Mike Weiss

Approved biosThe Mike Weiss bio, in three lengths.

Mike Weiss is the founder and CEO of VoiceROI, the Conversation Conversion Company. This page holds his three approved bios, short, medium and long, in the exact words he signed off on, so a host, editor, investor or partner can pick the length that fits and copy it. Facts are checked against this site.

Last updated October 15, 2026. Word counts are of the copied text.

Mike Weiss in a VoiceROI cap, arms crossed, smiling
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Short bio

162 words, third person.

Mike Weiss is the founder and CEO of VoiceROI, the Conversation Conversion Company, which increases booked appointments and sales, reduces costs, and tames the chaos for small business owners. For 39 years he has taken a stand for the small business owner: 23 years on Wall Street, where he raised more than $100 million and co-founded GreenTrak (acquired by Kinexus in 2001; Advent Software bought Kinexus in 2002); NeuroGym with John Assaraf, which reached 8,000 customers in more than 70 countries in 16 months; Client Engagement Academy, which lifted course completion from 3% to 12% up to 40% to 80%; and Clout Selling, a done-for-you LinkedIn service whose work has produced more than half a billion views. VoiceROI builds done-for-you AI digital workers and guarantees 20% more on an agreed number within six months of going live, or works for free until it gets there. Mike lives in Sunny Isles Beach, Florida, with his wife and co-founder, Carolyne Rattle, and their son.

Medium bio

385 words, third person.

Mike Weiss is the founder and CEO of VoiceROI, the Conversation Conversion Company. VoiceROI builds done-for-you AI digital workers that answer every call, follow up with every lead and book appointments, so small business owners get more booked appointments and sales, lower costs and less chaos. It serves small and mid-sized U.S. businesses that run on the phone, from doctors, dentists, lawyers and accountants to roofers, electricians and plumbers. The promise is simple: 20% more on an agreed number within six months of going live, or the work continues for free.

Mike has spent 39 years taking the same stand for the small business owner, with a different technology each time. He started cold calling on Wall Street in 1987, the year of Black Monday, and spent 23 years there, moving from stockbroker to fiduciary and raising more than $100 million. When he and a partner found that brokerage statements were hiding performance and fees, they co-founded GreenTrak, which showed high-net-worth investors their real numbers. GreenTrak merged privately with a much larger company in 1998 at a valuation close to half a billion dollars, Kinexus acquired it in 2001 in a stock deal, and Advent Software bought Kinexus in 2002. When the internet arrived, Mike digitized his own financial firm and became one of the first wealth management groups to run almost fully on automation.

That expertise led his mentor John Assaraf to invite him to build NeuroGym, which reached 8,000 customers in more than 70 countries and over $1 million in sales in its first 16 months. In 2012 Mike finished in the top four of about 400 companies for Infusionsoft's Ultimate Marketer award, on stage in front of 1,500 people, and later that year he was successfully bought out of NeuroGym. He then created Client Engagement Academy, a done-for-you education platform that raised course completion from 3% to 12% up to 40% to 80%. After COVID he built a done-for-you LinkedIn service for CEOs and executives, Clout Selling, and his work has produced more than half a billion views.

When AI arrived, Mike saw that service business owners were never going to deploy it themselves, and VoiceROI was born. He lives in Sunny Isles Beach, Florida, with his wife and co-founder, Carolyne Rattle, and their son, and has studied Kabbalah for 25 years.

Long bio

1225 words, third person.

The promise

Mike Weiss is the founder and CEO of VoiceROI, the Conversation Conversion Company. VoiceROI builds done-for-you AI digital workers that answer every call on the first ring, follow up with old leads, book appointments and ask happy customers for reviews. It serves small and mid-sized U.S. businesses that run on the phone, from doctors, dentists, lawyers and accountants to roofers, electricians and plumbers. Small business owners get more booked appointments and sales, lower costs and less chaos, and Mike puts his name on the result: 20% more on an agreed number within six months of going live, or the work continues for free.

One stand, 39 years

Every chapter of Mike's career has run on the same loop: find something a business owner is being denied, automate it, do the work for them, and own the result. He calls it the Done-For-You Responsibility Loop.

Wall Street, 1987 to 2010

A Union College lacrosse captain, Mike left a freight sales job after a year when an old teammate showed up at an alumni game with a red Porsche and a business card that said Wall Street. He started cold calling at five dollars an hour. Three months in, with $15,000 of borrowed money in options, he watched the market lose more than 22% on Monday, October 19, 1987. The man who had brought him in was carried out on a stretcher with what turned out to be a panic attack.

Mike stayed for 23 years. He worked at Cowen and Company through the rise and collapse of biotech, moved from stockbroker to fiduciary, built his own registered investment advisory firm, a fund of funds and a hedge fund, and raised more than $100 million. He learned that on Wall Street performance is all that matters, and he has carried that into every business since. He also lives by the slogan of an old client, the discount clothier Syms: "An educated consumer is our best customer."

