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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