In this episode of Data Planet, host Emma Davis interviews Ryan Walker, Demand Generation Lead at Savvy Wealth.

They explore how Savvy Wealth is modernizing the wealth management industry through an AI-native platform that helps independent financial advisors scale their businesses while maintaining ownership of their clients and practices.

Ryan shares how his experience across consumer brands, startups, and marketing technology shaped his approach to demand generation and growth.

He also explains Savvy’s B2B2C business model, its revenue-sharing approach, and how combining technology, investment management, marketing, and operational support creates value for independent advisors.

The conversation explores effective advisor acquisition strategies, including staying top of mind with prospects who may only be ready to make a transition 5% of the time, building a scalable and measurable marketing funnel, and maintaining acquisition efficiency as the business grows.

Ryan also discusses Savvy’s rapid expansion from $1 billion to over $10 billion in assets under management, the importance of diversifying growth opportunities, and why financial advisors create their greatest value through long-term planning, decision-making, and behavioral coaching rather than simply picking investments.

Savvy Wealth website: https://www.savvywealth.com/