Mike Barrasso
Co-Founder & CEO, WealthReach
Mike leads growth at WealthReach, drawing on years of business development inside a fast-growing RIA to help advisors turn intent signals and AI-driven outreach into booked meetings.
Mike Barrasso is a co-founder of WealthReach, where he leads the company's growth and go-to-market work. He built his background running business development inside a fast-growing registered investment advisor, where he saw firsthand how much advisor pipeline leaks between anonymous website traffic, off-site research, and the moment a prospect is finally ready to talk.
WealthReach is the product he wished he'd had: a platform that identifies in-market prospects through website visitor identification and off-site intent data, then powers compliant, deeply personalized outreach across email and LinkedIn.
Mike has appeared on Lead-Lag Live to discuss intent data, AI-driven outreach, and how advisors can identify high-intent prospects before they ever pick up the phone.
On the WealthReach blog, Mike writes about lead generation, intent data, AI for financial advisors, SEO and answer-engine optimization, and the day-to-day mechanics of building a prospecting system that compounds.
What Mike writes about
Latest posts by Mike
Intent Data for Financial Advisors: The Complete Guide
How financial advisors use intent data to find prospects actively researching financial planning — the 5 signals to track, how to combine on-site and off-site data, and how AI turns signals into booked meetings.
How to Get Clients as a Financial Advisor (Without Buying Leads)
A practical guide to getting clients as a financial advisor using organic search, intent data, and AI-powered outreach — without paying $200+ per shared lead.
Financial Advisor Marketing Plan: A Step-by-Step Template for 2026
A practical marketing plan template for financial advisors. Covers goal-setting, audience definition, channel selection, content strategy, and execution timeline — with a downloadable framework.
Website Visitor Identification for Financial Advisors: The Complete Guide
Learn how website visitor identification works, what data you get, and how financial advisors use it to turn anonymous traffic into booked meetings.
AI for Financial Advisors: What's Real and What's Hype in 2026
A practical breakdown of how financial advisors are actually using AI in 2026 — for SEO, prospecting, outreach, and client service. No buzzwords, just what works.
SEO for Financial Advisors: The Complete 2026 Guide
SEO for financial advisors is the practice of getting your firm found when prospects search for financial planning help. This guide covers everything from local SEO to AI search optimization.
AI SEO Tools for Financial Advisors: How to Evaluate and Choose an AI SEO Agent
AI SEO tools and AI SEO agents are replacing traditional SEO agencies for financial advisors. Here's how to evaluate platforms, what features matter, and how to pick the right one for your firm.
Answer Engine Optimization (AEO): The Complete Guide for Financial Advisors
Answer engine optimization is the practice of structuring content to be cited by AI search engines like ChatGPT, Perplexity, Google AI Overviews, and Gemini. This guide shows financial advisors exactly how to get cited — with the research, frameworks, and tactics that work in 2026.
The Best Financial Advisor Websites in 2026: What Makes Them Work
A breakdown of the design, SEO, and conversion patterns that separate the best financial advisor websites from the rest — with a platform comparison, checklist, and evaluation framework you can apply to your own site.
Lead Generation for Financial Advisors: The Complete Guide
How financial advisors generate leads in 2026 — from organic search and AI visibility to website visitor identification and personalized outreach. Every method compared.
RIA Website Design: Why Most Advisory Firm Sites Fail (And How to Fix Yours)
Most RIA websites generate almost no organic traffic and convert almost no visitors. Here's why advisory firm website design fails — with the common mistakes, the fixes, and a step-by-step design process.
AI Compliance for Financial Advisors: How to Use AI Without Violating FINRA or SEC Rules
A practical guide for financial advisors using AI-powered marketing and prospecting tools — covering FINRA Rule 2210, the SEC Marketing Rule, the four compliance mistakes to avoid, and how to build audit-ready AI workflows.