Behind the Curtain Finance

Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to th

Listen to latest episode
Behind the Curtain Finance Cover Art

Follow Our Podcast

Recent Episodes

The Truth About AI Prospecting Tools with Joe Moss (Ep. 16)

Posted January 27, 202600:23:52

Marketing tools promise efficiency, but do they deliver authenticity? 

Can technology replace the human connection that builds trust in financial...

Why Advisor Onboarding Is Broken and How Tech Is Changing the Game with John Finney, CFP® (Ep. 15)

Posted December 31, 202500:36:43

Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever...

Authenticity, AI, and the Future of Advisory Growth (Ep. 14)

Posted November 25, 202500:27:54

This episode takes you inside the real shift that changed Thomas’s entire career. 

After years inside legacy firms that prioritized sales...

How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)

Posted October 30, 202500:34:25

What if your next great client came from authentic connection, not acquisition?

In this episode, Thomas Manetta sits down with Eden Ovadia, CEO...

Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)

Posted October 14, 202500:21:45

Advisors frequently face the challenge of striking a balance between growth, independence, and client care.

How do you use technology to scale...