Author:
Michael Brady
Jun 18, 2025
Clarity Advisors is a boutique RIA based in Buffalo, New York, led by Michael Brady. After over a decade in the industry—starting under a large Canadian distributor and ultimately launching his own independent firm—Brady has developed a reputation for helping families, individuals, and business owners through tax strategy, estate planning, and business valuation.
When he went independent in 2024, Brady brought a loyal client base with him. But as he settled into the new practice, he began looking for scalable growth strategies that didn’t demand even more of his already-packed schedule.
The Challenge: Scaling Outreach Without Adding Work
For years, Brady relied on traditional channels like referrals and dinner seminars to grow.
But these methods were time-intensive and unpredictable. As an independent advisor juggling clients, family, rental properties, and more, he needed a solution that could help him expand his reach without taking time away from his core responsibilities.
" Time is not something I have a lot of. I’ve got family, full-time commitments... the fact that I’m able to just have [FINNY] running without me doing anything outside of setting up that initial campaign is the most attractive part for me."
Brady knew there had to be a better way to keep marketing running in the background—without hiring a full-time SDR or spinning up a complicated tech stack.
The Solution: FINNY AI
Brady discovered FINNY while exploring tools in the wealthtech space, one of the reasons he went independent in the first place. With FINNY, he was able to instantly start outbound email campaigns targeting curated audiences—without touching a spreadsheet or writing code.
"The idea that I’d be able to fit in marketing outreach as if I had a full-time sales rep on my team… that was really attractive. And the price was right, too."
Using FINNY, Brady creates targeted campaigns using pre-built audience lists and automated outreach flows. He logs in just once a week or even once a month to check performance and update messaging. The rest runs in the background—freeing him to focus on his clients.
The Results: Real Meetings from Passive Marketing
Brady’s very first campaign—targeting job changers for 401(k) rollovers—delivered results in under 2 hours. The goal: target job changers in his region who might need to roll over their 401(k). Within two hours, someone booked a meeting.
"I hadn’t even replied yet, and he already booked a time on my calendar. That was phenomenal."
Brady's website presence and brand was enough to drive the prospect to book a meeting after just the initial outreach. Since then, FINNY has remained a consistent part of Brady’s marketing mix. It fits into his budget, requires minimal time, and keeps his pipeline moving.
Why It Works: Lightweight, Powerful, and Founder-Backed
Brady loves that FINNY requires no heavy lifting—but he’s also impressed by the team behind the scenes.
"The FINNY team is ambitious. They’re working their heads off, and it shows. They’re improving the product constantly but still always available if I need help. The office hours, the one-on-ones… it’s just an easy team to work with."
Advice to Other Advisors: Start Small, Experiment Often
Brady encourages other RIAs to give FINNY a try:
"You've made bigger commitments in your life than trying email outreach to people you may not even know. You’ve got nothing to lose."
He recommends starting with small lists, creating 3+ step email sequences, tracking click rates to test messaging resonance, and following up manually on LinkedIn when possible.
"Adding this arrow to your quiver is a wise effort if you’re trying to grow."
The Takeaway: Diversify Your Growth, Don’t Overcomplicate It
Brady’s advice for other advisors?
"If you put all your eggs in one marketing basket, you’ll likely be disappointed. But FINNY is low-cost, easy to use, and something that runs while I focus on what I do best."
“FINNY gives me scalable outreach without adding work to my plate. It runs while I live my life - and still books meetings.”
Michael Brady, Founder of Clarity Advisors
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