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
73. When AI Makes Investing Table Stakes, Understanding People Becomes the Advantage Advice with Chad Taylor
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As AI makes investing, portfolio construction, and optimization increasingly table stakes, where will advisors create real value?
In this episode of Knowing Me, Knowing You, we sit down with Chad Taylor, President and Founder of Seapoint Wealth Advisors, to explore why the future of advice is becoming less about managing investments and more about deeply understanding the people behind them.
Chad shares lessons from nearly three decades advising high-net-worth families and business owners, including how he approaches discovery, why financial goals continually move, how emotions shape financial decisions, and what it takes to create a consistent client experience as an advisory firm grows.
We also explore a changing definition of retirement, the rise of the advisor as behavioral coach, and why technology may actually make the human relationship more important, not less.
“What matters to clients is how deep do you get with them?”
A conversation about moving beyond the portfolio to understand what clients really want their money to make possible.
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