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
12. Technology as the Table: Creating Shared Space for Advisors and Clients with Rod Sayegh
He helped a lesbian artist escape persecution and launch an international career. What does that have to do with wealth management? Everything.
In this unforgettable episode, Rod Sayegh, Chief Digital Officer at Fiduciary Trust and co-founder of one of the first LGBTQ artist residencies in the U.S., shares how using money with purpose changed lives, including his own. One artist was ready to give up. Another fled for her safety. Both found not just refuge, but transformation.
Rod brings that same intentionality to financial technology. Because behind every account is a person with fears, dreams, and a definition of success only they can define. The job of technology? Make space for that truth.
Rod reveals how he’s helping advisors move beyond generic advice and into deeply human conversations. Conversations where clients feel safe naming what they’re afraid of and excited to shape their future. It’s not just digital transformation. It’s emotional transformation, powered by data, trust, and design that listens.
If you think financial planning is about performance reports and retirement projections, this episode will change the way you see everything.
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