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
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 coming next—and how to prepare for it. But in today’s world of economic uncertainty, generational shifts, AI disruption, and declining trust in financial systems, his insights have never been more relevant for you.
In this episode, BDJ joins Marla Sofer to share why wealth management has been solving for the past—when it should be designed for the future.
🔍 Inside this conversation:
- Why futurecasting is not about prediction—it’s about agency
- The human side of AI (and why fear misses the point)
- How the financial industry lost sight of trust
- What real personalization looks like when it’s rooted in values, purpose, and identity
- How your vision of the future can shape your decisions today
Whether you're a financial advisor, fintech innovator, or someone rethinking your relationship with money—this episode will challenge what you think you know about the future… and show you how to design a better one.
Resources Mentioned in This Episode:
BDJ’s Book - What You Need to Know About AI
BDJ’s Book - The Future You: Break Through the Fear and Build the Life You Want
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