{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a1b13fae560645828d5cffc75ed846b4\" frameborder=\"0\" width=\"3840\" height=\"2880\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2880,"width":3840,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2880,"thumbnail_width":3840,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a1b13fae560645828d5cffc75ed846b4-aec701435f6590bb.gif","duration":748.3,"title":"How a solo RIA uses FINNY","description":"Michael Brady shares his story and his success with the FINNY platform so far\n💼 Background\n- Started as a touring musician before entering financial services.\n- Mentored by a Canadian advisor with $1B AUM.\n- Launched Clarity Advisors with ~$12M AUM.\n- 70–80% of clients followed him after going independent in 2024.\n\n🧩 Why FINNY?\n- Wanted scalable, low-lift outbound marketing after going independent.\n- Attracted to FINNY’s cost-effectiveness, ease of use, and ability to access leads he couldn’t otherwise reach.\n- Especially appreciated FINNY's automation and \"set-it-and-forget-it\" campaign workflows.\n\n🚀 Early Success\n- First Campaign: Targeted job changers for 401(k) rollovers.\n- Within 2 hours, had a booked meeting—even after an initial \"not interested\" reply.\n- Prospect engaged due to alignment with Michael’s website messaging and follow-up approach.\n\n📈 Campaign Strategy\n- Core campaigns focus on 401(k) rollovers and life insurance for families.\n\n🛠️ Favorite Features\n- Data Enrichment: Fastest and easiest he’s used.\n- Intent Signals: Excited about knowing what prospects are actively interested in.\n\n🤝 Experience with the FINNY Team\n- Praises the team’s hustle, support, innovation, and responsiveness.\n- Enjoyed FINNY’s educational webinars, like the one on social media strategy.\n\n💡 Tips for Other Advisors\n- Start small. Test niche messaging with focused lists.\n- Use multi-touch sequences (3+ emails).\n- Layer in manual LinkedIn follow-ups.\n- Keep experimenting—what works changes over time."}