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
62. The Missing Piece in Financial Planning with Sonya Lutter
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In this episode, I sit down with Sonya Lutter, Certified Financial Planner, licensed marriage and family therapist, and a leading voice at the intersection of money and mental health. As a co-founder of the Financial Therapy Association, Sonya has spent her career helping the industry bridge the gap between technical expertise and human understanding.
We explore what financial advisors are still missing when it comes to client relationships, why being present matters more than having the right answers, and how financial therapy has evolved from a niche idea into a critical part of modern wealth management. Sonya shares how advisors can better navigate emotions, family dynamics, and unspoken influences that shape financial behavior.
If you are looking to deepen trust, improve discovery, and better understand the human side of money, this conversation will challenge you to rethink how you show up for clients and what it truly means to guide them.
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