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FINNY role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
An AI-powered growth platform that helps financial advisors find, engage and keep clients.
Who you'd be calling
Independent financial advisors, RIA owners and small wealth practice leaders
Your opener
“Hi [Name], this is [You] from FINNY. We help financial advisors connect with the right new clients. Are you looking to grow your book this year, or is now a bad time?”
Problems you solve for them
- Finding new clients takes a lot of time away from advising
- It's hard for good advisors to be found by the right people
- Following up and keeping existing clients engaged is inconsistent
Discovery questions to ask
- Where do most of your new clients come from today?
- How much time each week goes to finding and following up with prospects?
- What kind of client is the best fit for your practice?
Objections they'll throw at you
“I'm busy right now.”
→ I get it, client work comes first. Can I call you back at a time that works better, maybe early morning or after market close?
“Not interested.”
→ No problem. Is that because referrals keep you full, or because you aren't looking to take on more clients?
“I already have a marketing or lead provider.”
→ Good, so you value growth. How well is it working for you, and are the leads the type of clients you want?
“Just send me an email.”
→ Sure. What would you like it to cover: how we find clients, or pricing? I'll send it and follow up in a few days.
Interview tips for this company
- Advisors are small business owners who are often wary of cold outreach. Practice a warm, respectful tone and a very short opener.
- Know the basic rules: advisors have compliance limits on marketing, so don't promise guaranteed results in the role play.
Written from public information about FINNY to help you practice. Ask an insider what their role play looked like; it's the best prep there is.