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
62. The Missing Piece in Financial Planning with Sonya Lutter
In this episode, I sit down with Sonya Lutter, Certified Financial Planner, licensed marriage and family therapist, and a leading voice at the intersection of money and mental health. As a co-founder of the Financial Therapy Association, Sonya ...
61. Defining a Range of Good with Natalie Taylor
In this episode, I sit down with Natalie Taylor, CFP®, nationally recognized financial planner, fintech consultant, and founder of the Goodland Group, to explore what it really means to deliver advice that works in real life and not just on pap...
60. Purpose Over Profit in Financial Planning with Wesley Rowlands
In this episode, I sit down with Wesley Rowlands, partner and advisor at Atikan Wealth Partners, to explore a different approach to financial planning that starts with purpose, not products. With nearly two decades of experience and a deeply pe...
59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby
In this episode, I sit down with Dr. Daniel Crosby, psychologist, New York Times bestselling author, and Chief Behavioral Officer at Orion Advisor Solutions. Daniel has spent nearly two decades bridging the gap between academic behavioral scien...
58. The Human Edge in Financial Planning: How Psychology Beats Numbers with Matt Goren
In this episode, I sit down with Matt Goren, a driving force behind the modern financial planning education movement. As Chief Strategy Officer at Danko Education and director of curriculum at the Global Financial Planning Institute, Matt helps...