The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and Finding Clients Before They Call

In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advisor growth: knowing who is researching you before they ever reach out.

From intent data and website visitor identification to compliant AI-driven outreach, Barrasso explains how advisors can stop wasting marketing spend and start engaging prospects at the exact moment they are actively looking for help.

In this episode:
– Why over 90 percent of advisor website traffic disappears without a trace
– How intent data reveals who is actively researching wealth management topics
– The difference between cold prospecting and warm, high-probability outreach
– How AI can personalize compliant emails at scale for advisors
– Why better data changes how advisors grow in a competitive market

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

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