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
66. The Velocity of Money: What a Reverse Mortgage Can Really Do with Kevin Gutman
Most people hear the words "reverse mortgage" and shut down. The reputation precedes the product, and for decades, that reputation wasn't good. But the landscape has changed, and so has the conversation around what home equity can actually do f...
65. The Organic Growth Problem with Mark Tibergien
Every wealth management firm wants organic growth. Few achieve it consistently.In this episode of Knowing Me, Knowing You, we sit down with Mark Tibergien, one of the most influential voices in the evolution of the RIA industry. As the l...
64. Why Advisor Growth Feels Broken Right Now
Every wealth management firm wants growth. More leads. More meetings. More assets. Yet despite increased spending on marketing, lead generation platforms, AI outreach, and prospecting tools, many advisors are finding that growth feels harder th...
63. Why Retirement Planning Starts with Purpose, Not Risk with Gary Preisser
For decades, retirement planning has revolved around a familiar process: determine a client's risk tolerance, build a diversified portfolio, and hope the numbers work out. But what if that entire framework starts in the wrong place?In th...
62. The Missing Piece in Financial Planning with Sonya Lutter
In this episode, I sit down with Sonya Lutter, Certified Financial Planner, licensed marriage and family therapist, and a leading voice at the intersection of money and mental health. As a co-founder of the Financial Therapy Association, Sonya ...