Jon Stein

speaker

281 appearances 1 recordings 1 series first heard Jul 2026 last heard 2 Jul

Jon Stein’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Talking Wealth · Jon Stein Built Betterment. Here's What He's Building Now · 2 Jul 2026 podcast

Thanks for that amazing intro, Michael.

I also have been looking forward to this conversation for a long time.

It's been a while, right?

Yeah.

And I have so much respect for the brand you have and all the conversations you've been having recently about AI.

I've been listening to a bunch of them.

So excited to pick that up and continue it here.

When we started out at Warmer, we were building relationship intelligence for advisors.

We were helping them to get to know each of their existing clients better.

And I heard Jason Wenk on your podcast recently talking about how Altruist is doing that across all their systems.

And you mentioned a couple other folks who are in that space.

And it felt for a while like there was one a week entering

And what we realized was, in many ways, the beneficiaries of AI are often going to be the larger incumbents, the folks with existing relationships.

And to be a new entrant there with just a single product, we didn't see a way to get that to scale.

What we did see was every single one of our clients who was using Warmer was asking us about new clients.

They were like, this is great.

Can you do this to help me onboard clients?

Can you do this to help me get to know more of my prospects?

And we realized that there was a really interesting business there where people maybe don't just have one growth channel.

Advisors don't have just one growth channel.

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