Knowing Me, Knowing You
By Marla Sofer
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Category: Investing
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Episodes: 86
Description
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.
| Episode | Date |
|---|---|
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85. The Firms That Win Will Know Their Clients Better with Ashley White and Whitney Pappas
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Nov 10, 2026 |
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84. The Million-Dollar Recruiting Mistake: Why Knowing the Advisor Changes Everything
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Nov 03, 2026 |
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83. Good Service vs Truly Knowing Your Client with Hayley Block
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Oct 27, 2026 |
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82. Wealth Is Not Just Money. It's Alignment With Who You Are with Breanna Rae Blaney
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Oct 20, 2026 |
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81. There Is No Best Financial Strategy. There’s a Best Strategy for You with Ben Rapp
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Oct 13, 2026 |
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80. The Future of Wealth Starts With Being Heard with Chad Coe
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Oct 06, 2026 |
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79. Derrick Kinney Says the Best Financial Conversations Start With the Person
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Sep 29, 2026 |
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78. Why Money Is the Tool, Not the Goal with Mike Milligan
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Sep 22, 2026 |
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77. The Advisors Who Grow Are the Ones Who Stay Relevant with Mando Salivanti
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Sep 16, 2026 |
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76. The Future Doesn't Happen to You. You Build It with Brian David Johnson
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Sep 07, 2026 |
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75. Why Better Questions Lead to Better Investment Decisions with John Cole Scott
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Sep 01, 2026 |
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74. From Wife to CFO: How Divorce Became a Launchpad for Financial Empowerment
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Aug 18, 2026 |
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73. When AI Makes Investing Table Stakes, Understanding People Becomes the Advantage Advice with Chad Taylor
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Aug 11, 2026 |
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72. Joe Duran on Why Great Financial Advice Starts with Understanding People
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Aug 04, 2026 |
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71. Your Firm Doesn't Have a Marketing Problem
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Jul 28, 2026 |
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70. Why Your Growth and Tech Strategies Are the Same Thread with Erica Rodrigues and Morgan Bell
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Jul 21, 2026 |
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69. Why the First 30 Minutes of Wealth Management is Broken
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Jul 14, 2026 |
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68. Beyond the Spreadsheet: Unlocking the Human Side of Wealth Management with Frank Corrado
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Jul 07, 2026 |
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67. Navigating the Mental Blind Spots of Wealthy Professionals with Edward Karan
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Jun 30, 2026 |
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66. The Velocity of Money: What a Reverse Mortgage Can Really Do with Kevin Gutman
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Jun 23, 2026 |
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65. The Organic Growth Problem with Mark Tibergien
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Jun 16, 2026 |
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64. Why Advisor Growth Feels Broken Right Now
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Jun 09, 2026 |
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63. Why Retirement Planning Starts with Purpose, Not Risk with Gary Preisser
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Jun 02, 2026 |
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62. The Missing Piece in Financial Planning with Sonya Lutter
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May 12, 2026 |
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61. Defining a Range of Good with Natalie Taylor
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May 05, 2026 |
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60. Purpose Over Profit in Financial Planning with Wesley Rowlands
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Apr 28, 2026 |
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59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby
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Apr 22, 2026 |
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58. The Human Edge in Financial Planning: How Psychology Beats Numbers with Matt Goren
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Apr 14, 2026 |
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57. Why Trust Is the Foundation of Financial Services with Amanda Estiverne-Colas
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Apr 07, 2026 |
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56. Why Advisors Lose Prospects Before the First Meeting Even Begins
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Mar 31, 2026 |
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55. Steven Tenney on Building RIAs That Thrive Beyond the Founder
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Mar 24, 2026 |
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54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs
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Mar 17, 2026 |
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53. Shaun Williams Sailed the World and Came Back With a New View of Wealth
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Mar 10, 2026 |
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52. Advisors Don’t Leave for Money Alone with Shelby Nicholl
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Mar 03, 2026 |
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51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management
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Feb 24, 2026 |
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50. The Growth Unlock Advisors Ignore: Trading Efficiency for Effectiveness with Dr. Meg Lurtz
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Feb 17, 2026 |
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49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth
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Feb 03, 2026 |
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48. Context is The New Advantage in Wealth Management with Jim Roth
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Jan 27, 2026 |
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47. The Decisions That Make or Break an RIA Transition
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Jan 21, 2026 |
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46. A 3-Part Playbook for Advisors Who Want to Stand Out
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Jan 13, 2026 |
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45. The Emotional and Practical Reality of Life After an Exit with Sriram Gollapalli
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Jan 06, 2026 |
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44. This is Why Clients Don’t Hear Your Value with Kathleen Burns Kingsbury
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Dec 30, 2025 |
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43. This One Tool Changed How I Connect With Every Client with Emily Rassam
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Dec 23, 2025 |
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42. Fintech’s Godfather on Rising Client Demands: A Conversation with Peter Renton
