do that on behalf of advisors.
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Ryan: Yeah.
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Yeah, I think it's so important.
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And like you said, providing that support.
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Now I feel as if some of these
large firms, they just bring them
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on and then let the financial
advisor still figure it out, right?
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Which isn't helping the financial
advisor, like you said, grow
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organically coming back to it.
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So you talked about this process,
especially maybe they have a centralized
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marketing group that can help.
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how can financial advisors automate
these processes so they can spend
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more time, which is most important,
building relationships and supporting
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their clients versus, again, going
back to investment management.
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Instead of sitting behind Bloomberg
and just searching for the best
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mutual fund or something, their time
is better off meeting with clients.
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How can
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Eden Ovadia: Yep
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Ryan: automate the marketing process?
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Eden Ovadia: Yeah.
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So I think the beautiful thing about
a, like a platform like Finney, but
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there are others too, is that you can
set and forget a lot of the work in
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the background as long as, like we said
earlier, if you give it the right context
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to start, you don't put garbage in, you
put good in you're gonna get good out.
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And so the idea here is leveraging
a platform like Finney, they
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can actually identify who their
niche is and then Finney can
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basically do the rest of the work.
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So f-- so right, I'll
use you as an example.
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We can find people who you would get--
Our m- machine learner models can
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actually find people who we think you
would get along with more than anyone
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else can then create personalized
content based on everything it knows
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about you and your specialization
and all of your knowledge, targeting
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those people, run the entire marketing
and sales process essentially until
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meetings are booked in your calendar.
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And that's typically the handoff process.
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That's when a human intervention
is going to have the most leverage.
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But any action before the first
meeting really is almost like
385
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wasted time for the advisor.
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00:19:52,589 --> 00:19:55,409
They're way better off
serving their existing clients
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Ryan: Yeah, you're exactly right
because that's where they build
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00:20:00,317 --> 00:20:02,967
AUM, and help with referrals, right?
389
00:20:02,967 --> 00:20:06,287
You build a stronger relationship
there and I'm glad you brought…
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Sometimes y- people, they get upset,
they all of a sudden, on their
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phones if they search something or
they talk about something, all of a
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sudden they get all those ads, right?
393
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But it's that personalized approach.
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Amazon's doing, all these big
tech firms and consu- consumer
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00:20:22,977 --> 00:20:28,757
firm companies, they're data, we
search for things, to offer more
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personalized goods and services.
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And we're awfully slow in the wealth
management space to adapt to technology.
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We are, and that's what you guys are doing
at Finney, I believe, is, being able to
399
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add that personalized touch so we're just
not throwing out slop, like you said.
400
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I think it's fantastic.
401
00:20:47,417 --> 00:20:52,067
And staying with AI, it's really evolved.
402
00:20:52,287 --> 00:20:54,977
I feel as if last year people
were talking about it, trying
403
00:20:54,977 --> 00:20:56,797
to figure out what it was.
404
00:20:56,957 --> 00:21:01,057
It's a support tool maybe last
year, but now it's really evolved
405
00:21:01,077 --> 00:21:04,057
to being, helping advisor growth.
406
00:21:04,507 --> 00:21:08,967
How do you think it's evolved, and what do
you think advisors are using it for today?
407
00:21:10,123 --> 00:21:11,263
Eden Ovadia: In, in terms of growth?
408
00:21:12,273 --> 00:21:15,053
Ryan: Yes, in terms of growth
and really being more of a
409
00:21:15,083 --> 00:21:18,283
partner versus just doing content
410
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Eden Ovadia: Yeah.
411
00:21:19,439 --> 00:21:21,759
I think the first part
is one that you nailed.
412
00:21:21,759 --> 00:21:25,719
It's spending more time on their clients
and abstracting and automating away
413
00:21:25,729 --> 00:21:27,629
anything else that AI can do really well.
414
00:21:27,699 --> 00:21:30,629
At its very core, it's just giving
advisors time back and helping
415
00:21:30,629 --> 00:21:31,869
them grow more efficiently.
