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
73. When AI Makes Investing Table Stakes, Understanding People Becomes the Advantage Advice with Chad Taylor
As AI makes investing, portfolio construction, and optimization increasingly table stakes, where will advisors create real value?In this episode of Knowing Me, Knowing You, we sit down with Chad Taylor, President and Founder of ...
72. Joe Duran on Why Great Financial Advice Starts with Understanding People
Few people have shaped modern wealth management like Joe Duran.As the founder of United Capital, Joe transformed a startup into one of the nation's largest Registered Investment Advisors before its $750 million acquisition by Goldman Sac...
71. Your Firm Doesn't Have a Marketing Problem
Most advisory firms believe they need more marketing. More content. More campaigns. More visibility. But what if the real challenge is not getting noticed? What if it is making sure people truly understand the value you already create?In...
70. Why Your Growth and Tech Strategies Are the Same Thread with Erica Rodrigues and Morgan Bell
How do the fastest-growing wealth management firms shift from accidental growth to intentional design? In this episode of the Knowing Me, Knowing You podcast, Marla sits down with Erica Rodrigues and Morgan Bell from the Strategic Advisory Grou...
69. Why the First 30 Minutes of Wealth Management is Broken
How has the affluent investor’s journey fundamentally changed while the first advisor meeting remains stuck in 1984? In this episode of the Knowing Me, Knowing You podcast, Marla takes us behind the scenes of her own recent, deeply personal sea...