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
16. Ditching the Tech Stack: Farther’s Approach to Simplifying Financial Advice with Taylor Matthews
If you’re juggling 80 different software platforms to run your advisory practice, you’re not alone. As crazy as it sounds, it's the reality one advisor shared with Taylor Matthews, Founder of Farther, before joining their platform.
In this episode, Taylor shares how Farther simplifies wealth management with fully integrated technology. Farther allows advisors to deliver family office caliber client experiences, leaving the technical operations to their centralized team.
Taylor emphasizes the importance of building authentic relationships to understand client motivations, goals, and needs. Technology is only a tool. When these data points are clearly and consistently captured, advice becomes more valuable, client relationships become more resilient, and advisory businesses grow.
Tune in to hear how Farther empowers financial advisors to do more of what they do best: connect with clients.
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