The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth

With Eden Ovadia, Co-Founder of FINNY Overview FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Growth is every advisor’s goal—but it’s also one of the biggest challenges. Traditional prospecting requires time, effort, and often a readiness to do things most advisors prefer to avoid: networking, cold outreach, or endless follow-ups. Eden Ovadia and her co-founders developed FINNY to change that. Using artificial intelligence, FINNY automatically identifies and matches advisors with ideal prospects (those who share their values, interests, and financial needs) and even reaches out on the advisor’s behalf with personalized messages across multiple channels. The result? A platform that helps advisors grow while doing less work. It’s what Eden calls the “holy grail of growth.” Eden joins Louis Diamond in this episode to explore how AI is transforming client acquisition and what it means for the future of advice, including: Eden’s background—and what she learned at Y Combinator and BCG that shaped FINNY’s vision. FINNY’s data engine—and how it works to match clients and advisors “like a dating app for wealth management.” Using AI to scale personalized outreach—and why the next generation of advisors is embracing this concept. AI and its impact on human connection—and why she believes technology will free advisors to actually spend more time doing what AI cannot do. The biggest myth around AI—and how tools like FINNY will help create better and more relevant connections. It’s a fascinating look at how the next wave of innovation is making growth smarter – and more human – than ever before. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Human Intelligence in the Age of AI: Why Recruiters Still Matter Artificial intelligence can analyze firms and deals. It can’t replace the insight and advocacy that help advisors make the right move. The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Top Tips for Setting Your Business Up for Success Years Before a Move Whether you’re just exploring what’s out there or actively conducting due diligence, these insights will help you position your business and team for success, whenever the time is right. Eden Ovadia Co-Founder Eden launched FINNY alongside her co-founders in May 2024 to tackle the organic growth challenge facing RIAs. FINNY’s AI technology automates lead identification, prioritizes high-potential prospects and streamlines how advisors connect with clients. Under Eden’s leadership, FINNY has seen early success—earning acceptance into the Y Combinator startup accelerator program and raising a $4.3 million seed round in December 2024. She brings a deep background in AI, software engineering and entrepreneurship to her work, combining technical expertise with a strategic lens. Before co-founding FINNY, Eden was an Associate at Boston Consulting Group, where she primarily worked in the technology, financial institutions, and private equity practices. She holds a Bachelor of Engineering from McGill University with a specialization in Machine Learning. While at McGill, Eden also worked as a Cybersecurity Advisory Associate at EY and KPMG. Also available on your favorite podcast app and other media sites