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.
Episodes
37 episodes
36. What if Your Financial Advisor Listened Like Your Doctor? Asking the Right Questions, with Tony Steuer
What if financial advisors approached their clients like doctors approach sick patients, with a goal of listening and understanding first, and only then moving on to diagnose and treat? It’s a movement that is catching on, and author Tony Steue...
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27:20
35. Louis Barajas is Helping the Latino Community Achieve ‘Financial Dignity’
The perception that financial planning is “just for rich people” hurts both prospects and advisors. With the help of AI and fintech innovators like Knomee, Louis Barajas believes financial planning can help underserved communities now more than...
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36:23
34. Alignment is in the Eye of the Beholder: A Conversation on Values-Based Investing with Nick Flores
ESG —Environmental, Social, and Governance— is a dirty word. “Socially Responsible Investing” never really caught on. It’s enough to cause socially minded advisors and investors to throw up their hands. What’s next for advisors who want to prov...
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35:07
33. Where Financial Planning & Psychology Overlap with Nathan Astle
“I’m not a therapist, how can I help my clients work through their issues with money?” With the rise of behavioral finance and younger generations seeking more emotional support, this question is becoming more and more common among advisors. En...
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29:23
32. If We’re Going to Get It Right, It’s Now with Molly Weiss
What do you get when you combine AI, the great wealth transfer, and more women controlling money than ever before? According to Molly Weiss, Group President of Wealth Management Platform at Envestnet, you get the perfect moment to transform how...
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29:54
31. Happy Advisors, Happy Clients: The Key to Better Client Experiences with Steph Condra
What if larger financial firms sought to understand their advisors the way advisors seek to understand their clients? Steph Condra shares how this approach has landed Wellington-Altus the top spot on the “Top-Rated Investment Dealer in Canada” ...
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30:33
30. The 2 Greatest Differentiators in Financial Planning Today: Pat Sweeny, Co-Founder of Symmetry Partners and Apella Wealth, on What Sets Firms Apart
In 1993, Pat Sweeny decided he wanted to be a different type of advisor. Rather than focus on his commission and selling mutual funds, he founded an RIA that was focused on financial planning and helping clients understand how to be more succes...
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32:20
29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors
What if wealth management didn’t just serve the wealthy?Laura Combs is flipping the script on who gets access to high-quality financial advice. As Executive Managing Director at Mercer Advisors and co-founder of its Wealth Path Group...
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31:05
28. There’s Always a Silver Lining: The Power of Community in Wealth Management with Tina Powell, Chief of Community at Intention.ly
Tina Powell refuses to quit.Nearly three years after being diagnosed with stage 4 lung cancer, she’s still in the fight for her health, and for the health of the industry she inspires. Today, as Chief of Community at Intention.ly, Tina l...
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35:33
27. 4,000 ETFs. One Right Fit. How to Cut Through the Noise with Elisabeth Kashner, VP and Director of Global Funds Research and Analytics at FactSet
ETFs have leveled the playing field for advisors and investors alike. Funds that were once available only to the largest firms are now available to anyone. In this episode, we talk to Elisabeth Kashner, VP and Director of Global Funds Research ...
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29:23
26. Changing the World One Business at a Time: Grace Belangia, Co-Founder of Make Startups, on the Power of Entrepreneurship
Grace Belangia believes in the power of entrepreneurs so deeply that she frequently refers to entrepreneurship as “the backbone of democracy.” That’s why she’s dedicated her life to helping entrepreneurs bring their visions to life through her ...
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31:04
25. Forms? Where We’re Going, We Don’t Need Forms: AI & the Future of Financial Forms with Rich Walker
When Rich Walker founded Quik!, he set out to tackle one of the most frustrating inefficiencies in wealth management: endless paperwork. Twenty-three years later, he is still on that mission, now with AI as his ultimate tool to make paper forms...
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32:41
24. Capital Gives You Wings: UBS Wealth Vice Chair, Jennifer Povlitz, on Wealth & Influence
Capital Gives You Wings: Jennifer Povlitz on Wealth, Purpose & Generational ImpactWhen UBS Global Wealth Management U.S. Vice Chair Jennifer Povlitz talks about money, she’s really talking about possibility. Drawing o...
