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.
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Knowing Me, Knowing You
29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors
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What if wealth management didn’t just serve the wealthy?
Laura Combs is flipping the script on who gets access to high-quality financial advice. As Executive Managing Director at Mercer Advisors and co-founder of its Wealth Path Group and InvestHERS initiative, Laura is on a mission to make comprehensive, values-aligned financial planning accessible, whether you’re managing $10,000 or $10 million.
In this episode, Laura shares how she “fell into finance” during the 2008 crisis, why she believes every client deserves a family office experience, and how her personal mantra, “Go for it,” has shaped her bold leadership style.
From empowering emerging investors to building a nationally recognized community for women in finance, Laura is proving that inclusive wealth management is the future of the industry.
✨ Tune in to hear how she’s leading the charge toward a more equitable and impactful financial system.
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