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Mike Barrasso
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Apr 20, 2026
Don’t Do That: Don’t Skip the Foundation to Chase Fast Growth with Mike Barrasso and David DeCelle, WealthReach
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7:31Mike BarrassoGUEST
of their finances, being embarrassed by it and just getting that third party opinion.
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7:36Mike BarrassoGUEST
So us being able to go and tap them on the shoulder and get them the help they need a little bit earlier in the process can also save them a lot of pain in reaching out.
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7:52Mike BarrassoGUEST
So what we're able to do is aggregate cookie data, similar to how Google or meta ads work.
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7:57Mike BarrassoGUEST
And then we're able to see who's doing research on wealth management, financial planning, tax planning, insurance planning, even target specific companies that they're doing research on across the internet.
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8:08Mike BarrassoGUEST
From there, the other goal of the platform was to make personalized outreach at scale really easy.
12 MINS LATER
