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 want to have good fit leads.

Nobody wants a bad fit lead.

You want to increase your conversion rate.

Niche advisors need discovery.

They need a little bit more billboarding.

They need a little bit more advertising of their uniqueness.

And so our value comes from being this trusted resource across these different types of advisors for discovery, evaluation, comparison and management all the way through, not just selling the lead, but making sure that the outcome was a good one for both advisor and client.

Well-

There's a lot of ways that we think we can get there.

And you're right.

I mean, I've spent my career trying to help consumers make better financial decisions.

And I've spent a lot of time reaching consumers.

At Betterment, one of the answers was automation, right?

We use technology to help people.

make better investing decisions and make investment advice more accessible.

And I think that that kind of automation is powerful where the problem can be standardized and technology can do a lot there.

And

And Betterment taught me a lot about growth.

It taught me a lot about building a brand.

And it did not convince me that human advice was unnecessary, right?

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