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
50 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 ...
•
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...
•
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...
•
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 ...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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 ...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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” ...
•
30:33
30. The 2 Greatest Differentiators in Financial Planning Today: Pat Sweeny, Co-Founder of Symmetry Partners and Apella Wealth, on What Sets Firms Apart
In 1993, Pat Sweeny decided he wanted to be a different type of advisor. Rather than focus on his commission and selling mutual funds, he founded an RIA that was focused on financial planning and helping clients understand how to be more succes...
•
32:20
29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors
What if wealth management didn’t just serve the wealthy?Laura Combs is flipping the script on who gets access to high-quality financial advice. As Executive Managing Director at Mercer Advisors and co-founder of its Wealth Path Group...
•
31:05
28. There’s Always a Silver Lining: The Power of Community in Wealth Management with Tina Powell, Chief of Community at Intention.ly
Tina Powell refuses to quit.Nearly three years after being diagnosed with stage 4 lung cancer, she’s still in the fight for her health, and for the health of the industry she inspires. Today, as Chief of Community at Intention.ly, Tina l...
•
35:33
27. 4,000 ETFs. One Right Fit. How to Cut Through the Noise with Elisabeth Kashner, VP and Director of Global Funds Research and Analytics at FactSet
ETFs have leveled the playing field for advisors and investors alike. Funds that were once available only to the largest firms are now available to anyone. In this episode, we talk to Elisabeth Kashner, VP and Director of Global Funds Research ...
•
29:23
26. Changing the World One Business at a Time: Grace Belangia, Co-Founder of Make Startups, on the Power of Entrepreneurship
Grace Belangia believes in the power of entrepreneurs so deeply that she frequently refers to entrepreneurship as “the backbone of democracy.” That’s why she’s dedicated her life to helping entrepreneurs bring their visions to life through her ...
•
31:04
25. Forms? Where We’re Going, We Don’t Need Forms: AI & the Future of Financial Forms with Rich Walker
When Rich Walker founded Quik!, he set out to tackle one of the most frustrating inefficiencies in wealth management: endless paperwork. Twenty-three years later, he is still on that mission, now with AI as his ultimate tool to make paper forms...
•
32:41