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

You know, in fact, probably teachers are best when they have a small classroom and like they're really able to get to know their students well.

And we want more teachers.

Right.

Even though there's more and more technology, we need more teachers teaching our kids today.

I think the same is true for advisors.

And even if I'm wrong, even if the total number of advisors isn't growing, either way, I agree with you that those that remain will be eager for new clients and clients are going to want the right match.

There's still going to be lots of people who want this advice relationship.

Our belief is,

is that we can actually expand the market.

I think your number of 15% is way low.

I think way more people are self-directed than you imagine.

Now, it depends on what kind of wealth tier you're talking about.

As people's finances and lives get more complex, far more of them opt to have an advisor, right?

But overall, I don't know exactly what it is either.

Let's say it's a third are delegators, a third are validators, and a third are DIY, just using made-up numbers.

We think that we can expand that market for human advice from the pure delegators who are just like, you know, push the red button.

I'll take like I'll take this brand.

I'll take this person who I happen to know because like, you know, they coach my kids soccer team with me or whatever.

We can expand that to the validators who want advice.

I mean, these are the people that I talk to all the time now.

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