All Episodes
Knowing Me, Knowing You — 66 episodes
65. The Organic Growth Problem with Mark Tibergien
64. Why Advisor Growth Feels Broken Right Now
63. Why Retirement Planning Starts with Purpose, Not Risk with Gary Preisser
62. The Missing Piece in Financial Planning with Sonya Lutter
61. Defining a Range of Good with Natalie Taylor
60. Purpose Over Profit in Financial Planning with Wesley Rowlands
59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby
58. The Human Edge in Financial Planning: How Psychology Beats Numbers with Matt Goren
57. Why Trust Is the Foundation of Financial Services with Amanda Estiverne-Colas
56. Why Advisors Lose Prospects Before the First Meeting Even Begins
55. Steven Tenney on Building RIAs That Thrive Beyond the Founder
54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs
53. Shaun Williams Sailed the World and Came Back With a New View of Wealth
52. Advisors Don’t Leave for Money Alone with Shelby Nicholl
51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management
50. The Growth Unlock Advisors Ignore: Trading Efficiency for Effectiveness with Dr. Meg Lurtz
49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth
48. Context is The New Advantage in Wealth Management with Jim Roth
47. The Decisions That Make or Break an RIA Transition
46. A 3-Part Playbook for Advisors Who Want to Stand Out
45. The Emotional and Practical Reality of Life After an Exit with Sriram Gollapalli
44. This is Why Clients Don’t Hear Your Value with Kathleen Burns Kingsbury
43. This One Tool Changed How I Connect With Every Client with Emily Rassam
42. Fintech’s Godfather on Rising Client Demands: A Conversation with Peter Renton
41. The Emotional Load Women Carry in Divorce with Tatiana Sunik
40. The Future of Digital Identity and the Human Side of Trust with Jackie Shoback
39. Aligning Health and Wealth: Five Pillars of Energy, Focus, and Purpose with Dr. Pat Boulogne
38. Why Investing in Women CEOs Is Smart Business with Patricia Lizarraga
37. A Mother’s Lesson That Changed Phil Weiss
36. It All Starts with Asking the Right Questions, with Tony Steuer of the Get Ready Movement
35. Louis Barajas is Helping the Latino Community Achieve ‘Financial Dignity’
34. Alignment is in the Eye of the Beholder: A Conversation on Values-Based Investing with Nick Flores
33. Where Financial Planning & Psychology Overlap with Nathan Astle
32. If We’re Going to Get It Right, It’s Now with Molly Weiss
31. Happy Advisors, Happy Clients: The Key to Better Client Experiences with Steph Condra
30. The 2 Greatest Differentiators in Financial Planning Today: Pat Sweeny, Co-Founder of Symmetry Partners and Apella Wealth, on What Sets Firms Apart
29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors
28. There’s Always a Silver Lining: The Power of Community in Wealth Management with Tina Powell, Chief of Community at Intention.ly
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
26. Changing the World One Business at a Time: Grace Belangia, Co-Founder of Make Startups, on the Power of Entrepreneurship
25. Forms? Where We’re Going, We Don’t Need Forms: AI & the Future of Financial Forms with Rich Walker
24. Capital Gives You Wings: UBS Wealth Vice Chair, Jennifer Povlitz, on Wealth & Influence
23. Can Gen AI Solve the Financial Industry’s Data Problem? Sandeep Mangaraj Thinks So
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
21. Climbing Your Financial Everest: Cokie Cox on Wealth, Freedom, and Designing Your Perfect Day
20. Build a Brand That Makes Others Trust You: A Conversation with Abby Salameh
19. A Master Community Builder for Women, Caterina Rando Shares Tips for Wealth Managers
18. Purpose After Service: Richard Comitz Helps Veterans Serve as Civilians After Serving our Country
17. “I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs
16. Ditching the Tech Stack: Farther’s Approach to Simplifying Financial Advice with Taylor Matthews
15. Not a Niche: Building a Movement in Fintech and Media with Nicole Casperson
14. The Confidence to Align Money and Purpose: Sonja Strzoda on Financial Empowerment
13. “The Future Belongs to Incumbents Who Modernize” Kendra Thompson on Transforming Wealth From the Inside
12. Technology as the Table: Creating Shared Space for Advisors and Clients with Rod Sayegh
11. Advisors in Motion: A Bad Move Could Cost You Your Legacy with Jake Saba
10. Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice
9. We’re Not Here to Preach. We’re Here to Get It Done | Miye Wire’s Award-Winning Approach to Financial Planning
8. What the Pentagon’s Futurist Can Teach Us About Wealth with Brian David Johnson
7. Women, Money, and the $30 Trillion Opportunity with Cary Carbonaro
6. Money Shame and the Body-Money Connection with Bari Tessler
5. Beyond Money: Building Intergenerational Financial Wellness with Theodora Lau
4. Radical Responsibility: How Data Empowers Financial Autonomy with Colleen Wilson
3. Why Financial Intimacy Matters For You and Your Practice with Ed Coambs
2. Winning the Wealth Transfer: Cheryl Nash on the Future of Tech in Wealth Management
1. Introducing Knowing Me, Knowing You: The Future of Financial Discovery Starts Here
Knowing Me, Knowing You Trailer