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
19. A Master Community Builder for Women, Caterina Rando Shares Tips for Wealth Managers
“I remember meeting with a financial planner, and feeling talked down to, not feeling empowered.” When women feel heard, seen, and genuinely supported, they are capable of anything.
Caterina Rando is an expert community builder. She empowers women to reach their full potential. As an entrepreneur and trusted leader, she shares insights and tips to help wealth managers connect more meaningfully with women as they come into $30T in the next five years. Caterina has helped thousands of women by listening with intention. She models the type of client engagement wealth managers are desperate for in their practices.
Listen in for Caterina’s story of humor, heart, and wisdom, and to learn from a master in women’s community building.
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