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

Of course, Airbnb was this revolutionary thing.

Wow, I can go to a home and it's a totally different kind of experience that wasn't accessible to people before.

Or TripAdvisor showed you boutique hotels that weren't the big brands.

In fact, ever since TripAdvisor, the big brands have been breaking up into smaller and smaller niche-y brands trying to target more niche-y audiences, right?

And somehow that layer, that discovery and evaluation and comparison layer is completely missing in financial advice.

And yes, there have been takes at this in the past, right?

Like we've all seen that there's a bunch of models here, but we're not out here, you know, trying to build our own advisor and trying to do all the things, right?

We're trying to just connect people to all the things that exist out there.

We're not out here building a custody platform and saying you have to move your assets over in order for this to work.

We love that there's a lot of different solutions out there.

We think that that variation is actually what makes advice interesting and niche and unique and special for people who do discover something different.

That variability is great.

We're just trying to help make more matches that make sense for the long term.

You know, the first thing is that we're not really...

I'd say we're not judgmental about, you know, what makes a good advisor or what makes a good client for that matter.

I think that we want to be open on both sides and understand that different models exist.

There's different revenue models out there that work for different folks.

There's, you know, and there's a lot of great advisors at big firms.

There's a lot of great solo advisors, but not all of either one is perfect, right?

Like we don't have a strong like bias.

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