Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇫🇮FI · Business#823K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
900 to 3K🎙 Daily cadence·422 episodes·Last published 3d ago - Monthly Reach
Unique listeners across all episodes (30 days)
3K to 10K🇫🇮100% - Active Followers
Loyal subscribers who consistently listen
1.2K to 4K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 17 epsHost
Recent guests
Recent episodes
WealthReach with Michael Barrasso | E433
Jun 23, 2026
Unknown duration
Wealthtender with Brian Thorp | E432
Jun 16, 2026
Unknown duration
Slant with Thomas Clawson | E431
Jun 9, 2026
31m 08s
Wise Revisited with Josh Rowat | E430
Jun 2, 2026
25m 17s
Contio with Aaron Klein | E429
May 26, 2026
39m 16s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/23/26 | WealthReach with Michael Barrasso | E433 | Host Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online. Barrasso explains that most advisor websites fail because they rely on generic templates or expensive designs that lack basic search engine optimization (SEO). WealthReach solves this by building custom websites powered by a 24/7 AI engine that constantly researches keywords, updates content, and ensures the firm ranks high on both Google and modern AI search tools like ChatGPT and Claude.The platform also includes a "Convert" feature, which uses a website tracking pixel to identify anonymous visitors who browse the site but leave without filling out a form. By turning vague web traffic into actual prospect names and contact data, WealthReach allows advisors to move past basic referrals and tap into an automated, repeatable system for booking new client appointments.This episode is a must-listen for financial advisors looking to modernize their marketing strategy and discover how to get their firms cited by AI search engines.Episode Highlights:00:00 Welcome to Fintech Impact00:23 Meet WealthReach00:56 Origin Story and Growth02:02 Why Advisors Struggle04:15 Website SEO Audit Findings06:09 Custom Sites and Messaging08:29 Attract SEO Engine11:38 Advisor Workflow Options13:24 Staying Ahead of Google15:41 Early Results and ROI19:22 Convert Module and Referrals21:00 Niches and Long Tail SEO24:54 Rapid Fire Closing Questions27:33 Wrap Up and CreditsResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorWealthReachLinkedIn - Michael Barrasso’s LinkedIn Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
| 6/16/26 | Wealthtender with Brian Thorp | E432 | Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change. Wealthtender makes using testimonials safe and simple by automatically embedding required regulatory disclosures that standard review sites like Google miss, allowing advisors to easily import existing feedback and solicit new reviews without "cherry-picking" only their best clients.Because the platform ranks highly on search engines, these compliant testimonials easily surface on Google and feed directly into AI tools like ChatGPT and Gemini. This significantly boosts an advisor's online discovery and builds immediate trust with everyday consumers looking for financial advice.This episode is a must-listen for financial advisors looking to safely grow their online reputation and digital footprint under modern compliance rules.Episode Highlights:00:00 Welcome and Guest Intro00:27 What Is Wealthtender01:04 Origin Story and SEC Rule Shift02:29 Why Google Reviews Fail04:28 Advisor Onboarding Experience05:46 Using Testimonials Everywhere07:30 How Reviews Are Collected09:14 Measuring Impact and Visibility10:27 AI Search and AEO Strategy12:16 Advisor Wins and Social Proof15:13 Future Roadmap in AI Era16:59 Transparency and Buying Decisions21:48 Rapid Fire Closing Questions28:02 Wrap Up and Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorWealthtenderLinkedIn - Brian Thorp’s LinkedIn Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
| 6/9/26 | Slant with Thomas Clawson | E431✨ | AI-native CRMfinancial advisors+4 | Thomas Clawson | SlantFacebook+1 | — | AICRM+5 | Woodgate.com | 31m 08s | |
| 6/2/26 | Wise Revisited with Josh Rowat | E430✨ | international money movementfintech+4 | Josh Rowat | WisePayments Canada+1 | Canada | Wiseinternational payments+7 | — | 25m 17s | |
| 5/26/26 | Contio with Aaron Klein | E429✨ | meeting efficiencyAI technology+3 | Aaron Klein | ContioNitrogen+1 | — | meeting problemAI agendas+3 | — | 39m 16s | |
| 5/19/26 | InvestorCOM with Parham Nasseri | E428✨ | complianceautomation+3 | Parham Nasseri | InvestorCOM | — | InvestorCOMcompliance+5 | Woodgate.com | 33m 03s | |
| 5/12/26 | iFactfind with Dr. Paul Moran | E427✨ | data collectiondigital portal+4 | Dr. Paul Moran | iFactFind | Australia | iFactFinddata collection+5 | — | 30m 42s | |
| 5/5/26 | Fynancial with Tom Fields | E426✨ | wealth managementmobile app+4 | Tom Fields | FynancialFacebook+1 | — | wealth managementmobile app+6 | Woodgate.com | 24m 31s | |
| 4/28/26 | Ezra Group with Craig Iskowitz | E425✨ | technology changewealth management+4 | Craig Iskowitz | Ezra GroupFacebook+2 | — | wealth managementAI hype+5 | Woodgate.com | 40m 19s | |
| 4/21/26 | Turnqey Labs with Tyrone Ross | E424✨ | crypto assetswealth management+3 | Tyrone Ross | Turnqey LabsMorningstar+1 | — | cryptowealthtech+5 | Woodgate.com | 30m 31s | |
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| 4/14/26 | Prometeo with Ximena Alemán | E423✨ | fintechbanking systems+4 | Ximena Alemán | PrometeoFacebook+1 | — | fintechAPI+5 | Woodgate.com | 28m 20s | |
| 4/7/26 | Money Risk Inventory with Dr. Charles Chaffin | E422✨ | financial psychologyclient relationships+3 | Dr. Charles Chaffin | Money Risk InventoryMRI | — | Money Risk Inventoryfinancial psychology+3 | — | 33m 45s | |
| 3/31/26 | CapIntel with James Rockwood | E421✨ | wealth managementinvestment proposals+4 | James Rockwood | CapIntelFacebook+2 | North AmericaU.S.+1 | CapIntelinvestment products+6 | Woodgate.com | 32m 11s | |
| 3/24/26 | Knomee with Marla Sofer | E420✨ | wealth managementclient relationships+4 | Marla Sofer | KnomeeJPMorgan+4 | — | Knomeewealth managers+5 | Woodgate.com | 35m 25s | |
