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
28. There’s Always a Silver Lining: The Power of Community in Wealth Management with Tina Powell, Chief of Community at Intention.ly
Tina Powell refuses to quit.
Nearly three years after being diagnosed with stage 4 lung cancer, she’s still in the fight for her health, and for the health of the industry she inspires. Today, as Chief of Community at Intention.ly, Tina leads by example, showing advisors how to tell authentic stories that power better lives.
In this episode, Tina shares why she believes community and connection are the most powerful forces shaping wealth management right now, the lessons she’s drawn from her personal health journey, and why she’s creating AI clones of her colleagues.
This is a conversation about resilience, reinvention, and the future of advice you won’t want to miss.
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