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
70. Why Your Growth and Tech Strategies Are the Same Thread with Erica Rodrigues and Morgan Bell
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How do the fastest-growing wealth management firms shift from accidental growth to intentional design? In this episode of the Knowing Me, Knowing You podcast, Marla sits down with Erica Rodrigues and Morgan Bell from the Strategic Advisory Group at Constellation Wealth Capital. Together, they dive into why a firm’s growth engine and technology stack are not two separate strategies, but two ends of the exact same hallway.
Erica breaks down the "marketing maturity curve," the power of choosing a hyper-specific niche, and why growth must be owned by leadership rather than outsourced to a single rainmaker. Meanwhile, Morgan provides a tech and behavioral finance perspective, sharing how modern tech tools are evolving to help advisors shift from selling to solving by embedding deep client discovery directly into their everyday workflows.
They also discuss practical tips for driving advisor tech adoption and share how their deeply personal origin stories and family dynamics completely shaped their own relationships with money. Whether you are a multi-billion dollar RIA looking to scale or a boutique firm looking to optimize your marketing infrastructure, this episode offers a practical blueprint for the future of wealth management advice.
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