Knowing Me, Knowing You

Knowing Me, Knowing You

Por: Marla Sofer
Knowing Me, Knowing You – The Podcast For The Future of Wealth ManagementThe Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth. Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.Better conversations. Smarter decisions. Stronger connections. Subscribe now.
46 episodios disponibles

Latest episodes of the podcast Knowing Me, Knowing You

45. The Emotional and Practical Reality of Life After an Exit with Sriram Gollapalli 06/01/2026
44. This is Why Clients Don’t Hear Your Value with Kathleen Burns Kingsbury 30/12/2025
43. This One Tool Changed How I Connect With Every Client with Emily Rassam 23/12/2025
42. Fintech’s Godfather on Rising Client Demands: A Conversation with Peter Renton 16/12/2025
41. The Emotional Load Women Carry in Divorce with Tatiana Sunik 09/12/2025
40. The Future of Digital Identity and the Human Side of Trust with Jackie Shoback 02/12/2025
39. Aligning Health and Wealth: Five Pillars of Energy, Focus, and Purpose with Dr. Pat Boulogne 25/11/2025
38. Why Investing in Women CEOs Is Smart Business with Patricia Lizarraga 18/11/2025
37. A Mother’s Lesson That Changed Phil Weiss 11/11/2025
36. It All Starts with Asking the Right Questions, with Tony Steuer of the Get Ready Movement 04/11/2025
35. Louis Barajas is Helping the Latino Community Achieve ‘Financial Dignity’ 28/10/2025
34. Alignment is in the Eye of the Beholder: A Conversation on Values-Based Investing with Nick Flores 21/10/2025
33. Where Financial Planning & Psychology Overlap with Nathan Astle 14/10/2025
32. If We’re Going to Get It Right, It’s Now with Molly Weiss 07/10/2025
31. Happy Advisors, Happy Clients: The Key to Better Client Experiences with Steph Condra 30/09/2025
30. The 2 Greatest Differentiators in Financial Planning Today: Pat Sweeny, Co-Founder of Symmetry Partners and Apella Wealth, on What Sets Firms Apart 23/09/2025
29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors 15/09/2025
28. There’s Always a Silver Lining: The Power of Community in Wealth Management with Tina Powell, Chief of Community at Intention.ly 09/09/2025
27. 4,000 ETFs. One Right Fit. How to Cut Through the Noise with Elisabeth Kashner, VP and Director of Global Funds Research and Analytics at FactSet 02/09/2025
26. Changing the World One Business at a Time: Grace Belangia, Co-Founder of Make Startups, on the Power of Entrepreneurship 26/08/2025
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