
Sign up to save your podcasts
Or


Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically.
What You'll Learn:
Why most firms overestimate organic growth
How AI helps identify high-propensity prospects
The importance of niche and focus in scaling
Ways to humanize automated outreach
How Finny empowers advisors to grow efficiently
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
By Jay Coulter, CFP®, CIMA®4.6
3131 ratings
Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically.
What You'll Learn:
Why most firms overestimate organic growth
How AI helps identify high-propensity prospects
The importance of niche and focus in scaling
Ways to humanize automated outreach
How Finny empowers advisors to grow efficiently
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

935 Listeners

100 Listeners

140 Listeners

456 Listeners

2,113 Listeners

247 Listeners

47 Listeners

111 Listeners

38 Listeners

128 Listeners

25 Listeners

131 Listeners

326 Listeners

9 Listeners