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
42. Fintech’s Godfather on Rising Client Demands: A Conversation with Peter Renton
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Peter Renton, fintech pioneer, founder of Fintech Nexus, and host of the industry’s longest-running fintech podcast, has seen the space grow from peer-to-peer lending experiments into a force reshaping financial lives. But it was a personal moment of uncertainty, not a business milestone, that revealed what most advisors still miss.
In this episode, Peter shares why behavior remains at the core of financial decisions, and why today’s clients expect more than product advice. He recalls the advisor who stayed close, even when he didn’t meet her minimums, and how that simple act revealed the real drivers of trust, timing, and lasting loyalty.
For advisors, his insights offer a roadmap for how discovery, technology, and human understanding must now work together to meet rising expectations.
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