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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

Talking Wealth · Jon Stein Built Betterment. Here's What He's Building Now · 2 Jul 2026 podcast

And I think that's why I'm excited and interested in this category.

And the part that you said at the very end that a lot of these models don't think about the actual outcome for the client and the advisor, that's the core of it.

The category, I think, has earned skepticism because it stops too early.

The old model kind of asks, was a lead generated?

Was a lead sold?

For how many dollars was that lead sold?

And it focuses perhaps too much on volume over fit.

And where we are focused is building better fit advisor-client relationships because a bad match is not just inefficient.

It actually destroys value on both sides, right?

The advisor is wasting time on cold calls.

The client is seeing advisors that they don't really have any interest in meeting with.

And both sides are worse off than if they hadn't used that tool.

So if you treat the introduction as the finish line,

then you miss things like, did the meeting actually happen?

Did the prospect and the advisor understand each other?

Did they convert?

Was it a productive and good relationship?

And most models out there today don't learn enough from all of that important context.

And so the next generation, we think, and probably where this industry has to turn to be effective or it has to evolve,

is that it be defined by data, feedback loops, and match quality.

Showing 41–60 of 281 · page 3 of 15