#244 - John Finney - Overvue And How It Creates Client And Advisor Efficiency Wicked Pissah podcast

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#244 - John Finney - Overvue and how it creates client and advisor efficiency

5d ago 34:06

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John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over five years in wealth management at two national RIAs. During that time, he played a key role in the overhaul and sale of an advisory team managing $750 million in assets. As a CERTIFIED FINANCIAL PLANNER™, John’s worked in both client-facing advisory roles and behind-the-scenes focused on improving operations. Now, he brings that experience to Overvue, building solutions from the other side of the table. They discuss: -John’s background in wealth management and how it shaped his business. -Overvue’s mission to create a better client onboarding experience. -The functionality of Overvue and how it creates client and advisor efficiency.

And much more.

More on Overvue Website: ihttps://www.overvueproposals.com/ LinkedIn: https://www.linkedin.com/company/overvueproposals/ Contact John: Emai: [email protected] Linkedin: https://www.linkedin.com/in/john-finney-cfp-21435914a/

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