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 Growth
02:02 Why Advisors Struggle
04:15 Website SEO Audit Findings
06:09 Custom Sites and Messaging
08:29 Attract SEO Engine
11:38 Advisor Workflow Options
13:24 Staying Ahead of Google
15:41 Early Results and ROI
19:22 Convert Module and Referrals
21:00 Niches and Long Tail SEO
24:54 Rapid Fire Closing Questions
27:33 Wrap Up and Credits
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
WealthReach
LinkedIn - Michael Barrasso’s LinkedIn
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