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
49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth
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Clients walk into meetings informed now. They’ve read articles, run scenarios, and heard opinions from everywhere, yet many still leave unsure about what actually fits their life. That moment reveals where advice either deepens or flattens. In this conversation, Marla talks with Alex Potts, visionary CEO who scaled Loring Ward and Buckingham Strategic Partners to over $50B in assets, all while keeping the human side of wealth front and center.
Through personal stories and hard-earned perspective, Alex explores how advisors earn trust when technology speeds everything up, but understanding still carries the relationship forward.
Main takeaways
- AI raises client expectations, which makes empathy, judgment, and context the parts of advice clients notice most.
- Advisors who grow without burning out keep learning about their clients over time instead of treating discovery as a one-time task.
- The strongest practices expand by paying attention to tension in a client’s life and responding with care, not by pushing more solutions.
Connect with us!
- Marla Sofer on LinkedIn - https://www.linkedin.com/in/marlasofer/
- Knomee - https://knomee.com/
- Alex Potts on LinkedIn - https://www.linkedin.com/in/alex-potts-5aa2792/
- MCAP Ventures - https://www.mcapventures.net/