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
And we think that the market for this kind of advanced matching is huge.
It is probably bigger than the existing market.
It probably expands the market for advice.
So there's a bunch of pieces to how we do it.
On the first,
All advisors want to grow.
Maybe there's a couple out there who are happy on the golf course, but advisors want to grow.
And they need to have prospects in order to grow.
And in those prospect conversations, they're asking a bunch of questions.
You know you've done a bunch of these calls.
I've done a bunch of these calls.
You can ask in 15 minutes.
You can get a pretty good sense of the burning issue, what complexity exists, what kind of advisor might fit, etc.,
Any advisor knows that they can get a client to tell them that in 15 minutes, but the clients hate repeating that again and again for every client, for every advisor rather.
They want to do that once and then have that match them to the right advisor for them.
You asked about the other side, which is how do we get to know advisors?
The best advisors are not at all interchangeable.
They're all different.
They serve different niches best.
There may be some who really serve retirees well.
Showing 61–80 of 281 · page 4 of 15
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