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

Mostrando página 2 de 3

25. Forms? Where We’re Going, We Don’t Need Forms: AI & the Future of Financial Forms with Rich Walker 19/08/2025
24. Capital Gives You Wings: UBS Wealth Vice Chair, Jennifer Povlitz, on Wealth & Influence 12/08/2025
23. Can Gen AI Solve the Financial Industry’s Data Problem? Sandeep Mangaraj Thinks So 05/08/2025
22. The ‘Right’ Way to Invest: Why so Many Advisors Don’t Follow Best Practices and What to Do About It with Dr. Harry Mamaysky 29/07/2025
21. Climbing Your Financial Everest: Cokie Cox on Wealth, Freedom, and Designing Your Perfect Day 22/07/2025
20. Build a Brand That Makes Others Trust You: A Conversation with Abby Salameh 15/07/2025
19. A Master Community Builder for Women, Caterina Rando Shares Tips for Wealth Managers 08/07/2025
18. Purpose After Service: Richard Comitz Helps Veterans Serve as Civilians After Serving our Country 01/07/2025
17. “I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs 24/06/2025
16. Ditching the Tech Stack: Farther’s Approach to Simplifying Financial Advice with Taylor Matthews 17/06/2025
15. Not a Niche: Building a Movement in Fintech and Media with Nicole Casperson 10/06/2025
14. The Confidence to Align Money and Purpose: Sonja Strzoda on Financial Empowerment 03/06/2025
13. “The Future Belongs to Incumbents Who Modernize” Kendra Thompson on Transforming Wealth From the Inside 27/05/2025
12. Technology as the Table: Creating Shared Space for Advisors and Clients with Rod Sayegh 20/05/2025
11. Advisors in Motion: A Bad Move Could Cost You Your Legacy with Jake Saba 13/05/2025
10. Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice 06/05/2025
9. We’re Not Here to Preach. We’re Here to Get It Done | Miye Wire’s Award-Winning Approach to Financial Planning 29/04/2025
8. What the Pentagon’s Futurist Can Teach Us About Wealth with Brian David Johnson 22/04/2025
7. Women, Money, and the $30 Trillion Opportunity with Cary Carbonaro 15/04/2025
6. Money Shame and the Body-Money Connection with Bari Tessler 08/04/2025
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