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
74. From Wife to CFO: How Divorce Became a Launchpad for Financial Empowerment
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As niches become table stakes in wealth management, what actually separates advisors who signal value from those who deliver it?
In this episode of Knowing Me, Knowing You, we sit down with Michelle Smith, founder of Wife2CFO and advisor at Savant Wealth Management, known widely as "the divorce consigliere." Michelle has spent over two decades helping women navigate the financial and emotional complexity of divorce, building an entire curriculum around one transformative year: the year a woman moves from having no control over her finances to becoming the CFO of her own life.
Michelle shares how she distinguishes specialization from true differentiation, why personalization only works when it's rooted in deep pattern recognition rather than checkboxes, and how she helps women navigate the shame, fear, and betrayal that often accompany financial transitions. We also explore how AI raises the floor for advisors while raising the bar for the human judgment layer, and why repetition, patience, and emotional intelligence are non-negotiable when clients are in crisis.
"You have to learn it. You have to learn each and every scenario."
A conversation about what it really takes to build trust, restore confidence, and deliver the kind of depth that generic advice can never replicate.
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