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

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