Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The 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.
Knowing Me, Knowing You
Latest Episodes
79. Derrick Kinney Says the Best Financial Conversations Start With the Person
The financial questions people bring to the table are rarely the whole story. Behind concerns about retirement, investing, or making the wrong decision are experiences, beliefs, fears, and priorities that can shape how someone thinks about mone...
78. Why Money Is the Tool, Not the Goal with Mike Milligan
For decades, wealth management has focused on accumulation, optimization, and reaching a number. But money alone doesn't tell us what someone is trying to create with it.In this episode, Mike Milligan explores what changes when the c...
77. The Advisors Who Grow Are the Ones Who Stay Relevant with Mando Salivanti
Clients aren't spending their days thinking about investment returns, products, or the latest financial strategy. More often, they're asking a much simpler question: Am I okay? Understanding what that question means to each person is w...
76. The Future Doesn't Happen to You. You Build It with Brian David Johnson
The future often feels unpredictable, especially as technology reshapes how we live, work, and make decisions. But what if the future isn't something that simply happens to us? What if the most important question isn't what AI will do next, but...
75. Why Better Questions Lead to Better Investment Decisions with John Cole Scott
Clients rarely walk into an advisor's office asking for a specific investment product. They come looking for confidence. Reliable income. Greater flexibility. Protection from uncertainty. The advisor's job is not to start with a solution. It's ...