Behind the Curtain Finance

Behind the Curtain Finance


Latest Episodes

How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)
October 30, 2025

What if your next great client came from authentic connection, not acquisition? In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth

Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)
October 14, 2025

Advisors frequently face the challenge of striking a balance between growth, independence, and client care. How do you use technology to scale without losing your personal touch? How do you create a p

Building the Future of Advice with Jason Wenk (Ep. 11)
September 23, 2025

What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI? In this episode of Behind the Curtain Finance, host Thomas Manetta sits down w

The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)
September 02, 2025

What if the very institutions holding your money were competing against you? In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional

Why Estate Planning Can’t Wait (Ep. 9)
August 19, 2025

When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? Its time to change that. In this episode, Thomas Manetta is here to change that perception. D

Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)
August 05, 2025

What if taxes didnt have to be so stressful? This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about hi

Building Trust First: The Real Foundation of Financial Planning (Ep. 7)
July 22, 2025

Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients? In this episode, Thomas Manetta shares his journey from traditional financial

Authenticity Over Automation (Ep. 6)
July 08, 2025

AI may reshape financial servicesbut it will never replace empathy. This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper pur

From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5)
July 01, 2025

What does it mean to truly put clients first in the world of finance? Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving clien

Behind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4)
June 24, 2025

What happens when life unexpectedly hands you the responsibility of managing finances for the first time? Delve into an emotional story of trust, transformation, and resilience as Thomas Manetta share