From Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth Managemen
Model FA Podcast
Streamlining Onboarding with a Dynamic Questionnaire
David asks about systems; Michael explains replacing a long PDF with an adaptive questionnaire to speed onboarding.
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
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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.
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Our Team:
President of Model FA, David DeCelle
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