| 3/17/26 | AdvisorCRM with Ryan Borer | E419✨ | CRM transformationfinancial technology+4 | Ryan Borer | Advisor CRMTAMP+4 | — | Advisor CRMAI-driven tools+5 | Woodgate.com | 23m 54s | |
| 3/10/26 | Nexhelm AI with Brian Abatemarco | E418✨ | AI in financefinancial workflows+4 | Brian Abatemarco | Nexhelm AIDocuSign+2 | — | Nexhelm AIfinancial automation+5 | Woodgate.com | 23m 51s | |
| 3/3/26 | Nitrogen with Dan Zitting | E417✨ | AI in wealth managementautomation+4 | Dan Zitting | Nitrogen WealthAcast | — | Nitrogen WealthAI platform+5 | Woodgate.com | 22m 12s | |
| 2/24/26 | Hamachi.ai with Mike Wilson | E416✨ | AI governancefinancial advisors+4 | Mike Wilson | HamachiTaxStatus+5 | — | HamachiAI governance+5 | — | 33m 52s | |
| 2/17/26 | Sovos with Kevin Akeroyd | E415✨ | tax complianceAI integration+4 | Kevin Akeroyd | SovosFacebook+1 | — | tax complianceSovos+5 | Woodgate.com | 33m 41s | |
| 2/10/26 | Troutwood with Gene Natali | E414 | In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterprises empower individuals financially. They discuss the inception of Troutwood, its goals, and the unique features that help bridge the gap between individuals and financial experts. The conversation also delves into the challenges of financial literacy and how Troutwood's platform is designed to address these issues at scale, ultimately aiming to narrow the wealth gap and ensure financial empowerment for all. If you're looking to enhance the way you manage your clients and offer greater value, especially at scale, this episode is a must-watch.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorTroutwoodLinkedIn - Gene Natali’s LinkedIn Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
| 2/3/26 | Latour AI with Khe Hy | E413 | In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses integrate artificial intelligence into their workflows. They discuss how AI, particularly through vibe coding, can transform daily operations and strategize within companies, especially hedge funds and buy-side firms. Khe provides insights into the various stages of AI implementation, and the challenges and potentials of AI-driven solutions. They also explore practical tips for getting started with vibe coding and how leveraging AI can lead to innovative outcomes. Tune in to learn how to embrace AI to enhance efficiency and solve complex problems in your business.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorLatour AILinkedIn - Khe Hy’s LinkedIn Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
| 1/27/26 | Quin with Gabe Caldwell | E412 | In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors. Quin integrates with CRMs, emails, and calendars, leveraging AI to perform tasks like note-taking, scheduling, and data entry at a fraction of the cost of a human assistant. Gabe discusses the origins of Quin, its current capabilities, and potential future integrations. He emphasizes the importance of solving real, significant problems with AI, and how Quin's tailored automation offers substantial time savings for advisors. Tune in to learn how Quin can streamline your financial advisory workflow and enhance productivity.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorQuinLinkedIn - Gabe Caldwell’s LinkedIn Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
| 1/20/26 | Vast Advisor with Ian Karnell | E411 | In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive organic growth for financial advisors. Ian shares the origins, development, and functionality of Vast Advisor, highlighting how it addresses the $8 billion spent annually by advisors on outdated growth tactics. The conversation dives into the complexities of merging AI with effective marketing strategies, emphasizing the role of compliance and real-time campaign optimization. Gain insights into the intersection of technology and wealth management, and discover how Vast Advisor is poised to reshape the industry.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorVast AdvisorLinkedIn - Ian Karnell’s LinkedIn Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
| 1/13/26 | Policy Stream with Philip Setter | E410 | In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian advisors. Philip discusses his journey in the insurance industry since 2014 and how the challenges faced during COVID-19 led to the creation of Policy Stream. They dive into the current inefficiencies in the insurance sales process and how Policy Stream aims to streamline needs analysis, quoting, application, and compliance for term life insurance. Key topics also include the development hurdles, the cautious engagement with insurance carriers, and the long-term vision for expanding the platform. Tune in to hear Philip's insights on improving productivity for advisors and enhancing the client experience in the insurance sector.Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPolicy StreamLinkedIn - Philip Setter’s LinkedIn Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
| 1/6/26 | Finny with Eden Ovadia | E409 | In this episode of FinTech Impact, host Jason Pereira talks with Eden Ovadia, CEO of Finny, a platform designed to help financial advisors grow their businesses organically. Eden shares the origin story of Finny, highlighting how his background in tech and private equity led to the creation of a data-driven solution for prospecting growth. The discussion explores how Finny leverages big data and machine learning to identify potential prospects and detect client intent signals, enabling advisors to effectively match with their ideal clients. Eden also discusses the company's roadmap and the importance of helping advisors articulate their value propositions. This episode is a must-listen for financial advisors seeking to enhance client acquisition, share of wallet, and retention through advanced, data-driven strategies. Hosted on Acast. See acast.com/privacy for more information. | — | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.