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

We are not really religious about a certain business model.

As I mentioned, where we're focused is alignment and transparency.

There are going to be some advisors who want a pay-per-lead model.

There's going to be some who want pay-for-performance.

There's going to be some where revenue share is what works best.

Particularly, we hear that from, say, smaller advisors who don't have a lot of capital and can't buy a bucket of $100,000 worth of leads.

just to get started.

So I think different models are right for different folks, as long as we're transparent about how we're getting paid, I think we're good.

I don't think so today.

And that's because

I think every marketplace has a hard side and an easy side.

And I think that the hard side on this one is the consumer side, right?

It's earning consumer trust.

So making that free, I think, is really important.

Could I imagine a world in the future where folks pay for concierge service or there's some additional consultation that we do up front?

I mean, we're doing a lot of those today for free.

It's really interesting to see how well

We compare ourselves to what the AI can do, right?

We're like, great.

We know a lot of advisors now.

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