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
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 spreadsheets to build real, human relationships. We explore what it means to take radical responsibility for your financial life—and how advisors can act as partners, not gatekeepers.
🎧 Key Takeaways:
🔹 Why your financial identity should be yours to shape
🔹 How outdated tools keep financial services impersonal
🔹 What it means to serve—not stereotype—women in wealth
🔹 The power of collaboration between clients and advisors
From breaking tech silos to rethinking how we serve women in finance, this conversation unpacks how the system can finally meet people where they are.
Money is personal. Let’s treat it that way.
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