416
00:21:32,039 --> 00:21:34,799
So what that actually means in
terms of behaviors that it can
417
00:21:34,799 --> 00:21:38,709
automate AI is really good at taking
a lot of unstructured data and
418
00:21:38,709 --> 00:21:40,249
structuring it and making sense of it.
419
00:21:40,549 --> 00:21:45,199
In the world of growth, that means
looking up tons and tons of people and
420
00:21:45,199 --> 00:21:49,149
identifying and scoring them based off who
the advisor can serve better than anyone
421
00:21:49,149 --> 00:21:53,369
else, matching them to clients that they
might look like already and saying, "Hey,
422
00:21:53,369 --> 00:21:54,999
Ryan, you already work with John Smith.
423
00:21:55,059 --> 00:21:56,899
Jane Smith over here has
a very similar profile.
424
00:21:56,899 --> 00:21:59,159
We think you would work really
well with Jane Smith as well."
425
00:21:59,529 --> 00:22:04,389
And then the next step, generating
personalized content, researching
426
00:22:04,389 --> 00:22:07,669
Jane Smith, figuring out, where she
works, what she looks like, predicting
427
00:22:07,669 --> 00:22:11,589
what her pain points might be, and
then addressing those in the very
428
00:22:11,589 --> 00:22:13,479
first outreach in a personalized way.
429
00:22:13,779 --> 00:22:17,869
Basically running, that entire process,
all that prospecting that is, at the
430
00:22:17,869 --> 00:22:22,139
end of the day, it is a volume game,
and so would just not be worth time to
431
00:22:22,139 --> 00:22:25,919
spend human hours on until you really
get that meeting, and that's when you
432
00:22:25,919 --> 00:22:27,419
can-- the human can take charge again.
433
00:22:29,031 --> 00:22:30,061
Ryan: That's awesome, Evan.
434
00:22:30,171 --> 00:22:32,811
All right, let's bring
out your crystal ball.
435
00:22:33,721 --> 00:22:38,231
Bring your technology background,
what you're doing at Finney, your
436
00:22:38,251 --> 00:22:39,941
experience in wealth management.
437
00:22:39,951 --> 00:22:43,991
What's the future of
advisor growth technology?
438
00:22:44,001 --> 00:22:45,861
What's that look like moving forward?
439
00:22:47,277 --> 00:22:51,317
Eden Ovadia: In my ideal world,
advisors would be spending zero
440
00:22:51,317 --> 00:22:55,927
percent of their time on doing anything
before the first client meeting.
441
00:22:56,237 --> 00:22:58,557
All of that would be-- or
the first prospect meeting.
442
00:22:58,887 --> 00:23:02,807
All of that would be completely
abstracted away and automated from the
443
00:23:02,817 --> 00:23:06,317
advisor so they can really focus on
building the relationship, building that
444
00:23:06,327 --> 00:23:08,677
trust in a human-to-human connection.
445
00:23:09,097 --> 00:23:12,197
Everything else the AI agents would
be doing, and I think we're getting
446
00:23:12,197 --> 00:23:13,557
closer and closer to that world
447
00:23:14,913 --> 00:23:14,933
Ryan: Yeah.
448
00:23:14,943 --> 00:23:15,383
You know what?
449
00:23:15,423 --> 00:23:18,113
I think that was all of our
listeners out there, that was
450
00:23:18,113 --> 00:23:19,483
probably music to their ears.
451
00:23:19,903 --> 00:23:23,943
They probably are like, "Yes,
w- let's bring it tomorrow.
452
00:23:24,153 --> 00:23:25,133
Bring it tomorrow."
453
00:23:25,931 --> 00:23:26,201
Eden Ovadia: Yeah,
454
00:23:26,233 --> 00:23:26,783
Ryan: For sure
455
00:23:27,371 --> 00:23:30,451
Eden Ovadia: No one likes to be,
prospecting and getting told no all day.
456
00:23:30,471 --> 00:23:32,931
No one likes to write a
thousand manual emails just,
457
00:23:32,941 --> 00:23:35,161
to have them go unresponded to.
458
00:23:35,161 --> 00:23:37,671
So I think most advisors would
be pretty happy with this,
459
00:23:37,691 --> 00:23:38,821
the future state of the world
460
00:23:39,953 --> 00:23:42,883
Ryan: I read something
recently, it's true.
