Zephyr's Adjusted for Risk: Stop Using Generic Marketing - Do This Instead
AI SummaryAI-generated — verify against the source.This podcast episode discusses the challenges of organic growth in the current wealth management landscape, specifically addressing how 'AI noise' complicates marketing efforts. Eden Ovadia of FINNY suggests that financial advisors should move away from generic marketing tactics and leverage AI-driven personalization to improve prospecting and client acquisition.
Read full article at wealthmanagement-comWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- The T&E Inner Circle |The Intrigue and Potential of AI
This article from WealthManagement.com discusses the intrigue and potential applications of AI within the Trust and Estate (T&E) planning se…
- Agentic AI depends on advisor adoption - Investment Executive
The article highlights that the success and integration of 'agentic AI'—AI systems capable of performing autonomous tasks—hinges on the will…
- Osaic Appoints Chief AI and Technology Officer - ThinkAdvisor
Osaic, a major wealth management firm, has appointed a new Chief AI and Technology Officer to lead its AI strategy. This move signals a grow…