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