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
46. A 3-Part Playbook for Advisors Who Want to Stand Out
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Every year brings new tools, new language, and new promises about growth, and last year was no different. Advisors adopted AI, expanded their services, and refined their processes, but many firms still felt a sense of sameness creeping in. The question became harder to avoid. If the offerings look similar, where does differentiation actually come from?
In this solo episode, Marla shares a simple three-part playbook shaped by conversations with hundreds of advisors. It starts with rethinking discovery as a relationship, then moves to capturing insight in a way that travels across the firm instead of living in someone’s memory, and it ends with turning those insights into timely action that clients can feel.
This is less about reinvention and more about intention. Small, repeatable shifts that help advisors show up with more relevance, more consistency, and more humanity, even as their businesses grow.
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