GreenTrak

Talking with clients through the biotech crash, Mike and a partner realized nobody really knew their performance net of inflows, outflows and fees. They studied ten brokerage statements and found that none disclosed fees or performance. In 1994 they co-founded GreenTrak, which pulled all of a high-net-worth client's data together and laid out performance like baseball standings. GreenTrak merged privately with a much larger company in 1998 at a valuation close to half a billion dollars, lost its growth momentum when clients froze new spending ahead of Y2K, and was acquired by Kinexus in 2001 in a stock deal; Advent Software bought Kinexus in 2002.

Automation, NeuroGym and the education stand

In 2002 Mike took a stand for himself. Tired of doing everything by hand, he digitized his entire financial company, from landing pages and opt-ins to nurture sequences, sales stages, monthly video reports and customer support, becoming one of the first wealth management groups to run almost fully on automation. In 2008, while most brokerage accounts fell by more than half, his clients were in cash.

Other financial firms asked how he did it, and that consulting led John Assaraf, his mentor, to ask him to move to Del Mar and run the digital side of NeuroGym. In its first 16 months it reached 8,000 customers in more than 70 countries and over $1 million in sales, and Mike and the team built one of the year's most successful live webinar launches. That funnel put him on stage in front of 1,500 people in 2012, where he finished in the top four of about 400 companies for Infusionsoft's Ultimate Marketer award. Later that year he was successfully bought out of NeuroGym and moved to Los Angeles.

Only 3% to 12% of people who buy online courses finish them. Mike created Client Engagement Academy, a done-for-you process, system and platform that brought completion to 40% to 80%, and he helped launch certification programs for Digital Marketer and restructure the global certification for Profit First and Dan Kennedy's membership site.

Moments that shaped him

Rockets in the Golan, 1981. At seventeen, on a family trip to Israel, Mike was at dinner on a kibbutz near the border when Katyusha rockets hit about fifty meters away. His mother screamed that this was not how she wanted to die, and the family held each other under the table with no control and no information. "You think you are invincible, and you find out you are not."

Tokyo. As a Union College student in Japan, Mike bought a pedal scooter, lost his map and rode it 26 hours down Route 1 from Tokyo to Osaka, over a mountain and through truck traffic, arriving with soot on his face and a standing ovation from the school office.

The front step. His first big client, a telecom executive in New Jersey, kept saying "no thanks." Mike drove out in the dark, sat on the front step of his office, and waited for the first person to arrive. It was the client. Twenty or thirty minutes later, Mike left with one of his biggest accounts and a mentor.

September 11. Two of Mike's close friends, Matt O'Mahony and Glen Wall, bond traders at Cantor Fitzgerald, were murdered in the World Trade Center. His friend Craig Spitzer, whose office was on the 104th floor of the World Trade Center, survived because the two had stayed out late at a concert. In the days after, Mike helped in Craig's apartment as parents of Craig's staff flew in, and a month or two later a deep-tissue massage released the grief he had not let himself feel. It led him to Kabbalah, which he has studied since the winter of 2001.

A little bird told me. After years of Carolyne saying no, a Kabbalah teacher told Mike to be open. At a Rosh Hashanah event in San Diego in September 2014, he sat down next to her before a meditation class and said that if she wanted to get together, she should say yes by the end of class. In the last thirty seconds, she did. A few days later he found a flight to Israel for 35,000 miles that was not supposed to exist.

COVID, LinkedIn and AI

COVID took his pipeline to zero almost overnight. Mike pivoted to helping business owners get leads, learned LinkedIn from Gary Vaynerchuk, and built Clout Selling, a done-for-you LinkedIn service for CEOs and executives. His work has produced more than half a billion views, and his own following has grown to 25,000.

When ChatGPT arrived in November 2022, Mike stayed up past midnight writing sales copy and knew a revolution had begun. He also saw that service business owners were never going to deploy AI themselves. MIT's 2025 study found about 95% of enterprise AI pilots showed no measurable profit impact within six months, and VoiceROI exists to take full responsibility for deployment and results.

Home

Mike lives in Sunny Isles Beach, Florida, with his wife and co-founder, Carolyne Rattle, and their son. He has studied Kabbalah for 25 years, eats clean and gets outdoors every chance he can. He met Carolyne after years of asking, and a flight he booked with 35,000 miles less than 24 hours before takeoff.

If you run a small business and want to hear what it sounds like, go to demo.voiceroi.com and experience it yourself.

How to refer to Mike Weiss

Name
Mike Weiss. No other name is used.
Title
Founder and CEO, VoiceROI, the Conversation Conversion Company
Credential
Top four of about 400 companies, Infusionsoft Ultimate Marketer award, 2012
In business
39 years, since he started cold calling on Wall Street in 1987
Co-founder
Carolyne Rattle, Co-founder and COO, VoiceROI, his wife
Based in
Sunny Isles Beach, Florida
Which Mike Weiss
Other public people share the name Mike Weiss or Michael Weiss. This site is about the Mike Weiss who co-founded GreenTrak in 1994, helped build NeuroGym with John Assaraf, created Client Engagement Academy and Clout Selling, and now runs VoiceROI with his wife and co-founder, Carolyne Rattle.

Read the full Mike Weiss story.

The long story, in his own words, from a Wall Street phone room in 1987 to VoiceROI today.