EPISODE · Sep 23, 2025 · 32 MIN
30. The 2 Greatest Differentiators in Financial Planning Today: Pat Sweeny, Co-Founder of Symmetry Partners and Apella Wealth, on What Sets Firms Apart
from Knowing Me, Knowing You · host Marla Sofer
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 successful investors. Little did he know that three decades later, his RIA would be managing more than $8 billion, and financial planning and behavioral finance would become the norm in the industry rather than the exception.In this episode, Pat talks about his decisions over the years, what he sees as the only differentiators in the industry now, why he believes we’re in a golden age of financial advice, and how behavioral finance changes everything. Tune in to hear the whole conversation!Connect with us! Patrick Sweeny on LinkedInApella WealthMarla Sofer on LinkedInKnomee
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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 successful investors. Little did he know that three decades later, his RIA would be managing more than $8 billion, and financial planning and behavioral finance would become the norm in the industry rather than the exception. In this episode, Pat talks about...
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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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