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
24. Capital Gives You Wings: UBS Wealth Vice Chair, Jennifer Povlitz, on Wealth & Influence
Capital Gives You Wings: Jennifer Povlitz on Wealth, Purpose & Generational Impact
When UBS Global Wealth Management U.S. Vice Chair Jennifer Povlitz talks about money, she’s really talking about possibility. Drawing on wisdom from her grandmother, “Capital equates to influence, and you can use that influence for good,” Jennifer makes the case for a new era of wealth management that starts with knowing who you are, not just what you earn.
In this episode of Knowing Me, Knowing You, Jennifer and Marla explore:
- Why the coming $30 trillion wealth transfer is a once-in-a-generation opportunity for women
- The 4 most common—and avoidable—wealth transfer “surprises”
- How digital tools are making estate planning and client discovery more personal and less intimidating
- The link between success and significance in defining your financial legacy
Whether you’re an advisor, a wealth holder, or planning for the next chapter, Jennifer’s insights will inspire you to align your capital with your purpose and create impact that lasts for generations.
🎧 Listen now and start building the plan that reflects who you are.
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