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Dec 16, 2025 |
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41. The Emotional Load Women Carry in Divorce with Tatiana Sunik
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Dec 09, 2025 |
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40. The Future of Digital Identity and the Human Side of Trust with Jackie Shoback
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Dec 02, 2025 |
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39. Aligning Health and Wealth: Five Pillars of Energy, Focus, and Purpose with Dr. Pat Boulogne
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Nov 25, 2025 |
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38. Why Investing in Women CEOs Is Smart Business with Patricia Lizarraga
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Nov 18, 2025 |
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37. A Mother’s Lesson That Changed Phil Weiss
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Nov 11, 2025 |
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36. It All Starts with Asking the Right Questions, with Tony Steuer of the Get Ready Movement
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Nov 04, 2025 |
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35. Louis Barajas is Helping the Latino Community Achieve ‘Financial Dignity’
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Oct 28, 2025 |
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34. Alignment is in the Eye of the Beholder: A Conversation on Values-Based Investing with Nick Flores
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Oct 21, 2025 |
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33. Where Financial Planning & Psychology Overlap with Nathan Astle
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Oct 14, 2025 |
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32. If We’re Going to Get It Right, It’s Now with Molly Weiss
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Oct 07, 2025 |
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31. Happy Advisors, Happy Clients: The Key to Better Client Experiences with Steph Condra
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Sep 30, 2025 |
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30. The 2 Greatest Differentiators in Financial Planning Today: Pat Sweeny, Co-Founder of Symmetry Partners and Apella Wealth, on What Sets Firms Apart
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Sep 23, 2025 |
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29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors
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Sep 15, 2025 |
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28. There’s Always a Silver Lining: The Power of Community in Wealth Management with Tina Powell, Chief of Community at Intention.ly
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Sep 09, 2025 |
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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
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Sep 02, 2025 |
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26. Changing the World One Business at a Time: Grace Belangia, Co-Founder of Make Startups, on the Power of Entrepreneurship
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Aug 26, 2025 |
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25. Forms? Where We’re Going, We Don’t Need Forms: AI & the Future of Financial Forms with Rich Walker
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Aug 19, 2025 |
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24. Capital Gives You Wings: UBS Wealth Vice Chair, Jennifer Povlitz, on Wealth & Influence
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Aug 12, 2025 |
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23. Can Gen AI Solve the Financial Industry’s Data Problem? Sandeep Mangaraj Thinks So
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Aug 05, 2025 |
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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
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Jul 29, 2025 |
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21. Climbing Your Financial Everest: Cokie Cox on Wealth, Freedom, and Designing Your Perfect Day
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Jul 22, 2025 |
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20. Build a Brand That Makes Others Trust You: A Conversation with Abby Salameh
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Jul 15, 2025 |
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19. A Master Community Builder for Women, Caterina Rando Shares Tips for Wealth Managers
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Jul 08, 2025 |
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18. Purpose After Service: Richard Comitz Helps Veterans Serve as Civilians After Serving our Country
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Jul 01, 2025 |
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17. “I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs
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Jun 24, 2025 |
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16. Ditching the Tech Stack: Farther’s Approach to Simplifying Financial Advice with Taylor Matthews
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Jun 17, 2025 |
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15. Not a Niche: Building a Movement in Fintech and Media with Nicole Casperson
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Jun 10, 2025 |
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14. The Confidence to Align Money and Purpose: Sonja Strzoda on Financial Empowerment
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Jun 03, 2025 |
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13. “The Future Belongs to Incumbents Who Modernize” Kendra Thompson on Transforming Wealth From the Inside
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May 27, 2025 |
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12. Technology as the Table: Creating Shared Space for Advisors and Clients with Rod Sayegh
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May 20, 2025 |
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11. Advisors in Motion: A Bad Move Could Cost You Your Legacy with Jake Saba
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May 13, 2025 |
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10. Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice
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May 06, 2025 |
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9. We’re Not Here to Preach. We’re Here to Get It Done | Miye Wire’s Award-Winning Approach to Financial Planning
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Apr 29, 2025 |
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8. What the Pentagon’s Futurist Can Teach Us About Wealth with Brian David Johnson
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Apr 22, 2025 |
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7. Women, Money, and the $30 Trillion Opportunity with Cary Carbonaro
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Apr 15, 2025 |
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6. Money Shame and the Body-Money Connection with Bari Tessler
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Apr 08, 2025 |
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5. Beyond Money: Building Intergenerational Financial Wellness with Theodora Lau
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Apr 01, 2025 |
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4. Radical Responsibility: How Data Empowers Financial Autonomy with Colleen Wilson
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Mar 25, 2025 |
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3. Why Financial Intimacy Matters For You and Your Practice with Ed Coambs
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Mar 18, 2025 |
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2. Winning the Wealth Transfer: Cheryl Nash on the Future of Tech in Wealth Management
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Mar 11, 2025 |
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1. Introducing Knowing Me, Knowing You: The Future of Financial Discovery Starts Here
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Mar 04, 2025 |
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Knowing Me, Knowing You Trailer
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Feb 26, 2025 |