From Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth Managemen
Model FA Podcast
Bringing a Fresh Sales Perspective into an Advisory Firm
David notes Michael's sales background; Michael outlines early observations and the value of an outsider's view.
In this episode of the Model FA Podcast, host David DeCelle sits down with Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline.
Michael shares his journey from software sales to joining and transforming his family's wealth management firm, and how he leveraged technology and process improvements to drive explosive growth. Discover how United FPG doubled their lead flow, harnessed the power of client reviews, and implemented innovative solutions like dynamic client questionnaires and an AI-powered receptionist.
Michael also unveils Wealthline's suite of tools designed to help advisory firms streamline operations, capture more leads, and reclaim valuable time. Whether you're a financial advisor, business owner, or tech enthusiast, this episode is packed with actionable insights on scaling your business and embracing AI-driven solutions.
Key Topics Covered:
- Michael's transition from software sales to wealth management
- The evolution and growth of United Financial Planning Group
- How client reviews transformed their sales process and lead generation
- Building a high-converting, SEO-optimized website
- Streamlining client onboarding with dynamic questionnaires
- The story behind Wealthline's AI receptionist and Engage platform
- Tackling email overload with AI-powered inbox management
- Actionable advice for advisors on leveraging technology and AI
Action Items from the Episode:
Connect with Michael Barasso on LinkedIn: https://www.linkedin.com/in/mbarrasso/
Check out the Wealthline website at wealthline.ai and fill out the form for a free call analysis
Explore Wealthline's AI receptionist and email management features
Links Mentioned:
Wealthline: https://wealthline.ai
---
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
The AI-powered Podcast Player
