Knowing Me, Knowing You
Marla Sofer
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About This Podcast
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.
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Recent Episodes
64. Why Advisor Growth Feels Broken Right Now
Every wealth management firm wants growth. More leads. More meetings. More assets. Yet despite increased spending on marketing, lead generation platforms, AI outreach, and prospecting tools, many…
63. Why Retirement Planning Starts with Purpose, Not Risk with Gary Preisser
For decades, retirement planning has revolved around a familiar process: determine a client's risk tolerance, build a diversified portfolio, and hope the numbers work out. But what if that entire…
62. The Missing Piece in Financial Planning with Sonya Lutter
In this episode, I sit down with Sonya Lutter, Certified Financial Planner, licensed marriage and family therapist, and a leading voice at the intersection of money and mental health. As a co-founder…
61. Defining a Range of Good with Natalie Taylor
In this episode, I sit down with Natalie Taylor, CFP®, nationally recognized financial planner, fintech consultant, and founder of the Goodland Group, to explore what it really means to deliver…
60. Purpose Over Profit in Financial Planning with Wesley Rowlands
In this episode, I sit down with Wesley Rowlands, partner and advisor at Atikan Wealth Partners, to explore a different approach to financial planning that starts with purpose, not products. With…
59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby
In this episode, I sit down with Dr. Daniel Crosby, psychologist, New York Times bestselling author, and Chief Behavioral Officer at Orion Advisor Solutions. Daniel has spent nearly two decades…
59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby
In this episode, I sit down with Dr. Daniel Crosby, psychologist, New York Times bestselling author, and Chief Behavioral Officer at Orion Advisor Solutions. Daniel has spent nearly two decades…
58. The Human Edge in Financial Planning: How Psychology Beats Numbers with Matt Goren
In this episode, I sit down with Matt Goren, a driving force behind the modern financial planning education movement. As Chief Strategy Officer at Danko Education and director of curriculum at the…
57. Why Trust Is the Foundation of Financial Services with Amanda Estiverne-Colas
Financial institutions are great at planning for the predictable, but what happens when life doesn't follow the plan? A divorce, a medical crisis, a leaky roof. These are the moments that reveal…
56. Why Advisors Lose Prospects Before the First Meeting Even Begins
Every advisor knows the feeling. A promising prospect sits across from you, nods through the whole conversation, says it was helpful, and then disappears. Most advisors chalk it up to competition or…
55. Steven Tenney on Building RIAs That Thrive Beyond the Founder
If you’re an advisor trying to grow your firm while still buried in the day-to-day of clients and operations, this episode will hit home. Steven Tenney has spent over three decades in wealth…
54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs
Tim Hamilton has spent nearly two decades helping builders - entrepreneurs, founders, and high-growth professionals - navigate the complex side of wealth. From managing concentrated assets to…
53. Shaun Williams Sailed the World and Came Back With a New View of Wealth
Shaun Williams started his career in one of the fastest environments in finance, trading options on the Chicago Board of Options Exchange. Then he did something a little off script for someone in…
52. Advisors Don’t Leave for Money Alone with Shelby Nicholl
Most firms assume advisors leave for a bigger payout. That assumption is costing them.In this conversation, Shelby Nicholl shares what actually pushes advisors to make a move. Sometimes it’s…
51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management
You cannot “move fast and break things” when you’re responsible for someone’s retirement, their kids’ education, or the business they built over 30 years. So why are so many advisors still borrowing…
50. The Growth Unlock Advisors Ignore: Trading Efficiency for Effectiveness with Dr. Meg Lurtz
Advisors are trained to solve technical problems, but most client relationships don’t strain at the technical layer, but at the emotional one.In this conversation, Marla sits down with behavioral…
49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth
Clients walk into meetings informed now. They’ve read articles, run scenarios, and heard opinions from everywhere, yet many still leave unsure about what actually fits their life. That moment reveals…
48. Context is The New Advantage in Wealth Management with Jim Roth
Think about how often growth introduces distance in the client-advisor relationships. More clients, more systems, more noise, and suddenly the conversations feel thinner even when the service is…
47. The Decisions That Make or Break an RIA Transition
Whether you're acquiring a firm, merging teams, or preparing for succession, the thing that tends to crack first is trust.In this solo episode, Marla unpacks what really causes client relationships…
46. A 3-Part Playbook for Advisors Who Want to Stand Out
Every year brings new tools, new language, and new promises about growth, and last year was no different. Advisors adopted AI, expanded their services, and refined their processes, but many firms…
Frequently Asked Questions
Knowing Me, Knowing You has published 65 episodes since February 2025, covering topics in Business, Health & Fitness.
Knowing Me, Knowing You is currently highly active with new episodes weekly. Average episode length is 32m.
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