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.
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