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
31. Happy Advisors, Happy Clients: The Key to Better Client Experiences with Steph Condra
What if larger financial firms sought to understand their advisors the way advisors seek to understand their clients? Steph Condra shares how this approach has landed Wellington-Altus the top spot on the “Top-Rated Investment Dealer in Canada” list six years in a row.
As the Chief Experience Officer at Wellington-Altus, Steph walks us through how their advisory discovery process mirrors their client discovery process and helps create a culture of respect, appreciation, and collaboration. She also talks about why she believes behavioral finance is the only differentiator left in the business, (and don’t miss her story about how the price of peanut butter led to a lesson in anchoring for her mother!).
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