Victoria Toli
@victoria_toli
Supercharging organic growth for financial advisors Co-Founder @FINNYAI @Stanford
ID: 1806445844595380224
http://www.finnyai.com 27-06-2024 21:53:53
6 Tweet
35 Followers
20 Following
Our columnist, Davis Janowski, sees the future of #wealthtech in a small band of young entrepreneurs solving the “lead generation” problem. spr.ly/6019YNIAb
Interesting Davis Janowski look at Finny - new prospecting tool, similar to WealthFeed, using marketing data to provide hyper-targeted prospect lists for advisors to outreach based on ideal-client parameters? "Finny and the Great AdvisorTech Acceleration" wealthmanagement.com/technology/fin…