AI for Advisors Using AI to Attract & Retain Clients with Victoria Toli @ Finny and Arnulf Hsu @ GReminders
In this episode, Mark and James speak with Victoria Toli, Co-founder and President of Finny, and Arnulf Hsu, Founder and CEO of GReminders, about how AI is redefining client acquisition and engagement in the wealth management industry amid the $100 trillion Great Wealth Transfer.
Victoria shares how Finny helps advisors achieve true organic growth through AI-driven, hyper-personalized outreach that scales trust and relationships — challenging the notion that advisors are slow to adopt technology. Arnold discusses how GReminders automates the entire meeting lifecycle, saving advisors hundreds of hours each year and allowing them to focus on delivering more meaningful client experiences.
They explore how AI is enabling advisors to compete at scale, why personalization still wins in a digital-first world, and how the industry’s next wave of innovation could bring about the “one-person, billion-dollar RIA.” The conversation closes with a take on OpenAI’s new Atlas browser and what integrated AI agents could mean for the future of wealthtech platforms.
The Great Wealth Transfer is accelerating demand for smarter, tech-enabled client acquisition.
Finny’s AI platform enables organic growth through hyper-personalized communication.
GReminders automates scheduling, follow-ups, and meeting notes, saving up to 600 hours per advisor per year.
AI adoption among advisors is higher than most assume — especially when tied to clear ROI.
Private equity consolidation and compliance are driving faster tech integration across firms.
Authentic, human-like engagement remains central to effective AI use.
The future of wealth management could see solo RIAs powered by deeply embedded AI assistants.
Learn more about the guests:
Victoria Toli | Finny LinkedIn: Victoria Toli
Key Takeaways:Arnulf Hsu | GReminders LinkedIn: Arnulf Hsu