About this episode

Jason Pereira interviews Michael Barrasso about WealthReach, an AI platform that helps financial advisors enhance their online presence and client acquisition strategies.

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 Impact 00:23 Meet WealthReach 00:56 Origin Story and…

People in this episode

Host: Jason Pereira

Guest: Michael Barrasso

Topics covered

• financial advisors
• AI in finance
• website optimization
• SEO strategies
• client acquisition
• marketing technology

Keywords

• WealthReach
• financial advisors
• AI platform
• SEO
• website optimization
• client appointments
• marketing strategy
• Convert feature

Mentioned in this episode

Organizations: WealthReach, Google, ChatGPT, Claude

Products: AI platform, Convert

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