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.
Episodes
56 episodes
55. Steven Tenney on Building RIAs That Thrive Beyond the Founder
If you’re an advisor trying to grow your firm while still buried in the day-to-day of clients and operations, this episode will hit home. Steven Tenney has spent over three decades in wealth management, from building his own RIA to advising lea...
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35:37
54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs
Tim Hamilton has spent nearly two decades helping builders - entrepreneurs, founders, and high-growth professionals - navigate the complex side of wealth. From managing concentrated assets to life-changing events like home purchases, new childr...
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37:45
53. Shaun Williams Sailed the World and Came Back With a New View of Wealth
Shaun Williams started his career in one of the fastest environments in finance, trading options on the Chicago Board of Options Exchange. Then he did something a little off script for someone in that world: he stepped away from the trading flo...
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34:11
52. Advisors Don’t Leave for Money Alone with Shelby Nicholl
Most firms assume advisors leave for a bigger payout. That assumption is costing them.In this conversation, Shelby Nicholl shares what actually pushes advisors to make a move. Sometimes it’s compensation, but more often than not it is a ...
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35:55
51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management
You cannot “move fast and break things” when you’re responsible for someone’s retirement, their kids’ education, or the business they built over 30 years. So why are so many advisors still borrowing playbooks from tech without asking what actua...
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36:30
50. The Growth Unlock Advisors Ignore: Trading Efficiency for Effectiveness with Dr. Meg Lurtz
Advisors are trained to solve technical problems, but most client relationships don’t strain at the technical layer, but at the emotional one.In this conversation, Marla sits down with behavioral finance expert Meghaan Lurtz, Ph.D...
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25:54
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
44. This is Why Clients Don’t Hear Your Value with Kathleen Burns Kingsbury
This episode will challenge everything you've been taught about pitching your services. It’s not about what you offer, but about how clients feel. If you’re still leading with your planning process, it’s time you realize that your clie...
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28:17
43. This One Tool Changed How I Connect With Every Client with Emily Rassam
Emily Rassam has spent nearly two decades listening to people talk about their money, their fears, their dreams, and the hidden stories that shape their decisions. Over time, she began to notice something: the most transformative part of planni...
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35:43
42. Fintech’s Godfather on Rising Client Demands: A Conversation with Peter Renton
Peter Renton, fintech pioneer, founder of Fintech Nexus, and host of the industry’s longest-running fintech podcast, has seen the space grow from peer-to-peer lending experiments into a force reshaping financial lives. But it was a personal mom...
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32:00
41. The Emotional Load Women Carry in Divorce with Tatiana Sunik
Women walk into divorce with far more on their shoulders than the paperwork suggests. Many carry decades of family history, silent expectations, and an emotional weight that shapes the choices they make.Tatiana Sunik has spent nearly twe...
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33:54
40. The Future of Digital Identity and the Human Side of Trust with Jackie Shoback
Jackie Shoback has had a front-row seat to some of the biggest inflection points in financial services, from scaling during the explosive growth years at Staples to leading digital transformation at Fidelity and TIAA during moments that redefin...
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28:02
39. Aligning Health and Wealth: Five Pillars of Energy, Focus, and Purpose with Dr. Pat Boulogne
Dr. Pat Boulogne has spent decades helping high-performing professionals realign their health with their purpose, because she knows it’s almost impossible to plan confidently while running on empty. In this episode of Knowing Me...
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25:31
38. Why Investing in Women CEOs Is Smart Business with Patricia Lizarraga
When Patricia Lizarraga started her career on Wall Street, there were zero women CEOs in the Fortune 500. Today, there are fifty. Progress is happening, but Patricia’s mission is to make it accelerate.As the founder and Chief Investment ...
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32:01
37. A Mother’s Lesson That Changed Phil Weiss
Phil Weiss never planned to become a life planner. He started his career in tax at Deloitte, helping corporations move money across borders, but after watching his own family struggle with financial hardship and loss, he realized that what most...
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26:35
36. It All Starts with Asking the Right Questions, with Tony Steuer of the Get Ready Movement
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
31. Happy Advisors, Happy Clients: The Key to Better Client Experiences with Steph Condra
What if larger financial firms sought to understand their advisors the way advisors seek to understand their clients? Steph Condra shares how this approach has landed Wellington-Altus the top spot on the “Top-Rated Investment Dealer in Canada” ...
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30:33