video1.0<iframe src="https://www.loom.com/embed/a1b13fae560645828d5cffc75ed846b4" frameborder="0" width="3840" height="2880" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>28803840Loomhttps://www.loom.com28803840https://cdn.loom.com/sessions/thumbnails/a1b13fae560645828d5cffc75ed846b4-aec701435f6590bb.gif748.3Michael Brady shares his story and his success with the FINNY platform so far 💼 Background - Started as a touring musician before entering financial services. - Mentored by a Canadian advisor with $1B AUM. - Launched Clarity Advisors with ~$12M AUM. - 70–80% of clients followed him after going independent in 2024. 🧩 Why FINNY? - Wanted scalable, low-lift outbound marketing after going independent. - Attracted to FINNY’s cost-effectiveness, ease of use, and ability to access leads he couldn’t otherwise reach. - Especially appreciated FINNY's automation and "set-it-and-forget-it" campaign workflows. 🚀 Early Success - First Campaign: Targeted job changers for 401(k) rollovers. - Within 2 hours, had a booked meeting—even after an initial "not interested" reply. - Prospect engaged due to alignment with Michael’s website messaging and follow-up approach. 📈 Campaign Strategy - Core campaigns focus on 401(k) rollovers and life insurance for families. 🛠️ Favorite Features - Data Enrichment: Fastest and easiest he’s used. - Intent Signals: Excited about knowing what prospects are actively interested in. 🤝 Experience with the FINNY Team - Praises the team’s hustle, support, innovation, and responsiveness. - Enjoyed FINNY’s educational webinars, like the one on social media strategy. 💡 Tips for Other Advisors - Start small. Test niche messaging with focused lists. - Use multi-touch sequences (3+ emails). - Layer in manual LinkedIn follow-ups. - Keep experimenting—what works changes over time.