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
33. Where Financial Planning & Psychology Overlap with Nathan Astle
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“I’m not a therapist, how can I help my clients work through their issues with money?” With the rise of behavioral finance and younger generations seeking more emotional support, this question is becoming more and more common among advisors. Enter Nathan Astle, founder of the Financial Therapy Clinical Institute.
In this episode, we discuss Nate’s journey to becoming a financial therapist, why advisors can no longer ignore the emotional side of finance, and how to help your clients address deep-rooted issues around money.
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