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30:21
23. Can Gen AI Solve the Financial Industry’s Data Problem? Sandeep Mangaraj Thinks So
When it comes to leveraging AI to scale financial services, you’d be hard-pressed to find a bigger proponent than Sandeep Mangaraj, co-founder and managing partner of Aileron Group. The data problem of the financial world has always been a stic...
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34:50
22. The ‘Right’ Way to Invest: Why so Many Advisors Don’t Follow Best Practices and What to Do About It with Dr. Harry Mamaysky
Harry Mamaysky gets the feeling that a lot of advisors aren’t keeping up with the latest research – or any research at all, for that matter. And he’s not here to blame advisors! The financial industry is incentivized to attract new clients, whi...
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35:45
21. Climbing Your Financial Everest: Cokie Cox on Wealth, Freedom, and Designing Your Perfect Day
Some days, the mountain is Everest, and other days, it’s just keeping up with your mammogram appointment. No matter what it is, you need clarity to recognize it. And to climb it! Cokie Cox, our guest on this episode of Knowing Me, Knowing Y...
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28:34
20. Build a Brand That Makes Others Trust You: A Conversation with Abby Salameh
In today’s fast-changing wealth landscape, differentiation is survival. Abby Salameh, Chief Growth Officer at RFG Advisory, believes that every advisor has a story worth telling and that it has nothing to do with the services they offer. To bui...
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28:42
19. A Master Community Builder for Women, Caterina Rando Shares Tips for Wealth Managers
“I remember meeting with a financial planner, and feeling talked down to, not feeling empowered.” When women feel heard, seen, and genuinely supported, they are capable of anything. Caterina Rando is an expert community builder. She...
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29:08
18. Purpose After Service: Richard Comitz Helps Veterans Serve as Civilians After Serving our Country
This July 4th, we celebrate freedom & purpose, and honor the people who have dedicated their lives to protecting it.Lieutenant Colonel Richard Comitz served in the U.S. Army for over 20 years.West Point grad. PhD in organic chemi...
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29:30
17. “I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs
The best financial plan doesn’t start with what you have, but with who you are. And that’s exactly the kind of plan Jessica Gibbs, CFP® and partner at Monument Wealth Management, helps her clients build. In this episode of Knowing Me, Knowi...
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27:31
16. Ditching the Tech Stack: Farther’s Approach to Simplifying Financial Advice with Taylor Matthews
If you’re juggling 80 different software platforms to run your advisory practice, you’re not alone. As crazy as it sounds, it's the reality one advisor shared with Taylor Matthews, Founder of Farther, before joining their platform.In thi...
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27:40
15. Not a Niche: Building a Movement in Fintech and Media with Nicole Casperson
Nicole Casperson doesn’t believe women lack confidence with money. She believes they’ve been written out of the story.As a journalist-turned-founder of Fintech is Femme, Nicole has spent the last few years reframing the narrative that su...
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41:14
14. The Confidence to Align Money and Purpose: Sonja Strzoda on Financial Empowerment
Sonja Strzoda built her career in global asset management, advising boards, executives, and investors for over 25 years. She has seen what financial security looks like behind the scenes and why so many people, especially women, still feel unpr...
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28:23
13. “The Future Belongs to Incumbents Who Modernize” Kendra Thompson on Transforming Wealth From the Inside
Kendra Thompson led wealth management strategy in roles at Accenture and Deloitte Canada, giving her a front-row seat to what Fortune500 broker-dealers, banks, insurers, and retirement firms were planning behind closed doors… and what didn’t wo...
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36:56
12. Technology as the Table: Creating Shared Space for Advisors and Clients with Rod Sayegh
He helped a lesbian artist escape persecution and launch an international career. What does that have to do with wealth management? Everything.In this unforgettable episode, Rod Sayegh, Chief Digital Officer at Fiduciary Trust and co-fou...
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34:27