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.
Podcasting since 2025 • 56 episodes
Knowing Me, Knowing You
Latest Episodes
55. Steven Tenney on Building RIAs That Thrive Beyond the Founder
If you’re an advisor trying to grow your firm while still buried in the day-to-day of clients and operations, this episode will hit home. Steven Tenney has spent over three decades in wealth management, from building his own RIA to advising lea...
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35:37
54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs
Tim Hamilton has spent nearly two decades helping builders - entrepreneurs, founders, and high-growth professionals - navigate the complex side of wealth. From managing concentrated assets to life-changing events like home purchases, new childr...
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37:45
53. Shaun Williams Sailed the World and Came Back With a New View of Wealth
Shaun Williams started his career in one of the fastest environments in finance, trading options on the Chicago Board of Options Exchange. Then he did something a little off script for someone in that world: he stepped away from the trading flo...
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34:11
52. Advisors Don’t Leave for Money Alone with Shelby Nicholl
Most firms assume advisors leave for a bigger payout. That assumption is costing them.In this conversation, Shelby Nicholl shares what actually pushes advisors to make a move. Sometimes it’s compensation, but more often than not it is a ...
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35:55
51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management
You cannot “move fast and break things” when you’re responsible for someone’s retirement, their kids’ education, or the business they built over 30 years. So why are so many advisors still borrowing playbooks from tech without asking what actua...
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36:30