461
00:23:42,983 --> 00:23:47,213
Advisor, and I'm not even saying
advisors in general, but other
462
00:23:47,903 --> 00:23:51,943
people in the business world, they
spend two hours of their day in the
463
00:23:51,943 --> 00:23:54,673
morning planning for their day, right?
464
00:23:54,713 --> 00:23:56,743
Planning for it, and
then they kinda do it.
465
00:23:56,743 --> 00:23:59,413
But two hours just to plan
what you're gonna do for the
466
00:23:59,413 --> 00:24:01,093
day, that's a lot of time.
467
00:24:01,123 --> 00:24:06,173
So if, like you said, if there's a tool,
technology that can shorten that two
468
00:24:06,173 --> 00:24:10,173
hours or basically give that two hours
back to a financial advisor is huge.
469
00:24:11,015 --> 00:24:11,325
Eden Ovadia: Yep.
470
00:24:11,523 --> 00:24:11,673
Ryan: So
471
00:24:12,145 --> 00:24:12,715
Eden Ovadia: I love that.
472
00:24:12,765 --> 00:24:13,885
That's a great analogy actually
473
00:24:15,675 --> 00:24:16,475
Ryan: Awesome, Evan.
474
00:24:17,385 --> 00:24:19,275
Fantastic conversation.
475
00:24:19,295 --> 00:24:20,985
Really glad to have you on.
476
00:24:21,015 --> 00:24:22,575
It was an honor to have you on.
477
00:24:23,025 --> 00:24:27,135
I've followed a lot of your guys'
work, doing some great things at Fenny.
478
00:24:27,215 --> 00:24:28,615
Really exciting.
479
00:24:28,995 --> 00:24:31,505
And happy to see you guys grow so much.
480
00:24:31,505 --> 00:24:32,695
So thank you for coming out.
481
00:24:32,695 --> 00:24:36,135
Where can our audience get more
information about Fenny AI?
482
00:24:38,163 --> 00:24:39,053
Eden Ovadia: Super simple.
483
00:24:39,063 --> 00:24:41,163
They can just go to finny.com.
484
00:24:41,163 --> 00:24:43,113
That's F-I-N-N-Y dot com.
485
00:24:43,513 --> 00:24:45,773
They can find me on LinkedIn.
486
00:24:45,783 --> 00:24:50,283
I say like my passion project these days
is just being super vocal on LinkedIn
487
00:24:50,283 --> 00:24:53,613
about what we're building and educating,
and there's so much interesting things
488
00:24:53,613 --> 00:24:55,113
happening in our industry right now.
489
00:24:55,113 --> 00:24:57,223
And so I I like to get a pulse on that.
490
00:24:57,223 --> 00:25:01,303
Just I'm pretty active there, so that
would be another great forum to connect.
491
00:25:01,353 --> 00:25:01,853
Reach out.
492
00:25:01,853 --> 00:25:04,033
I respond to every single
one of my LinkedIn messages.
493
00:25:04,473 --> 00:25:05,513
And, and let's connect
494
00:25:06,969 --> 00:25:07,309
Ryan: Awesome.
495
00:25:08,349 --> 00:25:09,439
thank you so much.
496
00:25:09,729 --> 00:25:11,349
Fantastic conversation.
497
00:25:11,409 --> 00:25:14,089
And thank you everyone for
listening to this episode of
498
00:25:14,089 --> 00:25:16,619
Zephyr's Adjusted for Risk podcast.
499
00:25:16,879 --> 00:25:19,569
You can watch all of our other
episodes on the Zephyr YouTube
500
00:25:19,569 --> 00:25:24,769
channel and Spotify, along with any
other or all your other locations or
501
00:25:24,769 --> 00:25:26,829
platforms you watch your podcasts.
502
00:25:27,119 --> 00:25:29,619
Also, be sure to like and
subscribe to those channels and
503
00:25:29,619 --> 00:25:31,009
give us a follow on LinkedIn.
504
00:25:31,759 --> 00:25:33,939
you very much and have a
great rest of your week
505
00:25:34,791 --> 00:25:35,341
Eden Ovadia: Thanks, Brian
