Welcome to “Knowing Me, Knowing You”
The Podcast for the Future of Wealth Management
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Latest Episode
Radical Responsibility: How Data Empowers Financial Autonomy with Colleen Wilson
March 26, 2025
In this episode we talk with Colleen Wilson, Chief Product Officer at Best Egg, about how wealth management can move beyond risk scores and spreadsheets to build real, human relationships
Knowing Me, Knowing You
…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.
Radical Responsibility: How Data Empowers Financial Autonomy with Colleen Wilson
In this episode we talk with Colleen Wilson, Chief Product Officer at Best Egg, about how wealth management can move beyond risk scores and spreadsheets to build real, human relationships.
Winning the Wealth Transfer: Cheryl Nash on the Future of Tech in Wealth Management
In this episode, we’re talking with Cheryl Nash, president of APL at InvestCloud, to explore how AI, data, and digital tools are transforming the advisor-client experience.
Introducing Knowing Me, Knowing You: The Future of Financial Discovery Starts Here
Welcome to Knowing Me, Knowing You! Wealth management is at a turning point—clients demand more than investment management
Why Financial Intimacy Matters for You and Your Practice with Ed Coambs
In this episode Ed Coambs, a leader in the field and Founder of Healthy Love and Money, breaks the silence around financial therapy