Why up to 50% of Savvy Wealth’s marketing budget goes towards experimentation

Episode notes

Savvy Wealth⁠ is an AI-enabled platform for independent financial advisors - solo operators and small teams - that handles everything from CRM and billing to compliance, investment management, and financial planning. In this episode of BUILDERS, I sat down with ⁠Ritik Malhotra⁠ , Founder & CEO, to get into the GTM mechanics behind selling into one of the most trust-locked markets in financial services: advisors who don't just buy software - they move their entire business.

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