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
We'll talk to a client and also have the AI running too and do a side-by-side.
It's so much easier to use the AI to kind of figure out when you're searching across such variability and you have so many factors to consider, the AI tools are incredibly good at this.
But I could imagine some people just want to have that that human interaction.
Right.
They want to have this concierge, almost like some people in dating services like to have, you know, a human who's matchmaking for them.
Right.
Obviously a little bit different.
But a lot of people, you know, I think prefer the more like swipe left, swipe right dynamic.
And and that'll probably be the default, the default mode.
We are.
In fact, Finance HQ, our recent acquisition, has helped tens of thousands of
of clients connect with carefully matched advisors.
The combined properties across Wormer and Finance HQ are seeing over a million unique visitors annually already, and we're growing that fast.
If this feedback loop works, right, if better data improves matching as much as we think it will, if it improves conversion and outcomes, that'll create better data.
And we think that that'll just compound over time.
You can find us today at getwarmer.com or financehq.com.
My pleasure.
And I just say, remember that tens of millions of Americans still need great advice.
And there's tens or maybe hundreds of thousands of advisors out there who can help them.
The problem has been that the connection between them is still too limited.
Showing 261–280 of 281 · page 14 of 15
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