#287 - From $0 to $400M (Organically): The AI-Powered Growth Playbook for Advisors with Michael Barrasso

Hello and welcome to this episode of the Wicked Pissah Podcast. I’m
Michael Connaughton co-founder of Lead Advisor and I serve on the
Partnerships committee of the New England FPA and co-hosting with me
today is Amy Mohan fellow chapter member and Certified Financial
Planner with Daniel J Galli and Associates.
Joining us today is Michael Barrasso.
Michael Barrasso is the Co-Founder and CEO of WealthReach, an AI-
powered growth platform built for financial advisors and wealth
management firms. The company helps firms modernize organic growth
through tools designed to improve visibility, support personalized outreach,
and turn demand into conversations.
Michael also leads business development at his family's RIA. Since joining
the firm three years ago, its AUM has nearly doubled to close to $400M, all
organically. WealthReach is the product of taking the strategies that have
worked at his own firm and building a system for other firms to do the
same.