Michael Barasso

Director of Business Development at United Financial Planning Group and founder of Wealthline, experienced in sales and operations who leverages technology (AI receptionist, email tools, SEO, onboarding processes) to scale advisory firms and capture more leads.

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Oct 21, 2025 • 36min

From Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth Managemen

Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline, shares insights from his transition from software sales to wealth management. He discusses how leveraging technology like AI and dynamic questionnaires has doubled lead flow and streamlined onboarding. Michael highlights the importance of client reviews for improving conversions and explains the innovative features of Wealthline's tools. He emphasizes that AI should assist, not replace, advisors, allowing them to focus on client relationships.

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