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.

Appearances

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

I mean, we had this conversation a decade ago when y'all became Betterment customers.

And in some ways, the Betterment experience clarified for me where human advice was most valuable.

And that happens to be oftentimes when decisions are emotional or complex or personal, selling a business, retirement, divorce, death of a spouse, inheritance, blah, blah, blah.

These are the moments where an advisor can be enormously valuable.

And as a brand, we as Warmer and Finance HQ are good at showing up in those moments when people are

having these kinds of complex emotional, personal questions, situations, and when they need a human financial advisor, helping them then find the right one.

I think that the idea of, there's going to be lots of ways that people discover advice, right?

There's going to be, I went to the branch on the corner because it was there.

I went to the big brand I saw that sponsored the big game because I knew that brand.

And there's a lot of people who want a little bit more refinement.

They have some niche-year problem.

They have something that's bothering them.

And there just hasn't been a great way to find advisors who service those niches.

And so we think that by building that marketplace, we build a trusted consumer brand when you do have those questions that earns referrals, that earns trust over time.

I love it.

It, what comes to mind first is when people were so worried about the printing press that, you know, if, if everyone could have the Bible, why would they still go to church?

You know, it's not a perfect parallel, but like there was this idea of like, oh, you know, if we put this knowledge into people's hands, like they won't pay to come and worship anymore.

And probably like it increased the number of, you know, religious folks having access to all that information, right?

Like more people.

Here's another one.

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