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
43. This One Tool Changed How I Connect With Every Client with Emily Rassam
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Emily Rassam has spent nearly two decades listening to people talk about their money, their fears, their dreams, and the hidden stories that shape their decisions. Over time, she began to notice something: the most transformative part of planning had nothing to do with the spreadsheets or the calculation, but with the moment someone felt understood. That moment changed their comfort, their clarity, and their willingness to move forward.
In this conversation, Emily shares the path that shaped her as a planner, from thousands of early 401(k) conversations to building a fully virtual practice where tech creates more room for connection instead of replacing it. The best part? She opens up about the clients who have changed her, the conversations that stay with her, and why documenting emotional data is as essential as holdings and transactions to helping her business grow.
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