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
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 Unconventional Ventures, to explore how financial services can do better—not just collecting data but using it to help people live well. We talk about what real financial inclusion looks like, why aging populations are an opportunity (not a problem), and how tech can help the industry serve more people, not just the lucky few.
🎧 Key Takeaways:
🔹 What building your family’s future with the right financial relationships looks like
🔹 How tech often excludes the people who need it most
🔹 The surprising power of listening in a client’s own language
🔹 What coins, credit cards, and childhood piggy banks teach us about trust
Money is a tool to support people. Systems that recognize this purpose drive the change the world needs most.
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