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
28 episodes
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 ...
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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 ...
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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...
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32:41
24. Capital Gives You Wings: UBS Wealth Vice Chair, Jennifer Povlitz, on Wealth & Influence
Capital Gives You Wings: Jennifer Povlitz on Wealth, Purpose & Generational ImpactWhen UBS Global Wealth Management U.S. Vice Chair Jennifer Povlitz talks about money, she’s really talking about possibility. Drawing o...
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30:21
23. Can Gen AI Solve the Financial Industry’s Data Problem? Sandeep Mangaraj Thinks So
When it comes to leveraging AI to scale financial services, you’d be hard-pressed to find a bigger proponent than Sandeep Mangaraj, co-founder and managing partner of Aileron Group. The data problem of the financial world has always been a stic...
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34:50
22. The ‘Right’ Way to Invest: Why so Many Advisors Don’t Follow Best Practices and What to Do About It with Dr. Harry Mamaysky
Harry Mamaysky gets the feeling that a lot of advisors aren’t keeping up with the latest research – or any research at all, for that matter. And he’s not here to blame advisors! The financial industry is incentivized to attract new clients, whi...
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35:45
21. Climbing Your Financial Everest: Cokie Cox on Wealth, Freedom, and Designing Your Perfect Day
Some days, the mountain is Everest, and other days, it’s just keeping up with your mammogram appointment. No matter what it is, you need clarity to recognize it. And to climb it! Cokie Cox, our guest on this episode of Knowing Me, Knowing Y...
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28:34
20. Build a Brand That Makes Others Trust You: A Conversation with Abby Salameh
In today’s fast-changing wealth landscape, differentiation is survival. Abby Salameh, Chief Growth Officer at RFG Advisory, believes that every advisor has a story worth telling and that it has nothing to do with the services they offer. To bui...
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28:42
19. A Master Community Builder for Women, Caterina Rando Shares Tips for Wealth Managers
“I remember meeting with a financial planner, and feeling talked down to, not feeling empowered.” When women feel heard, seen, and genuinely supported, they are capable of anything. Caterina Rando is an expert community builder. She...
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29:08
18. Purpose After Service: Richard Comitz Helps Veterans Serve as Civilians After Serving our Country
This July 4th, we celebrate freedom & purpose, and honor the people who have dedicated their lives to protecting it.Lieutenant Colonel Richard Comitz served in the U.S. Army for over 20 years.West Point grad. PhD in organic chemi...
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29:30
17. “I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs
The best financial plan doesn’t start with what you have, but with who you are. And that’s exactly the kind of plan Jessica Gibbs, CFP® and partner at Monument Wealth Management, helps her clients build. In this episode of Knowing Me, Knowi...
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27:31
16. Ditching the Tech Stack: Farther’s Approach to Simplifying Financial Advice with Taylor Matthews
If you’re juggling 80 different software platforms to run your advisory practice, you’re not alone. As crazy as it sounds, it's the reality one advisor shared with Taylor Matthews, Founder of Farther, before joining their platform.In thi...
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27:40
15. Not a Niche: Building a Movement in Fintech and Media with Nicole Casperson
Nicole Casperson doesn’t believe women lack confidence with money. She believes they’ve been written out of the story.As a journalist-turned-founder of Fintech is Femme, Nicole has spent the last few years reframing the narrative that su...
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41:14
14. The Confidence to Align Money and Purpose: Sonja Strzoda on Financial Empowerment
Sonja Strzoda built her career in global asset management, advising boards, executives, and investors for over 25 years. She has seen what financial security looks like behind the scenes and why so many people, especially women, still feel unpr...
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28:23
13. “The Future Belongs to Incumbents Who Modernize” Kendra Thompson on Transforming Wealth From the Inside
Kendra Thompson led wealth management strategy in roles at Accenture and Deloitte Canada, giving her a front-row seat to what Fortune500 broker-dealers, banks, insurers, and retirement firms were planning behind closed doors… and what didn’t wo...
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36:56
12. Technology as the Table: Creating Shared Space for Advisors and Clients with Rod Sayegh
He helped a lesbian artist escape persecution and launch an international career. What does that have to do with wealth management? Everything.In this unforgettable episode, Rod Sayegh, Chief Digital Officer at Fiduciary Trust and co-fou...
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34:27
11. Advisors in Motion: A Bad Move Could Cost You Your Legacy with Jake Saba
A good succession plan can transfer assets. A great one transfers trust, relationships, and everything that doesn’t live in a CRM. In this episode, Jake Saba, Vice President of Growth and Succession at Focus Financial Network, share...
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34:24
10. Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice
In this episode of Knowing Me, Knowing You, Lorie Jones, president of Fearless Financial Advisors and host of the Fearless Females podcast, shares how listening—deep, patient, and human—builds real trust in financial advising. Lorie’s approach ...
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28:58
9. We’re Not Here to Preach. We’re Here to Get It Done | Miye Wire’s Award-Winning Approach to Financial Planning
What if the key to great financial planning had nothing to do with spreadsheets and everything to do with how someone feels about money?In this episode of Knowing Me, Knowing You, Miye Wire shares how her award-winning planning practice ...
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33:51
8. What the Pentagon’s Futurist Can Teach Us About Wealth with Brian David Johnson
When governments, Fortune 500 companies, and military leaders want to understand the future—they call Brian David Johnson (BDJ).As Intel’s first futurist, BDJ has spent 30 years advising the world’s most powerful institutions on what’s c...
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30:25
7. Women, Money, and the $30 Trillion Opportunity with Cary Carbonaro
Women are set to control $30 trillion in wealth by 2030, yet the financial industry still doesn’t speak their language. Cary Carbonaro, bestselling author and CFP®, is changing that—by sharing everything… from the holdings in her own personal i...
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25:02
6. Money Shame and the Body-Money Connection with Bari Tessler
I see your money shame in your shoulders.So many of us carry quiet shame around money—but what if that wasn't your story?In this powerful episode, we talk with financial therapist Bari Tessler, creator of the Art of Money program,...
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30:25
5. Beyond Money: Building Intergenerational Financial Wellness with Theodora Lau
What if your financial advisor supported your family’s holistic health and wellness, across generations?In this episode, we sit down with Theodora Lau, influencer, serial author focused on the future of money, and founder of Unconvention...
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33:42
4. Radical Responsibility: How Data Empowers Financial Autonomy with Colleen Wilson
What if financial services truly understood who you are beyond your risk score or credit report?In this episode we talk with Colleen Wilson, Chief Product Officer at Best Egg, about how wealth management can move beyond risk scores and s...
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33:19
3. Why Financial Intimacy Matters For You and Your Practice with Ed Coambs
Money isn’t just numbers—it’s deeply emotional. It influences our relationships, self-worth, and decision-making in ways we don’t always realize. In this episode of Knowing Me, Knowing You, we explore financial intimacy and break the silence ar...
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35:05