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 • 37 episodes
Knowing Me, Knowing You
Latest Episodes
36. What if Your Financial Advisor Listened Like Your Doctor? Asking the Right Questions, with Tony Steuer
What if financial advisors approached their clients like doctors approach sick patients, with a goal of listening and understanding first, and only then moving on to diagnose and treat? It’s a movement that is catching on, and author Tony Steue...
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27:20
35. Louis Barajas is Helping the Latino Community Achieve ‘Financial Dignity’
The perception that financial planning is “just for rich people” hurts both prospects and advisors. With the help of AI and fintech innovators like Knomee, Louis Barajas believes financial planning can help underserved communities now more than...
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36:23
34. Alignment is in the Eye of the Beholder: A Conversation on Values-Based Investing with Nick Flores
ESG —Environmental, Social, and Governance— is a dirty word. “Socially Responsible Investing” never really caught on. It’s enough to cause socially minded advisors and investors to throw up their hands. What’s next for advisors who want to prov...
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35:07
33. Where Financial Planning & Psychology Overlap with Nathan Astle
“I’m not a therapist, how can I help my clients work through their issues with money?” With the rise of behavioral finance and younger generations seeking more emotional support, this question is becoming more and more common among advisors. En...
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29:23
32. If We’re Going to Get It Right, It’s Now with Molly Weiss
What do you get when you combine AI, the great wealth transfer, and more women controlling money than ever before? According to Molly Weiss, Group President of Wealth Management Platform at Envestnet, you get the perfect moment to transform how...
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29:54