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
72. Joe Duran on Why Great Financial Advice Starts with Understanding People
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Few people have shaped modern wealth management like Joe Duran.
As the founder of United Capital, Joe transformed a startup into one of the nation's largest Registered Investment Advisors before its $750 million acquisition by Goldman Sachs, where he became a Partner and CEO of Personal Financial Management. Before that, he founded Centurion Capital, which was acquired by GE, where he led the wealth management business that later became AssetMark. Across three decades, Joe has consistently challenged conventional thinking and helped redefine what great financial advice looks like.
In this conversation, Joe shares what he's learned from building category-defining companies, advising thousands of financial professionals, and pioneering the integration of behavioral finance into the advisory process long before it became mainstream.
Together, we explore the future of RIAs, the impact of AI, private equity's influence on the industry, why investment performance is no longer a differentiator, and how the most successful firms of the next decade will create value by understanding people before building portfolios.
Joe explains why the future belongs to advisors who combine technology with humanity, create unforgettable client experiences, and help clients make better life decisions, not simply better investment decisions.
Whether you're an independent advisor, RIA leader, enterprise executive, or simply passionate about the future of wealth management, this episode offers rare insights from one of the industry's most influential entrepreneurs and visionaries.
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