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
60. Purpose Over Profit in Financial Planning with Wesley Rowlands
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In this episode, I sit down with Wesley Rowlands, partner and advisor at Atikan Wealth Partners, to explore a different approach to financial planning that starts with purpose, not products. With nearly two decades of experience and a deeply personal connection to the impact of money, Wes brings a perspective rooted in both technical expertise and lived experience.
We talk about why most advisors start in the wrong place, how his education-first process changes the dynamic with clients, and why redefining risk is critical in today’s world of self-funded, multi-decade retirements. Wes also shares how behavioral finance, vulnerability, and values-based conversations create stronger, more meaningful client relationships.
If you are looking to deepen your discovery process or rethink how you guide clients through complex financial decisions, this conversation will challenge you to focus less on tactics and more on understanding the person behind the plan.
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