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
69. Why the First 30 Minutes of Wealth Management is Broken
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
How has the affluent investor’s journey fundamentally changed while the first advisor meeting remains stuck in 1984? In this episode of the Knowing Me, Knowing You podcast, Marla takes us behind the scenes of her own recent, deeply personal search for a financial advisor. Sharing the challenges of navigating contrasting money beliefs with her husband, she dives into why traditional, rigid discovery frameworks often feel more like a sales pitch than a meaningful conversation.
Marla breaks down recent global data from HSBC and EY, revealing a stark reality: modern clients are using AI to thoroughly vet firms before ever booking a call, yet nearly half plan to move a significant portion of their assets. Marla highlights why technical competence is now just table stakes. What clients are truly searching for is a partner who understands them, not just their balance sheet. Finally, she introduces how Knomee leverages behavioral science to eliminate stale information gathering, allowing advisors to step into the very first meeting armed with deep context so they can immediately focus on the conversations that actually matter.
Connect with us!