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

They're looking for growth from a bunch of different sources, right?

So it's not a sort of winner-take-all market naturally.

There's room for new entrants and new ideas.

And almost every advisor we talk to along the way says, oh, you can help me grow?

Great.

Let's give it a trial.

I'm willing to try it.

As long as the core unit economics work, they want to give it a try.

And today at Warmer, we're building a system that helps people find, evaluate, and stay confident in advisor relationships and a system that gets smarter every time it helps a consumer and an advisor match.

The core problem is that finding the right human financial advisor is still much harder than it should be.

And I think this category- How does it work?

Right.

Well, before I launch into my answer, I want to start with your skepticism because I think it's really important.

And you said in the intro that you almost hate this category.

And I think that's a useful place to begin with what's wrong with it and where we're different.

So what specifically feels broken to you?

Is it the consumer experience, the economics, the incentives, the quality of the leads?

Which part of that?

100%.

I agree with a lot of that.

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