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
32. If We’re Going to Get It Right, It’s Now with Molly Weiss
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What do you get when you combine AI, the great wealth transfer, and more women controlling money than ever before? According to Molly Weiss, Group President of Wealth Management Platform at Envestnet, you get the perfect moment to transform how the financial industry operates and serves individuals.
Molly is the first to admit that the next few years may feel a little scary, but she sees plenty of reasons to be optimistic. In this episode, we talk about how technology has redefined what client personalization looks like, how the value of an advisor has shifted, and how to leverage tech to make your client experience more human than ever.
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