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 • 50 episodes
Knowing Me, Knowing You
Latest Episodes
49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth
Clients walk into meetings informed now. They’ve read articles, run scenarios, and heard opinions from everywhere, yet many still leave unsure about what actually fits their life. That moment reveals where advice either deepens or flattens. In ...
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36:24
48. Context is The New Advantage in Wealth Management with Jim Roth
Think about how often growth introduces distance in the client-advisor relationships. More clients, more systems, more noise, and suddenly the conversations feel thinner even when the service is strong on paper. Advisors rarely lose clients bec...
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29:54
47. The Decisions That Make or Break an RIA Transition
Whether you're acquiring a firm, merging teams, or preparing for succession, the thing that tends to crack first is trust.In this solo episode, Marla unpacks what really causes client relationships to weaken during transitions, even when...
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9:35
46. A 3-Part Playbook for Advisors Who Want to Stand Out
Every year brings new tools, new language, and new promises about growth, and last year was no different. Advisors adopted AI, expanded their services, and refined their processes, but many firms still felt a sense of sameness creeping in. The ...
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9:58
45. The Emotional and Practical Reality of Life After an Exit with Sriram Gollapalli
After an exit, money stops behaving like a simple scorecard and starts to carry a different weight, one that brings freedom and pressure at the same time. That tension runs through this conversation with Sriram Gollapalli, as he reflects on wha...
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41:05