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
68 episodes
67. Navigating the Mental Blind Spots of Wealthy Professionals with Edward Karan
Most successful professionals handle massive complexity at work, but feel completely overwhelmed by their own financial clutter. Papers pile up, accounts sit scattered across institutions, and a five-million-dollar portfolio still looks exactly...
66. The Velocity of Money: What a Reverse Mortgage Can Really Do with Kevin Gutman
Most people hear the words "reverse mortgage" and shut down. The reputation precedes the product, and for decades, that reputation wasn't good. But the landscape has changed, and so has the conversation around what home equity can actually do f...
65. The Organic Growth Problem with Mark Tibergien
Every wealth management firm wants organic growth. Few achieve it consistently.In this episode of Knowing Me, Knowing You, we sit down with Mark Tibergien, one of the most influential voices in the evolution of the RIA industry. As the l...
64. Why Advisor Growth Feels Broken Right Now
Every wealth management firm wants growth. More leads. More meetings. More assets. Yet despite increased spending on marketing, lead generation platforms, AI outreach, and prospecting tools, many advisors are finding that growth feels harder th...
63. Why Retirement Planning Starts with Purpose, Not Risk with Gary Preisser
For decades, retirement planning has revolved around a familiar process: determine a client's risk tolerance, build a diversified portfolio, and hope the numbers work out. But what if that entire framework starts in the wrong place?In th...
62. The Missing Piece in Financial Planning with Sonya Lutter
In this episode, I sit down with Sonya Lutter, Certified Financial Planner, licensed marriage and family therapist, and a leading voice at the intersection of money and mental health. As a co-founder of the Financial Therapy Association, Sonya ...
61. Defining a Range of Good with Natalie Taylor
In this episode, I sit down with Natalie Taylor, CFP®, nationally recognized financial planner, fintech consultant, and founder of the Goodland Group, to explore what it really means to deliver advice that works in real life and not just on pap...
60. Purpose Over Profit in Financial Planning with Wesley Rowlands
In this episode, I sit down with Wesley Rowlands, partner and advisor at Atikan Wealth Partners, to explore a different approach to financial planning that starts with purpose, not products. With nearly two decades of experience and a deeply pe...
59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby
In this episode, I sit down with Dr. Daniel Crosby, psychologist, New York Times bestselling author, and Chief Behavioral Officer at Orion Advisor Solutions. Daniel has spent nearly two decades bridging the gap between academic behavioral scien...
58. The Human Edge in Financial Planning: How Psychology Beats Numbers with Matt Goren
In this episode, I sit down with Matt Goren, a driving force behind the modern financial planning education movement. As Chief Strategy Officer at Danko Education and director of curriculum at the Global Financial Planning Institute, Matt helps...
57. Why Trust Is the Foundation of Financial Services with Amanda Estiverne-Colas
Financial institutions are great at planning for the predictable, but what happens when life doesn't follow the plan? A divorce, a medical crisis, a leaky roof. These are the moments that reveal whether the financial system was really built for...
56. Why Advisors Lose Prospects Before the First Meeting Even Begins
Every advisor knows the feeling. A promising prospect sits across from you, nods through the whole conversation, says it was helpful, and then disappears. Most advisors chalk it up to competition or timing. But what if the real problem happened...
55. Steven Tenney on Building RIAs That Thrive Beyond the Founder
If you’re an advisor trying to grow your firm while still buried in the day-to-day of clients and operations, this episode will hit home. Steven Tenney has spent over three decades in wealth management, from building his own RIA to advising lea...
54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs
Tim Hamilton has spent nearly two decades helping builders - entrepreneurs, founders, and high-growth professionals - navigate the complex side of wealth. From managing concentrated assets to life-changing events like home purchases, new childr...
53. Shaun Williams Sailed the World and Came Back With a New View of Wealth
Shaun Williams started his career in one of the fastest environments in finance, trading options on the Chicago Board of Options Exchange. Then he did something a little off script for someone in that world: he stepped away from the trading flo...
52. Advisors Don’t Leave for Money Alone with Shelby Nicholl
Most firms assume advisors leave for a bigger payout. That assumption is costing them.In this conversation, Shelby Nicholl shares what actually pushes advisors to make a move. Sometimes it’s compensation, but more often than not it is a ...
51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management
You cannot “move fast and break things” when you’re responsible for someone’s retirement, their kids’ education, or the business they built over 30 years. So why are so many advisors still borrowing playbooks from tech without asking what actua...
50. The Growth Unlock Advisors Ignore: Trading Efficiency for Effectiveness with Dr. Meg Lurtz
Advisors are trained to solve technical problems, but most client relationships don’t strain at the technical layer, but at the emotional one.In this conversation, Marla sits down with behavioral finance expert Meghaan Lurtz, Ph.D...
49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth
Clients walk into meetings informed now. They’ve read articles, run scenarios, and heard opinions from everywhere, yet many still leave unsure about what actually fits their life. That moment reveals where advice either deepens or flattens. In ...
48. Context is The New Advantage in Wealth Management with Jim Roth
Think about how often growth introduces distance in the client-advisor relationships. More clients, more systems, more noise, and suddenly the conversations feel thinner even when the service is strong on paper. Advisors rarely lose clients bec...
47. The Decisions That Make or Break an RIA Transition
Whether you're acquiring a firm, merging teams, or preparing for succession, the thing that tends to crack first is trust.In this solo episode, Marla unpacks what really causes client relationships to weaken during transitions, even when...
46. A 3-Part Playbook for Advisors Who Want to Stand Out
Every year brings new tools, new language, and new promises about growth, and last year was no different. Advisors adopted AI, expanded their services, and refined their processes, but many firms still felt a sense of sameness creeping in. The ...
45. The Emotional and Practical Reality of Life After an Exit with Sriram Gollapalli
After an exit, money stops behaving like a simple scorecard and starts to carry a different weight, one that brings freedom and pressure at the same time. That tension runs through this conversation with Sriram Gollapalli, as he reflects on wha...
44. This is Why Clients Don’t Hear Your Value with Kathleen Burns Kingsbury
This episode will challenge everything you've been taught about pitching your services. It’s not about what you offer, but about how clients feel. If you’re still leading with your planning process, it’s time you realize that your clie...
43. This One Tool Changed How I Connect With Every Client with Emily Rassam
Emily Rassam has spent nearly two decades listening to people talk about their money, their fears, their dreams, and the hidden stories that shape their decisions. Over time, she began to notice something: the most transformative part of planni...