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
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, shares what really goes into a smooth transition—not just assets, but wisdom, trust, and client relationships. Drawing on the firm’s experience guiding over 60 advisor successions, Jake explains why psychological readiness often matters more than timing, and why documenting your value proposition is key to continuity.
We talk candidly about the fears that come with “replacing yourself,” how technology is changing the game for successors, and how AI tools are helping advisors capture their approach in ways that make handoffs easier for clients and teams alike. Whether you’re decades from retirement or facing a transition now, this episode is packed with insight on how to build something that lasts beyond you.
Tune in for a conversation about legacy, leadership, and what it really means to future-proof your practice.
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