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 months

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

There may be some who

help widows.

There are some who do oil and gas interests and state-specific tax issues.

And we have all of these advisors on our platform now.

And you know, there's a hundred more really niche and interesting specialties out there.

And too much of that nuance is invisible to consumers, right?

The right client for that advisor can't find them because search is

SEO, ads, however you're going about that search today, is dominated by brand, by geography.

People get overwhelmed, and so they just scope their search narrowly to people near them.

It's dominated by personal network.

Do I know this person within one or two degrees of separation?

Or just kind of generic credentials, like, are they a CFP?

Well, a lot of people are a CFP, but that doesn't really say that much about who they're good for.

And our vision is this world where every distinctive advisor can be discovered for what they do best, not just the large firms that have the big brands, not just the nearest office, but the advisor with the right expertise, the right client focus, the right communication style, etc.,

And that is different.

There's different outcomes here for different types of firms.

Scaled firms want big acquisition.

They have big volumes of dollars to spend.

They need big volumes of leads.

But they want it really data heavy.

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