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
15. Not a Niche: Building a Movement in Fintech and Media with Nicole Casperson
Nicole Casperson doesn’t believe women lack confidence with money. She believes they’ve been written out of the story.
As a journalist-turned-founder of Fintech is Femme, Nicole has spent the last few years reframing the narrative that surrounds women in finance. From growing her newsletter to 50,000 fintech insiders in under a year to launching packed-out leadership summits, she’s created a platform where women’s financial stories take center stage. No diversity label needed.
In this episode of Knowing Me, Knowing You, we discuss how she’s using media, entrepreneurship, and a growth mindset to rewrite the rules. She talks candidly about the bias she saw in newsrooms, how building something personal builds real trust, and why relatability is what truly resonates. We also explore how embracing abundance (even when it feels risky) can change your entire trajectory.
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