2022 Outlook

2022 Outlook

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Solving Financial Advisors’ Organic Growth Problem with FINNY Founder Eden Ovadia

FINNY founder Eden Ovadia shares how the firm is tackling one of financial advice’s biggest challenges: organic growth. Advisors can spend up to 60 hours to win a single client – consuming their most valuable asset: time. And that doesn’t scale. FINNY’s approach – using AI to ide ...  Show more

Impacting One Million Lives with Savant Wealth CEO Brent Brodeski

Savant Wealth founder and CEO Brent Brodeski shares the firm’s journey to $50 billion in assets under management. In short, compounding isn’t just an investment concept – it applies to building a business as well. The early years now look invisible on a long-term AUM chart, but t ...  Show more

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