Tag: Podcast
How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)

How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)

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What if your next great client came from authentic connection, not acquisition?

In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth engine helping independent advisors attract clients without relying on mergers, acquisitions, or referral programs. Together, they unpack how technology, data, and authenticity can empower advisors to grow smarter, faster, and more meaningfully. 

Thomas and Eden discuss:

  • How FINNY helps advisors build personalized, scalable prospecting campaigns
  • Why authentic communication outperforms generic AI-generated outreach
  • The compounding power of content and LinkedIn for long-term growth
  • How technology like FINNY is reshaping independence and redefining what’s possible for solo RIAs
  • And more!

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Connect with Eden Ovadia:

About Our Guest:

Eden Ovadia is the CEO and Co-Founder of FINNY. Eden is originally from Montreal, where she received a Software Engineering degree from McGill University, specializing in Machine Learning. While at McGill, she worked at EY and KPMG as a Cyber Security Advisory Associate. Upon graduation, Eden joined BCG NYC, where she primarily worked in the Tech, Financial Institutions & Private Equity practices for over 2 years.

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The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)

The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)

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What if the very institutions holding your money were competing against you?

In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custodians and how a new era of transparency and technology is reshaping the way advisors and clients interact with their money.

Thomas discusses:

  • The history of custodianship, from banks in the Gilded Age to today’s RIAs
  • Why discount brokerages like Schwab and Fidelity disrupted the status quo
  • How independent custodians, such as Altruist, are removing conflicts of interest
  • The role of AI in transforming how clients and advisors see their financial lives
  • Why younger advisors are demanding independence and ownership in their careers
  • And more!

Resources:

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Why Estate Planning Can’t Wait (Ep. 9)

Why Estate Planning Can’t Wait (Ep. 9)

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When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that.

In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off can lead to conflict, confusion, and costly legal battles. From sibling disputes to outdated trusts, he’s seen the ripple effects of poor planning. But thanks to new technologies and AI-powered tools, creating a legally sound estate plan is now simpler, faster, and more accessible than ever.

What you’ll learn from this episode:

  • Why waiting to plan your estate can tear families apart
  • How Thomas offers complimentary estate planning to clients
  • The surprising role AI is playing in the future of holistic financial advice
  • Common estate planning mistakes (and how to avoid them)
  • And more!

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