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
13. “The Future Belongs to Incumbents Who Modernize” Kendra Thompson on Transforming Wealth From the Inside
Kendra Thompson led wealth management strategy in roles at Accenture and Deloitte Canada, giving her a front-row seat to what Fortune500 broker-dealers, banks, insurers, and retirement firms were planning behind closed doors… and what didn’t work. She’s seen the boardroom disbelief, the resistance to change, and the industry’s failure to meet the needs of women, next-gen clients, and anyone who didn’t fit the mold. Now, as founder of Epok Advice, she’s rewriting the rules.
In this conversation, Kendra shares why the future of wealth management won’t be won by the flashiest apps or the longest list of products, but by the firms that learn to truly listen. Forget rigid risk profiles and static data models. Real discovery, she argues, comes from conversations that evolve to honor emotion, memory, and the complexity of human decision-making.
We dive into:
- Why the most defensible value in wealth is now the advice itself (rather than differentiated products or performance)
- What’s breaking down inside the largest institutions. And what’s being rebuilt in its place
- How firms can scale advice without losing the soul of the relationship
- How technology should be used to support and scale human advice
- And why it’s no longer a question of if change is needed, but how fast you can move
This episode explores what it means to deliver advice that scales without losing its soul. We talk about technology that supports, not replaces. We unpack the importance of breaking silos so advice feels consistent across every touchpoint. And we ask: who gets left behind when financial guidance only serves those with wealth to manage?
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