FINNY

Ryan Ross hosted our FINNY Expert Office Hours last week, and shared strategies on Using ChatGPT for boosting SEO and Improving your Response Rate.   It was one of the best and highly attended sessions we’ve ever done.    Ryan walked us through his process of using ChatGPT to generate long tail key words, frameworks for the content and then using AI to generate the actual content. He also shared tips for how this strategy can be used to boost response rates on FINNY directly. For those that missed the session but would like the recording, let us know!

“People don’t go to the doctor until they have a sneeze,” he said. “And now, the whole country is sneezing.” Alex Ortolani and Philip Palaveev talk about how times of market uncertainty are an opportune time to bring on new clients. At FINNY, we've seen this to hold true. Our advisors had their best week ever with incredibly high engagement and meetings booked with new prospective clients. If you're not doubling down on growth right now you are missing a huge opportunity. https://lnkd.in/eY9JfTB7

Financial advisors keep hearing that they should have a "niche", but few explain how to actually do it. Here's the framework we use with our clients at Tango: Financial Advisor Marketing. A good niche needs to check these three boxes to get started: 1. Relevant: At the very least you personally need to have above-average knowledge about the problems your niche faces ...and how to solve them. Ideally you're an absolute expert at it, and bonus points if you're connected personally somehow (veterans are a great example) 2. Valuable: the segment needs to be profitable for you. Both in size of the overall target market but each individual client as well. If you want to help a certain type of person that isn't profitable for your business, that's great, but treat it as a pro-bono situation and not core to your business. 3. Actionable: you need to put thought into how you're going to actually FIND and CONNECT with this segment. Identifying people in this segment at scale is key. Are there variables in tools like Sales Navigator or FINNY that you can use? If there's nothing direct, can you use any as a proxy for what you're looking for? The other day I saw a sarcastic comment on someone's post (I can't remember who, maybe Grier Rubeling or Joshua Brown ?) that said their niche was "millennial dog walker millionaire." What do you think... fits the criteria or not?

Cat's out of the bag.... Victoria Toli just teased our newest push into multi-channel campaigns. Pretty soon advisors will be able to automate and personalize outreach across text, email, voicemail, LinkedIn AND handwritten mail. Client's expect to receive a high touch, personalized experience from the very first touchpoint. Cold generic emails just won't cut it.

The million dollar question - will AI replace financial advisors? Craig Iskowitz moderated a panel last week between our CEO Eden Ovadia and Savvy CEO Ritik Malhotra and the conclusion - Turns out advisors are here to stay. Rather than diminishing the human element, AI is helping advisors work smarter—freeing up time spent on administrative tasks and allowing them to focus on building relationships and delivering strategic guidance.  Read more here: https://lnkd.in/eWaUbZCA

Ritik Malhotra, CEO of Savvy Wealth, and Eden Ovadia, CEO of FINNY told advisors at the Future Proof Citywide conference in Miami that marketing, administrative tasks, and tailored client communications are prime areas for #AI disruption. Click here to read more >> http://spr.ly/60470cq9B

Thank you Brooke Southall for covering FINNY's latest news in today's RIABiz.com. "In FINNY, the startup with the funny fintech name, all three founders possess wealth management insight and AI comprehension and their fintech is rocketing out of the gate." Read more here: https://lnkd.in/euM_BumG

“I’m not a VC, and it's fairly rare for me to invest,” Joshua Brown said in an interview with WealthManagement.com, as he discussed his interest in FINNY and why he was not talking about the amount he invested, “but I know how much work goes into building an organic growth firm.”

Ritholtz Wealth Management CEO Joshua Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors https://lnkd.in/g8-DfMr4 #fintech #blockchain #crypto #bitcoin #cryptocurrency

Victoria Toli told Financial Planning that she was ready to leave her job as a product manager at Uber when Eden Ovadia opened her eyes to a massive issue in the advisory industry: organic growth for wealth managers. “As I started researching, the gap in the market became glaringly obvious,” she said. “I remember one advisor telling me, 'Organic growth is the first, second, third, fourth and fifth thing I think about when I wake up in the morning,' and yet all the tools available to them seemed stuck in the previous decade.” So Toli and Ovadia co-founded FINNY, an AI-powered tool that aims to solve the organic growth problem. How does your firm go about finding and reaching out to prospects? Which tools do you use? #ai #tech #prospecting