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
47. The Decisions That Make or Break an RIA Transition
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Whether you're acquiring a firm, merging teams, or preparing for succession, the thing that tends to crack first is trust.
In this solo episode, Marla unpacks what really causes client relationships to weaken during transitions, even when deals are clean, teams are capable, and the messaging is polished. The first signs? Diminished engagement. Missed growth targets. Clients saying they’re fine while quietly disengaging.
This episode goes beyond operations to address the behavioral risk that acquiring firms often overlook: how client confidence falters when the person they trusted most steps back, and the firm doesn't have the emotional insight to pick up where they left off.
Learn how leading firms are de-risking advisor transitions, retaining relationships, and creating scalable continuity by embedding behavioral awareness into onboarding, handoffs, and team expansion. Whether you're in M&A, building for succession, or onboarding acquired clients, this episode offers tactical insight to preserve trust and drive post-transaction growth.
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