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
30. The 2 Greatest Differentiators in Financial Planning Today: Pat Sweeny, Co-Founder of Symmetry Partners and Apella Wealth, on What Sets Firms Apart
In 1993, Pat Sweeny decided he wanted to be a different type of advisor. Rather than focus on his commission and selling mutual funds, he founded an RIA that was focused on financial planning and helping clients understand how to be more successful investors. Little did he know that three decades later, his RIA would be managing more than $8 billion, and financial planning and behavioral finance would become the norm in the industry rather than the exception.
In this episode, Pat talks about his decisions over the years, what he sees as the only differentiators in the industry now, why he believes we’re in a golden age of financial advice, and how behavioral finance changes everything. Tune in to hear the whole conversation!
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