The Future of Wealth Management Starts with Understanding Your Clients—Deeply
You Know Your Clients—But Do You Know What Drives Their Decisions?
Wealth management has always been built on relationships. And you know your clients well. You’ve built trust, helped them plan for the future, and guided them through market shifts.
But appetites are changing. Clients expect more from their financial relationships. They don’t just want wealth management—they want wealth alignment.
To grow and retain your business, you need to meet clients where they are today—understanding the dynamic, emotional realities that dictate their financial choices.
What beliefs shape their money decisions?
How do life transitions impact their financial confidence?
What are their fears, goals, and priorities beyond their portfolios?
A client’s relationship with money isn’t always clear—even to them. That unknown can keep you, as an advisor, from helping them create lasting behavior change.
You may not be accustomed to asking about values.
Or you might not know how.
Maybe you’re already using cards, questionnaires, or archetype tools—but these are rigid & static, and people aren’t.
So how do you solve for this?
That’s exactly what we’re diving into in Knowing Me, Knowing You—The Podcast for the Future of Wealth Management.
A New Era of Client Engagement Starts Here
Each week, we’ll sit down with top minds in:
Wealth management—to explore strategies for deeper client engagement.
Behavioral finance—to uncover the psychology behind financial decisions.
Wealth tech & fintech innovation—to review the latest in personalized advice at scale.
Succession & transition planning—to ensure firms retain clients across life and advisor transitions.
We’ll tackle the questions that actually matter
How do you uncover what truly matters to your clients?
What’s driving financial decisions beneath the surface?
How can firms connect meaningfully across generations?
What are the biggest blind spots in financial services today?
How do we evolve client discovery to drive business growth?
Who Is This Podcast For?
Wealth Managers & Leaders – Looking to differentiate, drive business growth, and future-proof their practice.
Asset Managers & Fintech Innovators – Exploring hyper-personalization’s next frontier
Investors – Who want their money to reflect their priorities and values.If you’re serious about client retention, growth, and evolving your practice for the future—this podcast is for you.
Why I Started This Podcast
I’ve spent 25 years at the intersection of finance, technology, and behavioral science, leading digital wealth & asset management initiatives at JPMorgan, BlackRock, Microsoft, and fintech pioneers.
I’ve seen how firms struggle to create lasting, trust-based client relationships. Not because they don’t want to, but because they don’t always have the right tools to capture, track, and act on what truly matters to clients.
I built Knomee to solve this.
Because financial relationships should evolve alongside clients—not stay stuck in static, incorrect, or irrelevant data.
Because understanding values, motivations, and behavior is just as critical as understanding assets.
At the end of the day, products don’t build relationships—understanding does. That’s what Knowing Me, Knowing You is here to explore.
Curious about Redefining Client Discovery?
📩 Subscribe now.
We’re not here for surface-level conversations. We’re here to challenge conventional thinking and deliver insights you can act on today.
🎧 Listen on:
👥 Join the conversation:
Connect with me on LinkedIn and share your biggest client discovery challenges.
Share this podcast with a colleague who’s ready to rethink client engagement.
Bring Knomee into your firm—because the future of wealth management starts with knowing who you serve, or want to serve.
🚀 Let’s get started.
