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
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 centers on empathy, discovery, and action. With over 30 years of experience and a team built around emotional intelligence, not just financial acumen, Miye is redefining how advisors connect with clients.
From one-page action plans to deeply personal discovery conversations, Miye’s approach is rooted in knowing clients as people first. She explains why understanding someone’s relationship with money—formed decades earlier—can shape everything from college savings to retirement timelines.
You'll hear how her firm builds trust across generations, why she hires based on personality, and how asking the right hypothetical questions reveals what truly matters. If you’ve ever wondered what makes advice actually stick, this episode is your answer.
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