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
21. Climbing Your Financial Everest: Cokie Cox on Wealth, Freedom, and Designing Your Perfect Day
Some days, the mountain is Everest, and other days, it’s just keeping up with your mammogram appointment. No matter what it is, you need clarity to recognize it. And to climb it! Cokie Cox, our guest on this episode of Knowing Me, Knowing You, knows a bit about that.
During the week, Cokie is a financial advisor who helps women navigate the challenges that come after divorce. On weekends, she climbs mountains. Literally. Every day, she lives by the Perfect Day philosophy: do everything with intention and never lose sight of what matters most. She has authored two books, founded two nonprofits, won Woman CEO of the Year, and climbed the 7 Summits of the world.
This is a conversation about how wealth managers grow by talking about goals, plans, and impact, but also a reminder that you are capable of more than you think. You don’t want to miss this discussion!
Connect with us!