Most financial advisors are looking for a silver bullet. There isn't one... but there are a lot of golden BBs.

Mike Barrasso grew his family's RIA from $150M to $400M from the business development seat. Now as co-founder and CEO of WealthReach, he's building the systems that make that kind of growth repeatable for any firm. Recorded live at Future Proof in Miami, this episode covers the three problems holding most advisory firms back, why your website is your most overlooked growth asset, and what the full organic growth funnel looks like when it's actually built end to end.

You'll learn:

- The three glaring problems killing most firms' growth — and why the silver bullet mindset is the biggest one
- Why your website is a billboard when it should be a growth engine — and how to fix it
- How to show up in both traditional search and AI-driven discovery (ChatGPT, Gemini, Claude)
- When to hire a human vs. deploy a system — Mike's framework for building a firm from zero
- Why advisors shouldn't be vibe coding — and what they should be doing instead
- Where agentic AI is headed for advisor growth in the next few months

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🔗 Learn more about WealthReach → wealthreach.ai
🔗 Connect with Mike → https://www.linkedin.com/in/mbarrasso/

Guest

Mike Barrasso — Co-founder and CEO of WealthReach. Previously grew his family's RIA from $150M to $400M from the business development seat. Background in software sales, where he managed growth teams before bringing that same system-building approach to the financial advisory industry.