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 • 28 episodes
Knowing Me, Knowing You
Latest Episodes
27. 4,000 ETFs. One Right Fit. How to Cut Through the Noise with Elisabeth Kashner, VP and Director of Global Funds Research and Analytics at FactSet
ETFs have leveled the playing field for advisors and investors alike. Funds that were once available only to the largest firms are now available to anyone. In this episode, we talk to Elisabeth Kashner, VP and Director of Global Funds Research ...
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29:23
26. Changing the World One Business at a Time: Grace Belangia, Co-Founder of Make Startups, on the Power of Entrepreneurship
Grace Belangia believes in the power of entrepreneurs so deeply that she frequently refers to entrepreneurship as “the backbone of democracy.” That’s why she’s dedicated her life to helping entrepreneurs bring their visions to life through her ...
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31:04
25. Forms? Where We’re Going, We Don’t Need Forms: AI & the Future of Financial Forms with Rich Walker
When Rich Walker founded Quik!, he set out to tackle one of the most frustrating inefficiencies in wealth management: endless paperwork. Twenty-three years later, he is still on that mission, now with AI as his ultimate tool to make paper forms...
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32:41
24. Capital Gives You Wings: UBS Wealth Vice Chair, Jennifer Povlitz, on Wealth & Influence
Capital Gives You Wings: Jennifer Povlitz on Wealth, Purpose & Generational ImpactWhen UBS Global Wealth Management U.S. Vice Chair Jennifer Povlitz talks about money, she’s really talking about possibility. Drawing o...
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30:21
23. Can Gen AI Solve the Financial Industry’s Data Problem? Sandeep Mangaraj Thinks So
When it comes to leveraging AI to scale financial services, you’d be hard-pressed to find a bigger proponent than Sandeep Mangaraj, co-founder and managing partner of Aileron Group. The data problem of the financial world has always been a stic...
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34:50