Money Matters Episode 332- The Prospecting Crisis No One Talks About W/ Eden Ovadia & Victoria Toli

What if the real problem isn't that advisors hate prospecting—it's that the system we gave them to do it is broken? Most tools treat advisors like marketers. Spray-and-pray. Mass messaging. Cold lists. But the best advisors? They don't want to scale spam. They want to scale presence. That's what Eden Ovadia and Victoria Toli built with FINNY: ✅ An AI engine that understands who you actually connect with ✅ A matchmaking algorithm (yes, really) that gets better the more you use it ✅ Outreach that's compliant, personalized—and human This conversation blew me away. And if you're building your practice with intention (not noise), it might do the same for you. 🎧 Money Matters Episode 332: The AI Matchmaker Changing How Advisors Grow 📖 Part of the Digital Kaizen for Financial Advisors series—exploring the future of human-first, tech-assisted growth 👉 Listen to the full episode & join the Digital Kaizen community (link in comments) #FinancialAdvisor #WealthManagement #AdvisorTech #FINNYAI #ProspectingTools #LeadGeneration #DigitalKaizen #Podcast #AIForAdvisors #AdvisorMarketing #RelationshipBasedGrowth