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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
So we're sort of nonjudgmental in that way.
What we are passionate about is alignment and transparency, right?
We want to make our incentives really clear to folks.
We want to make what advisors do well really clear to folks.
And so if you have, you know, if you're, our vision is this, as I mentioned, is like every distinctive advisor can be discovered.
Um, and today, um, we, we see folks almost holding back on, on their advice, right?
Because, uh, you can't put out, you know, uh, what you do really well without almost giving away, you know, the secret sauce, right?
If I told you exactly when a, when a grat is like appropriate for you in a blog post or, you know, maybe that's not the best example, but like, if I have a specific planning, um,
expertise that I do really well, I don't often give it away in the first free conversation, right?
Because it's like too much.
I want you to become a client.
I think that we can help
every single one of these distinctive advisors make their business more legible without giving away everything, right?
Like we can say with authority what they've helped clients do well in the past, right?
Like, because we'll know, we'll know like, you know, from past clients we've introduced to them, you know, how did that client, what was the outcome?
What was the conversation?
What questions did the client have that they got answered?
What was the advisor particularly interested in and good at?
And we'll be able to make that legible to the next client.
So I think it'll help all these niche advisors and it'll help expand that market for advice.
Showing 221–240 of 281 · page 12 of 15
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