Money Matters Episode 332- The Prospecting Crisis No One Talks About W/ Eden Ovadia & Victoria Toli
MONEY MATTERS with Christopher Hensley
Release Date: 07/28/2025
Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates
MONEY MATTERS with Christopher Hensley
They Didn’t Start with AI. They Started with People. That might sound simple—but in today’s rush to automate, scale, and “transform,” it’s anything but. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with: 🟡 , Chief Experience Officer 🟡 , Chief Technology Officer What I love about this story...
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Money Matters Episode 336- Why DEI Still Matters in 2025 | Cornelia Gamlem & Barbara Mitchell on Inclusion, Culture & Engagement
MONEY MATTERS with Christopher Hensley
Is DEI really dead — or just misunderstood? In this episode of Money Matters, workplace culture experts Cornelia Gamlem and Barbara Mitchell, co-authors of Essentials of Employee Engagement, challenge the headlines and reframe the DEI conversation with clarity and strategy. 💥 Cold Open Preview: “People started calling DEI bad, evil, even discriminatory… and it’s none of those things if you truly understand it.” – Cornelia Gamlem 🎧 In this episode, you'll learn: Why DEI got distorted — and what it really means in today’s workplace How inclusion, not perks, drives...
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Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
MONEY MATTERS with Christopher Hensley
🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea , CEO of , shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation...
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Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen
MONEY MATTERS with Christopher Hensley
🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matters, Christopher Hensley, RICP®, sits down with Bill Bengen, the creator of the legendary 4% Rule for safe withdrawal rates. Now, 30 years later, Bengen reflects on what still holds up, what’s changed, and how retirees and advisors can adapt withdrawal strategies in a world of sticky inflation, volatile markets, and longer life expectancies. Whether you're...
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Money Matters Episode 333- The AI Visibility Crisis W/ Brian Thorp
MONEY MATTERS with Christopher Hensley
🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google’s AI Overviews are now mediating the first impression—before clients ever visit your website or pick up the phone. We discuss: The “Visibility Crisis” facing independent advisors How AI tools prioritize structured data and schema Why testimonials and reviews are your new secret weapon The power of...
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Money Matters Episode 332- The Prospecting Crisis No One Talks About W/ Eden Ovadia & Victoria Toli
MONEY MATTERS with Christopher Hensley
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...
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Money Matters Episode 331- The Invisible Partner: How AI Gives Advisors Their Time Back W/ Arnulf Hsu
MONEY MATTERS with Christopher Hensley
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...
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Money Matters Episode 330- AI, Fraud & the Future W/ Whitney Joy Smith
MONEY MATTERS with Christopher Hensley
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:...
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Money Matters Episode 329- Federal Job Cuts 2025 W/ Brian Kuhn
MONEY MATTERS with Christopher Hensley
Federal employees are facing one of the most disruptive years in modern history. Over 275,000 positions have been impacted through layoffs, buyouts, and reclassifications — and many workers are left wondering: What now? To help us make sense of it all, I welcomed back Brian Kuhn, a seasoned financial advisor and federal benefits expert who first appeared on Money Matters in 2014. We discuss: ✅ What the current administration’s restructuring means for public sector workers ✅ How to evaluate early retirement or exit offers ✅ What steps to take before you make a decision ✅ How to...
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Money Matters Episode 328- The Little Book of Data w/ Justin Evans
MONEY MATTERS with Christopher Hensley
🎥 NEW EPISODE: The Hidden Currency of Data — with Justin Evans Is data the new oil… or is it something even more valuable? In this episode of Money Matters, I sit down with Justin Evans, author of the upcoming Little Book of Data (dropping this June), to unpack how data is reshaping money, business, and your everyday life. 💡 You’ll learn: Why data is the overlooked asset class of the 21st century How businesses are using data to gain an unfair advantage The hidden risks of bad data and how it can mislead decision-makers Justin’s simple, human-centered approach to telling...
info_outlineWhat 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