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
37. A Mother’s Lesson That Changed Phil Weiss
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Phil Weiss never planned to become a life planner. He started his career in tax at Deloitte, helping corporations move money across borders, but after watching his own family struggle with financial hardship and loss, he realized that what most people need is support from someone who truly listens, rather than new strategies and products.
Today, as founder of Apprise Wealth Management, Phil helps women in transition find clarity and confidence during life’s most difficult moments. He aims to speak less than 20% of the time in client meetings, relying on listening and empathy to guide each conversation instead.
In this episode, Phil and Marla talk about how life planning transforms financial advice, the role of behavioral insights in building trust, and how tools like Knomee are helping advisors turn self-discovery into lasting client relationships.
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