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

500 hours. That’s how much time some advisors are getting back—every single year.

Not from working harder.
From removing the invisible work that's slowly draining them.

In this week’s Money Matters Podcast, I sat down with Arnulf Hsu, founder of GReminders, to talk about what happens when AI becomes your invisible partner—not your replacement.

We covered:

• How voice-aware AI reduces "cognitive clutter"

• Why compliance is the real barrier (and how GReminders solves for it)

• And what it really means to scale presence, not spam

This isn’t about hype. It’s about freedom.
Freedom to show up for your clients.
Freedom to stop carrying your business in your head.

If you're ready to reclaim time, reduce friction, and re-center the human side of your practice…

🎧 Episode 331 is live now.
📩 Link to join the Digital Kaizen email series is in the comments.

Because technology should help you become more human, not less.

#FinancialAdvisor #Fintech #VoiceAI #AdvisorTech #DigitalKaizen #WealthManagement #TimeFreedom #ClientExperience #CRM #AutomationTools #MoneyMattersPodcast

The audio sounded perfect. Too perfect.

That’s what Whitney Joy Smith—one of Canada’s top private investigators—told me when we sat down to talk about AI, trust, and the future of voice.

In this special edition of the Money Matters podcast, we go deep into one of the most uncomfortable truths in today’s tech landscape:

You can no longer assume a voice recording is real.

Whitney shares real-world cases where AI-generated voices nearly destroyed lives, and how investigators are adjusting—not just their tools, but their intuition.

And here’s where it connects to financial advising:
In a profession built on trust, how do we navigate a world where even authenticity can be faked?

We talked about:

• The rise of deepfake scams and how to spot what’s missing

• The emotional cost of over-automation in human relationships

• Why the future isn’t about out-teching fraud—but out-humaning it

This episode is part of the research series for my upcoming book, Digital Kaizen for Financial Advisors—where we explore small, sustainable shifts that keep relationships at the heart of everything, even in an AI-driven world.

🎧 Give it a listen. It’s only 13 minutes, and it might change the way you think about your own voice, your own presence, and how you show up.

👇 Join the Digital Kaizen email list in the comments for early access to interviews, tools, and insights from the book.

#DigitalKaizen #MoneyMattersPodcast #FinancialAdvisors #VoiceDeepfakes #AIandTrust #PrivateInvestigation #BehavioralFinance #HumanCenteredAI #WhitneyJoySmith #Cybersecurity #AdvisorGrowth #EmpathyInTech #Authenticity