Knowing Me, Knowing You

Marla Sofer
  • 5.0 (24)
  • Investing
  • Updated Weekly

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.

  1. Sep 7

    76. The Future Doesn't Happen to You. You Build It with Brian David Johnson

    The future often feels unpredictable, especially as technology reshapes how we live, work, and make decisions. But what if the future isn't something that simply happens to us? What if the most important question isn't what AI will do next, but what kind of future we want to create for ourselves? In this episode, I am sharing one of my favorite conversations with, Brian David Johnson, futurist, engineer, professor, and former Chief Futurist at Intel, to explore the power of agency in an age of accelerating innovation. We discuss future casting, the importance of human centered technology, why trust must remain at the core of every technological advancement, and how curiosity and optimism shape better outcomes than fear ever will. Whether you're leading a business, advising clients, or simply thinking about your own future, this conversation is a reminder that the strongest decisions begin by understanding what matters most and intentionally building toward it. Connect with us!  Marla Sofer on LinkedInKnomeeBrian David Johnson on LinkedIn Phaedrus Engineering

  2. Sep 1

    75. Why Better Questions Lead to Better Investment Decisions with John Cole Scott

    Clients rarely walk into an advisor's office asking for a specific investment product. They come looking for confidence. Reliable income. Greater flexibility. Protection from uncertainty. The advisor's job is not to start with a solution. It's to first understand the problem the client is trying to solve. In this episode, John Cole Scott shares why specialization matters, how decades of studying closed-end funds have shaped his perspective on investor behavior, and why the future of wealth management belongs to advisors who understand people before portfolios. We discuss behavioral coaching, investor psychology, niche expertise, AI, and why having more investment options only creates value when they're connected to what clients actually need. As technology continues to expand access to information and investment research, differentiation will come less from knowing more products and more from asking better questions. Because clients don't remember the investment you recommended. They remember whether you understood what they were trying to accomplish. Connect with us!  Marla Sofer on LinkedInKnomeeJohn Cole Scott on LinkedIn CEF Advisors

  3. Aug 18

    74. From Wife to CFO: How Divorce Became a Launchpad for Financial Empowerment

    As niches become table stakes in wealth management, what actually separates advisors who signal value from those who deliver it? In this episode of Knowing Me, Knowing You, we sit down with Michelle Smith, founder of Wife2CFO and advisor at Savant Wealth Management, known widely as "the divorce consigliere." Michelle has spent over two decades helping women navigate the financial and emotional complexity of divorce, building an entire curriculum around one transformative year: the year a woman moves from having no control over her finances to becoming the CFO of her own life. Michelle shares how she distinguishes specialization from true differentiation, why personalization only works when it's rooted in deep pattern recognition rather than checkboxes, and how she helps women navigate the shame, fear, and betrayal that often accompany financial transitions. We also explore how AI raises the floor for advisors while raising the bar for the human judgment layer, and why repetition, patience, and emotional intelligence are non-negotiable when clients are in crisis. "You have to learn it. You have to learn each and every scenario." A conversation about what it really takes to build trust, restore confidence, and deliver the kind of depth that generic advice can never replicate. Connect with us!  Marla Sofer on LinkedInKnomeeMichelle Smith on LinkedInSavant Wealth Management Statements and opinions expressed are those of the speakers and do not necessarily reflect the views of Savant Wealth Management. Information provided is intended for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or accounting advice. Please consult your financial professional regarding your unique situation.

  4. Aug 11

    73. When AI Makes Investing Table Stakes, Understanding People Becomes the Advantage Advice with Chad Taylor

    As AI makes investing, portfolio construction, and optimization increasingly table stakes, where will advisors create real value? In this episode of Knowing Me, Knowing You, we sit down with Chad Taylor, President and Founder of Seapoint Wealth Advisors, to explore why the future of advice is becoming less about managing investments and more about deeply understanding the people behind them. Chad shares lessons from nearly three decades advising high-net-worth families and business owners, including how he approaches discovery, why financial goals continually move, how emotions shape financial decisions, and what it takes to create a consistent client experience as an advisory firm grows. We also explore a changing definition of retirement, the rise of the advisor as behavioral coach, and why technology may actually make the human relationship more important, not less. “What matters to clients is how deep do you get with them?” A conversation about moving beyond the portfolio to understand what clients really want their money to make possible. Connect with us!  Marla Sofer on LinkedInKnomeeChad Taylor on LinkedIn Seapoint Wealth Advisors

