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
58. The Human Edge in Financial Planning: How Psychology Beats Numbers with Matt Goren
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In this episode, I sit down with Matt Goren, a driving force behind the modern financial planning education movement. As Chief Strategy Officer at Danko Education and director of curriculum at the Global Financial Planning Institute, Matt helps shape how the next generation of advisors learns, thinks, and serves clients across borders.
We explore how psychology and behavioral finance fit into hands-on planning, why Cross-Border financial planning is more important than ever, and what it takes to train planners who can truly understand clients, not just crunch numbers. We also talk about how AI is reshaping education and client relationships, and why the human connection remains the centerpiece of great financial advice.
If you’re involved in training, advising, or building financial relationships across countries, this conversation will challenge you to think bigger about who you’re serving and how you teach it.
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