Company

Jon Stein on Talking Wealth Podcast with Michael Batnick

Jon Stein July 2, 2026
Warmer founder and CEO Jon Stein joined Michael Batnick of The Compound and Friends / Talking Wealth to discuss Warmer’s acquisition of FinanceHQ and the future of advisor discovery.

The conversation covered why finding the right financial advisor is still too hard, why traditional advisor lead generation has often disappointed both consumers and advisors, and how AI, better data, and real feedback loops can make matching more specific and useful over time.

A few themes from the discussion:
  • The category needs to evolve from lead volume toward advisor-client fit.
  • The best advisors are not interchangeable.
  • Consumers need help understanding what kind of advisor they actually need.
  • Advisor discovery should become a trusted consumer interface, not just a list of names.
  • Warmer and FinanceHQ are building toward a marketplace that learns from real introductions, meetings, and outcomes.

Listen to the full conversation here: 

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Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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