  5. Aug 4

    72. Joe Duran on Why Great Financial Advice Starts with Understanding People

    Few people have shaped modern wealth management like Joe Duran. As the founder of United Capital, Joe transformed a startup into one of the nation's largest Registered Investment Advisors before its $750 million acquisition by Goldman Sachs, where he became a Partner and CEO of Personal Financial Management. Before that, he founded Centurion Capital, which was acquired by GE, where he led the wealth management business that later became AssetMark. Across three decades, Joe has consistently challenged conventional thinking and helped redefine what great financial advice looks like. In this conversation, Joe shares what he's learned from building category-defining companies, advising thousands of financial professionals, and pioneering the integration of behavioral finance into the advisory process long before it became mainstream. Together, we explore the future of RIAs, the impact of AI, private equity's influence on the industry, why investment performance is no longer a differentiator, and how the most successful firms of the next decade will create value by understanding people before building portfolios. Joe explains why the future belongs to advisors who combine technology with humanity, create unforgettable client experiences, and help clients make better life decisions, not simply better investment decisions. Whether you're an independent advisor, RIA leader, enterprise executive, or simply passionate about the future of wealth management, this episode offers rare insights from one of the industry's most influential entrepreneurs and visionaries. Connect with us! Marla Sofer on LinkedInKnomeeJoe Duran on LinkedIn Rise Growth Partners

  6. Jul 28

    71. Your Firm Doesn't Have a Marketing Problem

    Most advisory firms believe they need more marketing. More content. More campaigns. More visibility. But what if the real challenge is not getting noticed? What if it is making sure people truly understand the value you already create? In this episode, we explore why communication has become one of the biggest competitive advantages in wealth management. We discuss how firms can move beyond generic messaging, why storytelling creates stronger client relationships than product descriptions, and how authentic brands are built through consistency rather than volume. From organic growth and advisor differentiation to AI and the future of marketing, this conversation challenges firms to rethink how they communicate with prospects, clients, and their own teams. Because the firms that grow are not always the loudest. They are the ones people remember. Connect with us!  Marla Sofer on LinkedInKnomeeMolly McClure on LinekdInOnePoint BFG Wealth Partners

  7. Jul 21

    70. Why Your Growth and Tech Strategies Are the Same Thread with Erica Rodrigues and Morgan Bell

    How do the fastest-growing wealth management firms shift from accidental growth to intentional design? In this episode of the Knowing Me, Knowing You podcast, Marla sits down with Erica Rodrigues and Morgan Bell from the Strategic Advisory Group at Constellation Wealth Capital. Together, they dive into why a firm’s growth engine and technology stack are not two separate strategies, but two ends of the exact same hallway. Erica breaks down the "marketing maturity curve," the power of choosing a hyper-specific niche, and why growth must be owned by leadership rather than outsourced to a single rainmaker. Meanwhile, Morgan provides a tech and behavioral finance perspective, sharing how modern tech tools are evolving to help advisors shift from selling to solving by embedding deep client discovery directly into their everyday workflows. They also discuss practical tips for driving advisor tech adoption and share how their deeply personal origin stories and family dynamics completely shaped their own relationships with money. Whether you are a multi-billion dollar RIA looking to scale or a boutique firm looking to optimize your marketing infrastructure, this episode offers a practical blueprint for the future of wealth management advice. Connect with us!  Marla Sofer on LinkedInKnomee

  8. Jul 14

    69. Why the First 30 Minutes of Wealth Management is Broken

    How has the affluent investor’s journey fundamentally changed while the first advisor meeting remains stuck in 1984? In this episode of the Knowing Me, Knowing You podcast, Marla takes us behind the scenes of her own recent, deeply personal search for a financial advisor. Sharing the challenges of navigating contrasting money beliefs with her husband, she dives into why traditional, rigid discovery frameworks often feel more like a sales pitch than a meaningful conversation. Marla breaks down recent global data from HSBC and EY, revealing a stark reality: modern clients are using AI to thoroughly vet firms before ever booking a call, yet nearly half plan to move a significant portion of their assets. Marla highlights why technical competence is now just table stakes. What clients are truly searching for is a partner who understands them, not just their balance sheet. Finally, she introduces how Knomee leverages behavioral science to eliminate stale information gathering, allowing advisors to step into the very first meeting armed with deep context so they can immediately focus on the conversations that actually matter. Connect with us!  Marla Sofer on LinkedInKnomee

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5
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About

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.

Information

  • Creator
    Marla Sofer
  • Years Active
    2025 - 2026
  • Episodes
    77
  • Rating
    Clean
  • Copyright
    © 2026 Knowing Me, Knowing You
  • Show Website
    Knowing Me, Knowing You

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